Location: Boston Metro, MA | Hybrid – 2 remote days/week
Salary Range: $70K-$80K | Bonus Eligible
Schedule: Full-time | Monday-Friday, 9-5
About the Job
Our client is seeking a Trust Coordinator to provide essential administrative support within its growing Family Office Services department. With strong employee tenure and a culture built on collaboration, our client offers a stable, team-centric environment where professionals can grow long-term.
This role is ideal for a highly organized, adaptable individual who thrives in a fast-paced financial services environment and can manage multiple priorities with precision.
Key Qualifications & Skills
- Bachelor’s degree required
- 3+ years of experience in financial services; trust or estate administration experience preferred
- Proven ability to manage projects with multiple stakeholders under firm deadlines
- Strong organizational skills and the ability to track multiple priorities independently
- Excellent verbal and written communication skills
- Professional presence suited for a client-facing environment
- Strong proficiency in Microsoft Excel and the full Microsoft Office Suite; ability to learn new systems quickly
- Ability to collaborate effectively with diverse personalities and expectations
Essential Duties & Responsibilities
- Assist with administering assigned accounts in accordance with governing documents and support Trustees in executing administrative decisions
- Coordinate client transactions, including bill payment, account maintenance, household staff payments, insurance documentation, gifting programs, and additional activities as directed
- Respond to internal and external client inquiries with professionalism and accuracy
- Screen and route incoming calls and messages; manage email and voicemail communications per Trust Advisor guidelines, including monitoring dedicated client email boxes
- Draft, edit, and prepare letters, memorandums, charts, family trees, and other documents using templates
- Process incoming and outgoing mail promptly, prioritizing time-sensitive matters
- Schedule internal and external meetings, including reserving conference rooms and coordinating visitor access
- Maintain an organized electronic filing system following departmental standards
- Provide vacation and overflow coverage for Trust Advisors and other Trust Coordinators as needed
- Support special projects, such as grant program administration, large-scale mailings, and research assignments
- Perform additional tasks as requested
Ready to Grow Your Career?
If you’re looking for a high-impact role in wealth management support where your organizational strength and client service skills can shine, we encourage you to apply. Take the next step and join a team that values growth, collaboration, and professional excellence.
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.
