Trust Administrator Jobs in Boston, Massachusetts
Company Confidential Boston, MA
Small Boston law firm is seeking a recent college graduate for the role of Trust Administrator. This position supports the firm’s trustees and trust clients. Responsibilities include maintaining trust cash accounts, preserving client relationships, and general office duties. Candidates should have a Bachelor’s degree with no more than 1-2 years of experience. Strong computer and communication skil...
Portfolio Accountant - $48K + bonus An institutional fixed income investment management firm in Boston is seeking a Portfolio Accountant. This candidate will work closely with the Manager, Portfolio Accounting & Reporting. The firm has over 100 investment portfolios-separate accounts/clients. This role involves performing monthly portfolio recs; reconciling the firm's data with custodian's data. ...
Compliance Associate – Salary + bonus A top investment firm in Boston is seeking a Compliance Associate! Will be responsible for the daily administration of the firm’s compliance system including managing workflows in the compliance system and monitoring potential issues. Will prepare reports, gather data, and draft regulatory filings. Ad hoc assignments as required! The ideal candidate will hav...
Senior Accountant - $75K + bonus A US post-trade financial servicesfirm located in Tampa is currently seeking a Senior Account to perform various month end close and post close processes. Will oversee the firm’s month end close process and assist with year-end audits. The Senior Accountant will also assist with improving accounting procedures and ensure accurate reporting of expenses. Candidates...
Marketing Associate/Client Services - $45-55K + bonus Exciting opportunity to join a dynamic, growing investment firm in Boston! Seeking an Marketing Associate of Client Services with a Bachelor’s degree and 1-3 years of related experience. The Marketing Associate will prepare presentation and marketing materials for clients and prospects, as well as create and update PowerPoint presentations as ...
Portfolio Analyst / Client Service – $60-70K+ bonus Boston investment firm seeks a Portfolio Analyst to support the client portfolio management team and service the institutional clients. Will gather information from internal investment systems, research analyst, publications, and portfolio managers. Produce client reports, books, and complete consultant questionnaires. Meet with portfolio manage...
Investment Operations Associate - $100K+ base plus bonus A global asset management firm in Boston is seeking an Investment Operations Associate. Core duties of this role include managing the quality of portfolio holdings and other operational client account data used in the firm’s investment process as well as monitoring trade settlement and other post trade activities. This role will require the...
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...
Global Markets Support Analyst – Strong salary + bonus A highly regarded investment management firm based in Boston is seeking a candidate for an open role in the Investment Support Liaison Group within Investment Coordination. Within the organization, this group is focused on providing centralized investor support to the unique investment strategies and portfolio construction techniques of their...
Investment Operations Associate - $60 - 80K + bonus A global asset management firm in Boston is seeking an Investment Operations Associate. Core duties of this role involve managing the quality of portfolio holdings and other operational client account data used in the firm’s investment process. This role will require the performance and oversight of daily reconciliation checks and process contro...
Client Administration Manager - Strong Salary + Bonus Top asset management firm in Boston is seeking a Client Administration Manager to join the Client Services Team. The individual in this role will develop and maintain relationships with clients and business partners. Act as the primary administrative contact for important client relationships. Will partner with Portfolio and Product Managers t...
Marketing Compliance Analyst – Strong salary + bonus A top investment management firm in Boston is currently seeking a candidate for an Analyst role in their Compliance Group. This individual will be a member of the Regulatory Compliance team and work under the direction of the Compliance Manager. Duties of this diverse role include the implementation of the firm's compliance program with respect...
Marketing Analyst/RFP Writer - $65K + Bonus Exciting opportunity at a Boston Investment Management firm as a Marketing Analyst! Responsibilities include responding to RFPs, RFIs, consultant questionnaires and other ad-hoc assignments. Seeking a self-starter with excellent communication/interpersonal skills and strong understanding of equity and fixed income. The individual in this role will inter...
Client Operations Associate - $50-55K + bonus An investment management firm in Boston which provides total portfolio oversight for their clients which include endowments, foundations, private wealth etc., is seeking a Client Operations Associate. This group is where "the rubber hits the road" in terms of executing the client's investment objectives. Consequently, it's a role which involves intera...
Marketing Assistant - $16-24/hr Outstanding opportunity for a marketing professional to join a top investment management firm in Boston for a temporary assignment! Seeking a Marketing Assistant with a positive attitude for this very busy role. Key responsibilities of the Marketing Assistant include: Coordinating conference calls and meetings Preparing presentation materials Providing feedback ...
Registered Sales Assistant - $40-50K + Revenue share Exciting opportunity to join a top investment firm in Boston as a Registered Sales Assistant! Seeking an SA with Series 7 license to assist with client accounts and service clients via phone, email or in person meetings. The Registered Sales Assistant will open new accounts, enter trades and run various reports. Will also follow up on all docum...
Manager of Administrative Staff - Strong Salary + Bonus Intelligent, polished and confident Manager of Administrative Staff with 10+ years of related experience including three years of directly supervising staff at a Boston investment firm. Will manage a staff of six to eight executive support professionals and provide backup support as needed. Need to have worked as an Executive Assistant with ...
Client Portfolio Specialist – Strong salary + bonus Client Portfolio Specialist needed at a top investment firm in Boston to support the private wealth client service team. Seeking a self-motivated, detailed oriented Client Portfolio Specialist to provide customized investment solutions to ultra high net worth clients. Will be the main point of contact for the client service team, providing resea...
Property Manager - Strong salary + excellent benefits A commercial real estate firm located in the Back Bay is seeking a Property Manager to assist in the management of 6 commercial and residential properties in Boston. Will develop and maintain relationships with tenants, resolve issues and report accidents efficiently, and ensure properties are up to the highest standards. The Property Manager ...
Commercial Underwriter - $75K Well established Boston firm is currently seeking a Commercial Underwriter to supply market, financial and underwriting analyses! The Underwriter will analyze, interpret and underwrite complex real estate transactions in compliance with Fannie Mae and Freddie Mac, perform inspections of physical real-estate assets and conduct economic and demographic research to dete...
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Finance Career Tools
$35,360.00 - $89,229.00
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
Maintains client confidence and protects bank operations by keeping information confidential.
Produces income by setting income objectives; investing assets.
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