About the Role:

Our client, a highly successful and collaborative wealth management firm, is seeking a Trust Counsel to join its Fiduciary Services Group. This hybrid position offers a unique opportunity for an experienced legal professional to provide fiduciary counsel and client-focused trust administration services within a firm that prioritizes long-term growth, work-life balance, and cross-functional support.

The Trust Counsel will support trustees and high-net-worth clients across a range of complex trusts, estate plans, tax issues, and investment matters. The ideal candidate brings deep knowledge of estate and trust law, excellent client relationship skills, and a proactive, solutions-oriented mindset.

Qualifications:

Juris Doctor (J.D.) and membership in the Massachusetts Bar Association required

LL.M. in Taxation or Estate Planning is preferred

Minimum of 10 years of experience in trust administration, estate planning, or financial planning in a law firm, bank, or investment management environment

Certified Trust and Fiduciary Advisor (CTFA) designation or commitment to obtain one

Proficiency with Microsoft Office Suite and experience with fiduciary platforms (e.g., Sungard AddVantage, ProFx, Estate Planning Tools, Charitable Financial Planner)

Strong judgment, maturity, and discretion in handling confidential client matters

Detail-focused with consistent follow-through and organizational skills

Key Responsibilities:

Provide fiduciary guidance and legal support to a portfolio of complex trusts and high-net-worth clients

Research, interpret, and apply laws related to probate, retirement plans, fiduciary duties, estate planning, and taxation

Draft and review trust instruments and related legal documentation

Communicate with clients, tax professionals, attorneys, and advisors on estate planning strategies and fiduciary matters

Manage the full life cycle of trust accounts: openings, distributions, terminations, death and gift tax processes

Participate in fiduciary risk management meetings and provide leadership on risk mitigation strategies

Lead or contribute to projects and initiatives driven by the Head of Fiduciary Services

Support internal knowledge-sharing by mentoring team members and improving administrative workflows

Represent fiduciary services in executive and trustee committee meetings as needed

Maintain up-to-date records and ensure compliance with internal policies and procedures

Leverage technology systems for client account management, reporting, and documentation

Why Apply?

This is a rare opportunity to join a close-knit, highly regarded fiduciary team within a values-driven organization that truly emphasizes work-life balance and professional development. Our client provides a supportive culture where employees are encouraged to take initiative, collaborate cross-functionally, and grow their expertise in an environment of mutual respect and long-term success.

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.