Trust Administrator Jobs in Boston, Massachusetts
KNF&T Staffing Boston, MA
Our client located in Boston, MA is seeking a Trust Administrator to join their team! Key Responsibilities Helping with administrative decisions Ensuring that trusts are administered in accordance with their terms Ensuring that all account activity, including receipts and disbursements related to assets and beneficiary needs, are clearly and accurately reported Maintaining paper and electroni...
Company Confidential Boston, MA
Small downtown Boston law firm is seeking a recent college graduate for the role of Trust Administrator to provide support to the firm’s trustees and trust clients. Responsibilities include maintaining trust cash accounts and preserving client relationships, as well as general office duties. Candidates should have a bachelor’s degree in finance, economics or related field and strong computer and c...
Cambridge Trust Boston, MA, 02298
Assist two designated Trust Officers in administration of client accounts and participate in departmental activities and projects. Position Responsibilities: Client Service Assist clients with requests for, or changes in, account information and CTC services, as authorized Handle requests for cash disbursements, questions on statement entries, and other client service-related inquiries Assist...
Alternative Investment Accountant - Strong salary + bonus A fantastic asset management firm based in Boston is seeking to add an alternative investment accountant to a small but going group based in their Downtown Boston office. Duties of this diverse role include the accounting and operations functions for various alternative investment and pooled products that are managed by the firm. The alter...
Welch & Forbes is a leading asset management firm in Boston offering customized investment and private wealth management services to high net worth individuals and foundations. This is an exciting opportunity to be closely integrated with an experienced and results-oriented team of tax and investment professionals. We are looking for an individual who is exceptionally competent in estate, gift, fi...
Company Confidential Boston, MA, 02116
Accountant/ Real Estate Firm- $70-80K Excellent opportunity for an energetic, hard-working Accountant at a real estate company! Seeking a motivated individual with a Bachelor’s in accounting and 4+ years of related experience. Reporting to the Owner, core duties of this role will include G/L account reconciliations, account analysis, financial statement preparation, and tax preparation. Will prep...
Fixed Income Portfolio Analyst Global team of a great Boston investment firm is seeking a Portfolio Analyst to work closely with relationship managers and meet with portfolio management teams. The Analyst will produce client reports as well as portfolio commentary and presentations. Will do research and gather information from various sources. Generate customized responses to ad hoc requests rega...
Sales Analyst - $15.50/hr Fantastic temp to perm opportunity to join a dynamic team in the greater Boston area as a Sales Analyst. The primary function of this role is to is to conduct research and develop lead opportunities for client’s services or solutions. The Sales Analyst will document this information and complete clear, accurate, concise reports for clients. The Sales Analyst will: Colle...
Group Benefits Account Manager - $75-80K + bonus Exciting new opportunity in an excellent Registered Investment Advisor west of Boston! The firm is seeking a motivated, sales oriented individual to provide sales, client management and service support to a dynamic office. The Account Manager will provide top notch customer service to clients, coordinate the RFP process and analyze documents, deliv...
Valuation Analyst - $65K + bonus Excellent opportunity to join an established Boston advisory and investment firm that provides services to companies in times of growth and restructuring as a Valuations Analyst. In this role you will assist with performing valuations of businesses, assets and liabilities. The Valuation Analyst will also maintain and analyze financial models and prepare reports an...
Analyst - $65- 80K + bonus A global asset management firm which operates through a diverse group of boutique investment firms is seeking an Analyst. The firm’s portfolio currently consists of about 30 firms. Each Analyst is assigned a set of firms to support. The Analyst is tasked with becoming a subject matter expert on each of his/her assigned affiliates via interacting with the respective seni...
Research Associate - $50K + bonus A global investment management firm in Boston is seeking a Research Associate. Core duties of this role (the selected candidate will be assigned to a specific asset class sector to support) include performing manager due diligence to determine if a particular Investment Manager offers synergies regarding his/her portfolio management, strategy and performance rela...
Audit Analyst - $62K Downtown financial services firm needs an Audit Analyst to work on a team to identify, analyze and report control risks for internal groups within firm. The Analyst will examine audit data and summarize findings, recommend and carry out solutions to problems and draft audit reports. Will also assist in development of audit programs, and perform technical research; work on man...
Associate, Institutional Sales - $50K base + Outstanding opportunity to join a successful team of Boston based investment sales professionals to increase client bases in designated regions. The Associate will implement a strategic plan for business growth, maintain the client information database (CRM system), and prepare marketing efforts for the business development team. Candidates must have ...
Junior Analyst – Asset Management A terrific investment research firm, based in downtown Boston, is looking to bring aboard a junior Analyst to support the needs of its Asset Management Practice. The candidate hired for the Analyst position will partner with other members and groups to provide quantitative analytical support for the firm's institutional asset management research and publishing ne...
Commercial Credit Analyst - $60-75K Senior Credit Analyst needed for a Boston area bank! Seeking a Commercial Credit Analyst to handle large, complex loans for commercial, industrial, and real estate. Will analyze financial reports and other information as well as make lending recommendations based on the complete analysis of a businesses’ financial condition, cash flow, capacity, collateral and ...
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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
Contributes to team effort by accomplishing related results as needed.
Develops new business by meeting with existing and prospective clients, attorneys, accountants, and other financial professionals; explaining services.
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