Trust Coordinator #32435

Location: Boston Metro, MA | Hybrid – 2 remote days/week after onboarding
Salary Range: $75K-$85K
Schedule: Full-time | Monday-Friday, 35 hours/week

About the Opportunity

Our client is seeking a highly organized and detail-oriented Trust Coordinator to support a team of Trust Advisors within a growing Boston law firm. This is an excellent opportunity for a professional with financial services or trust and estate experience to play a key role in delivering high-touch client service and supporting complex trust administration.

With strong employee tenure and a collaborative, centralized Boston office, this organization offers stability, growth, and long-term career potential in wealth management.

Qualifications

• Bachelor’s degree required
• 3+ years of experience in financial services, wealth management, or trust & estates
• Proven ability to manage multiple priorities, stakeholders, and deadlines
• Strong proficiency in Microsoft Excel and MS Office Suite
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail and follow-through
• Ability to learn new systems and adapt quickly in a fast-paced environment
• Professional presence with the ability to interact across all levels

Key Responsibilities

• Provide administrative support to Trust Advisors, assisting with trust administration and client account management
• Help manage assigned trust accounts in accordance with governing documents
• Coordinate client transactions, including bill payments, account maintenance, insurance matters, and gifting programs
• Serve as a point of contact for clients, trustees, attorneys, and internal stakeholders
• Draft, edit, and prepare correspondence, reports, memoranda, and client documentation
• Manage calendars, meetings, and scheduling, including conference room coordination and visitor registration
• Maintain and organize electronic filing systems and client records to compliance standards
• Process incoming/outgoing mail and respond to time-sensitive communications
• Assist with special projects, including foundation grant administration and large-scale client mailings
• Provide team support and coverage as needed 

Advance Your Career

If you’re looking to grow your career in wealth management and make a meaningful impact supporting trust and estate operations, apply today. Our client is actively interviewing and eager to add a strong contributor to their team.

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.