Location: Boston, MA | Hybrid – 2 days remote/week
Salary Range: $150-$175K | Bonus Eligible
Schedule: Full-time | Monday-Friday
Job Overview
Our client, a leading firm in the wealth management and estate planning industry, is seeking a highly skilled Trust Advisor to serve multi-generational families with complex financial needs. The ideal candidate will bring a blend of technical expertise, professional polish, and client relationship management skills to deliver exceptional service. You would find comparable roles at a multi-family office, corporate trustee, or private wealth management firm.
Qualifications & Skills
- Bachelor’s degree in Finance, Accounting, Business Administration, or Law (or related field) required.
- Minimum of 3+ years of experience working with high-net-worth clients in trust administration, estate planning, or wealth management.
- Strong understanding of trust and estate taxation, investment management, and partnership accounting.
- Proven project management skills with experience managing multiple priorities under tight deadlines.
- Demonstrated ability to communicate effectively with a wide range of clients, colleagues, and external partners.
- Professional demeanor suitable for a client-facing environment, with strong presentation and relationship-building capabilities.
- Excellent analytical and problem-solving skills, with a proactive and collaborative approach to achieving results.
- Proficiency in Microsoft Excel and the MS Office Suite; ability to quickly learn new financial applications.
- Maintains up-to-date knowledge of trust law, estate planning trends, and wealth management best practices.
- Demonstrates adaptability, sound judgment, and innovative thinking in a dynamic environment.
Key Responsibilities
- Administer and manage trusts, IRAs, foundations, and investment management accounts in alignment with governing documents and fiduciary standards.
- Partner with Trustees to make sound administrative and financial decisions that align with client goals.
- Serve as the main point of contact for multiple generations of high-net-worth families through meetings, calls, and email correspondence.
- Support the Wealth Management team on complex financial, personal, and estate planning matters.
- Monitor cash flow, prepare budgets, and analyze financial performance for client accounts.
- Coordinate account activity including receipts, disbursements, account openings/closures, and philanthropic giving.
- Manage relationships with external advisors, tax professionals, and legal consultants to ensure seamless service.
- Oversee asset custody and maintain accurate recordkeeping across internal and external financial institutions.
- Collaborate with internal departments—Investments, Tax, Operations, and Legal—to ensure compliance with fiduciary standards.
- Maintain a commitment to confidentiality and exercise discretion when handling sensitive client information.
Apply today!
If you’re passionate about trust administration, estate planning, and high-net-worth client advisory, we want to hear from you! Apply today to join a respected leader in the wealth management industry and take your career to the next level.
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.
