Senior Trust Administrator #32521

Location: Boston Metro, MA | Hybrid – 2 remote days/week
Salary Range: $110K-$165K 
Schedule: Full-time | Monday-Friday, 9-5 | Exempt

About the Opportunity

A nationally recognized private client and fiduciary services team is seeking an experienced Senior Trust Administrator to support a sophisticated portfolio of high-net-worth and ultra-high-net-worth clients. This newly created position offers the opportunity to work alongside a highly regarded trust and estate administration group known for excellence in fiduciary services, wealth planning, and trust operations.  

Key Qualifications

• 7+ years of fiduciary administration experience within a trust department, law firm, family office, wealth management firm, or similar environment
• Bachelor’s degree in Business, Finance, Accounting, or a related field; Juris Doctor (JD) preferred
• Certified Trust and Fiduciary Advisor (CTFA) designation required
• Experience with estate administration and fiduciary income tax returns preferred
• Proficiency with fiduciary accounting software, trust administration platforms, and tax software such as SEI products and OneSource
• Strong understanding of trust law, estate planning, fiduciary compliance, and wealth transfer strategies
• Exceptional attention to detail and organizational skills
• Strong analytical, problem-solving, and project management abilities
• Ability to manage multiple priorities independently while maintaining accuracy
• Demonstrated professionalism, discretion, and commitment to confidentiality
• Excellent written and verbal communication skills

Responsibilities

• Serve as a primary point of contact for trustees, beneficiaries, clients, and professional advisors regarding fiduciary account administration
• Manage complex trust administration matters, including account openings, distributions, reviews, terminations, and account closures
• Review and interpret trust agreements and related estate planning documents to ensure proper administration and compliance
• Monitor trust activity and maintain accurate records for trust assets, including investments, insurance policies, and real estate holdings
• Coordinate with investment managers, accountants, banking professionals, insurance advisors, and other external partners
• Assist with the preparation, review, and oversight of fiduciary and estate-related matters
• Develop and maintain standard operating procedures and process documentation to support continuous improvement initiatives
• Identify compliance concerns and recommend solutions related to fiduciary and regulatory requirements
• Participate in special projects and strategic initiatives as assigned

Grow Your Career

If you’re an experienced Trust Administrator, Fiduciary Officer, Estate Administrator, or Private Client professional looking to advance your career with a premier fiduciary services team, we encourage you to apply today. 

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. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.