Trust Administrator Jobs in Boston, Massachusetts
Our client, a successful financial services firm in Boston, is looking for a Trust Administrator to join their team! In this role, you will be responsible for assisting trust officers in the daily administration and relationship support of a wide range of clients. Specific responsibilities include assisting clients with requests for account information; handling requests for cash disbursements, su...
Terrific Senior Portfolio Administrator opportunity at a financial services firm located in Boston. Outstanding firm with a very driven and passionate team of individuals! Seeking candidates with 15+ years of experience as a portfolio administrator with fiduciary investments, trust administration and estate planning, strong with client relations, exceptional attention to detail and communication s...
This position will encompass all phases of teller operations. The Client Service Administrator will be responsible for providing superior client service and professional assistance to our clients, prospective clients and associates and for identifying cross-selling and referral opportunities as appropriate. Roles and Responsibilities: Sales & Service ?Process client transactions and respond to pro...
North American Management (NAM) is an independently owned and operated wealth management firm based in Boston, Massachusetts, serving clients nationwide. Established in 1928 as a single family office, and registered with the SEC since 1969, we provide comprehensive wealth management services to high net worth families, family offices, and select non-profit entities. With over $1 billion in AUM, we...
Client Administrator - $50-55k base plus bonus Top asset management firm in Boston is looking for a Client Administrator to join a dynamic group. Will handle the due diligence process for both new and existing clients, handle account set up, review guidelines and ensure compliance. The Client Administrator will also assist with any updates or changes to existing accounts and ensure all legal docum...
Yardi Resident Screening is seeking to hire a Linux Systems and Database Administrator with a background in applications support for their Waltham, MA. The Systems Administrator, as part of a small team, will be responsible for supporting multiple data centers as well as the office IT infrastructure. RESPONSIBILITIES Linux System Administration including hosted applications. Windows System Adminis...
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Finance Career Tools
$35,360.00 - $88,790.00
Typical Salary for Trust Administrator in Boston
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Satisfies client's fiduciary requirements by establishing and administering trusts.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Establishes trust account by clarifying objectives and procedures; probating will; drafting legal documents; locating, collecting, inventorying, and valuing assets.
Maintains professional and technical knowledge and industry trends by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
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