Location: Boston Metro, MA | Hybrid – 2 remote days/week
Salary Range: $170K – $200K
Schedule: Full-time, Exempt | Monday-Friday
Job Overview
Our client, a highly respected wealth management firm, is seeking an experienced Trust Counsel to join its Fiduciary Services team. This role is ideal for a strategic legal professional with deep expertise in trust administration, estate planning, and fiduciary law who thrives in a collaborative, client-focused environment.
This position offers high visibility, meaningful client interaction, and the opportunity to influence fiduciary strategy, risk management, and process improvement across complex trust portfolios.
Key Qualifications
- Juris Doctor (J.D.) required; LL.M. in Taxation or Estate Planning preferred
- Active member of the Massachusetts Bar
- 10+ years of experience in trust administration, estate planning, or fiduciary services
- Certified Trust and Fiduciary Advisor (CTFA) or willingness to obtain
- Strong knowledge of tax law, investment management, and fiduciary regulations
- Advanced proficiency in Microsoft Excel, Word, and portfolio management systems
Responsibilities
- Provide expert guidance on trust administration, estate planning, and fiduciary compliance
- Review and interpret trust documents, estate instruments, and probate matters
- Advise on tax planning, gift tax, and generation-skipping transfer (GST) considerations
- Manage lifecycle of trust accounts, including account openings, distributions, and terminations
- Collaborate with attorneys, tax advisors, and financial professionals to deliver integrated solutions
- Lead and support fiduciary risk management initiatives and committee participation
- Drive process improvements, policy enhancements, and internal best practices
- Present insights and updates in trustee and executive-level meetings
- Manage multiple projects while maintaining exceptional client service delivery
Why Join?
- Collaborative, high-performing team environment
- Strong emphasis on work-life balance and long-term career growth
- Opportunity to work cross-functionally with senior leadership
- Exposure to sophisticated trust and estate portfolios
Apply Now!
Ready to elevate your career in fiduciary law and trust advisory services? Apply today to join a forward-thinking firm where your expertise will directly shape client success and organizational impact.
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.
