Associate Trust Officer #30689

by | Feb 1, 2023

Are you experienced in the Estate, Financial, and Tax Planning Practice Area and are seeking a flexible, hybrid role in Worcester, MA? JOHNLEONARD is helping a friendly and inclusive team find a full-time Associate Trust Officer, and the role offers a salary of up to $100K. You will work 3 days per week in-office and 2 days remotely.

You will be working with two very experienced Trust Officers assisting with the daily administration and management of trust and estate accounts.

Some of the day-to-day responsibilities you can expect to take on as Associate Trust Officer include:

  • Marshalling assets
  • Trust and estate distributions
  • Preparation of fiduciary accountings
  • Compilation of information for preparation of federal and state estate tax, gift tax, fiduciary income tax and personal income tax returns
  • Investment administration but not portfolio management

The company uses SunGard trust accounting software, so knowledge and experience with it would be beneficial. Because this individual will have ongoing responsibility for maintaining relationships with trustees, clients, beneficiaries, investment advisors, accountants, and other professionals, superior written and oral communication skills are required. At least 3 years of related experience in Trust and Estates is also required, as well as a Bachelor’s degree––preferably in Certified Trust and Fiduciary Advisor designation and/or a law degree.

As a vital member of the team, and in return for your expertise, inclusive approach, and commitment, our client will provide a favorable salary and the chance to join a passionate and welcoming team.

Please get in touch with our team at JOHNLEONARD today to apply if this hybrid Associate Trust Officer position motivates and inspires you.

Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp to Hire, and Payroll services as part of our comprehensive service offerings. We connect talent with opportunity, building relationships across the community to create better futures for all. In doing so, we live by our mantra; Actions Speak Louder Than Words™.


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