Location: Boston Metro, MA
Salary Range: $130K-$180K
Schedule: Full-time | Monday-Friday | Hybrid
About the Role:
Our client, a successful and collaborative wealth management firm, is seeking an experienced Trust Advisor to join its Fiduciary Services department. This position offers a unique opportunity to manage complex trust administration duties and build long-term relationships with clients, trustees, and external advisors. The role involves a high degree of independence and cross-functional collaboration, working closely with legal, investment, and client services teams to deliver integrated fiduciary solutions.
This is a high-touch, client-facing position that requires discretion, strong judgment, and a deep understanding of estate planning, tax law, and trust instruments. The successful candidate will demonstrate a strong commitment to client service, team support, and professional growth in a values-driven, work/life balanced culture.
Qualifications:
- 7+ years of trust administration experience in a wealth management, banking, or legal environment
- Certified Trust and Fiduciary Advisor (CTFA) designation, or willingness to pursue certification
- Strong command of MS Excel and Word; experience with trust-specific platforms (e.g., AddVantage, Estate Planning Tools, Charitable Financial Planner) is a plus
- Proven success in a client service-oriented role, ideally within high-net-worth or multi-generational wealth structures
- Ability to manage confidential and sensitive information with professionalism and discretion
- Demonstrated strength in communication, organization, and problem-solving
- Able to thrive in a collaborative, team-based culture while managing tasks independently
- Highly adaptable, solutions-focused, and committed to continuous learning and process ownership
- Strong writing and editing skills, with attention to detail and accuracy
- Willingness to work in a fast-paced and evolving environment with occasional need for flexibility in hours
Key Responsibilities:
- Review and interpret trust instruments and estate planning documents
- Research and analyze fiduciary, probate, retirement, income, and estate tax matters relevant to client needs
- Act as a key point of contact for clients, external attorneys, accountants, and advisors
- Guide the administration of new and existing accounts, including account openings, distributions, terminations, and reporting
- Support trust-related tasks including gift tax return preparation, GST tracking, and death-related account procedures
- Collaborate with internal departments to ensure consistency in processes, communication, and client service standards
- Lead or participate in firm-wide initiatives, including policy reviews, fiduciary risk management, and procedural enhancements
- Contribute to process improvements, internal training, and mentorship of junior team members
- Maintain accurate records in accounting and portfolio management systems (e.g., Sungard’s AddVantage, ProFx)
- Manage multiple projects with competing deadlines, using sound judgment to prioritize effectively
Why Apply?
This is a unique opportunity to join a tight-knit, mission-driven team within a successful and highly respected wealth management firm. Our client prioritizes work/life balance, long-term employee development, and collaborative culture. You’ll be surrounded by professionals who are passionate about serving clients with care and expertise, while also supporting each other’s growth. The firm encourages cross-departmental engagement, values integrity, and supports a hybrid work environment with modern flexibility.
Apply today to bring your fiduciary expertise and client-first mindset to a firm that values both professional excellence and personal well-being.
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.
