Trust Advisor #31850

JOHNLEONARD is helping a Boston-based finance firm hire a Trust Advisor to join their supportive and welcoming Fiduciary Services team. The firm offers generous compensation ranging from $125K-$155K, plus excellent benefits and a flexible hybrid schedule.As a Trust Advisor, you will support trustees and clients with a wide range of complex trust administration functions, including:Researching and reviewing probate, fiduciary, income, retirement, and estate planning issuesReviewing draft and existing trust instrumentsMaintaining a high level of contact and communication To apply for this Trust Advisor role, you will need:7 + years of previous trust administration experienceCertified Trust and Fiduciary Advisor or commitment to obtain the designationAdvanced computer skills, including MS Office Suite and Portfolio Management SystemsSuperior client service skillsAbility to communicate complex trust information effectively If this Trust Advisor job in Boston motivates and inspires you, contact the JOHNLEONARD team today. They will be thrilled to hear from you!Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide TemporaryContract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to diversity, equity, and inclusion 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.

Created: 2025-01-24