Trust Administrator Jobs in Boston, Massachusetts


16 Boston, MA Trust Administrator jobs found on Monster.

Jobs 1 to 16 of 16
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...
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...
Client Operations Analyst - $50-55K, plus bonus An international investment management firm in Boston is seeking a client Operations Analyst. Located in a group that provides advance support to clients and to various departments of the firm by overseeing the implementation of investment decisions, duties of this diverse role include tracking analysis of changes in the portfolio, performance repor...
Senior Analyst, Retail Investor This senior analyst position supports the Retail Investor practice of a Boston-based research firm that analyzes asset management markets globally. This is a multi-faceted role that involves research and analysis, report writing and project management with additional duties related to development of report-focused marketing communications and press releases. The fo...
Compliance Analyst - $23-25 hourly An Investment firm is looking for a compliance analyst in the compliance department to cover trading and compliance. The responsibilities include reviewing daily reports for regulatory issues which include but are not limited to cross trading (Rule 17a-7), principal trading review (Rule 17e-1), Portfolio pumping and window dressing, trade allocation, and Liquidi...
Client Operations Analyst - $50k's An international investment management firm in Boston is seeking a Client Operations Analyst. Duties of this diverse role include supporting Division Directors with portfolio management and performance, interacting with clients to ensure investment objectives are met, and completing ad hoc project work. This is a fantastic opportunity to work in the "hub" of the...
Investment Reporting Analyst - Fixed Income – Strong salary + bonus Excellent opportunity to work on a fixed income team in a Boston investment management firm. The Investment Reporting Analyst will work closely with the members of the fixed income team to respond to RFPs, RFIs, and DDQs, produce and maintain product-related marketing materials, including client letters and client and marketing p...
Portfolio Administration Analyst – Strong salary + bonus A Boston-based consulting management firm is seeking to add a Portfolio Administration Analyst to their Downtown Boston office. This individual will be in charge of overseeing/performing various accounting, reconciliation and operational activities for highly complex portfolios. Will assist with the on-boarding of new funds, resolve discrep...
Assistant Manager, Hedge Fund Operations – Strong salary + bonus Exciting opportunity to join a top Boston investment firm as an Assistant Manager on their Investor Services Operations team. The Assistant Manager will assist with the oversight of the department’s administration and operations functions. Duties will include managing various projects, daily interaction with investors in regards to ...
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...
Client Service Associate Dynamic, highly regarded investment firm just outside of Boston seeks a junior level Client Service Associate to a senior level advisor. The Client Service Associate will prepare portfolio analysis of potential holdings, and create investment proposals for prospects. Will assist with account openings and transfers providing clients with necessary information. The CSA will...
Cambridge Associates LLC Boston, MA, 02298
The TA acts as primary support to the Trust Officer in all facets of trust administration. The TA, acts as the primary contact with the trust company’s third-party trust operations vendor, and assists the trust officer in the proper delivery of legal, tax and accounting services. The trust administrator will be responsible for the accounting of all transactions within trust client portfolios and w...
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...
Asset Allocation Portfolio Analyst – Strong Salary + Bonus Seeking a candidate with a strong fixed income background as well as some trading experience who is looking for a Portfolio Analyst role. The Asset Allocation Strategies group of a Boston investment firm is seeking a Portfolio Analyst to ensure investment strategies are executed timely and accurately. Will monitor cash flows, benchmarks a...
Regional Vice President - Retail Investment Sales Fantastic opportunity for a highly skilled financial sales professional to join an investment management firm to cover the Boston territory. A $55 billion investment advisory firm seeks a VP to manage portfolios for high net worth clients for their Private Client Group. This candidate will cultivate relationships with new and existing investors, q...
Commercial Credit Analyst - $60-70K 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

Trust Administrator


$35,360.00 - $88,790.00
Typical Salary for Trust Administrator in Boston
(70 Respondents)
Source: Careerbenchmarking Tool

Education / Training

Some College Coursework Completed
High School
(46 Respondents)
Source: Careerbenchmarking Tool

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