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...
Risk and Process Management Associate - $75K Excellent opportunity to join a Boston investment management firm within their Risk and Process Management Team. This seven person team is responsible for the firm’s business risk management and internal control reviews. The Risk and Process Management Associate will review current policies and procedures and recommend new ways to mitigate risk and tig...
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...
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...
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...
Senior Trade Compliance Associate - $100K+ base plus bonus A global asset management firm in Boston is seeking a Senior Trade Compliance Associate. Core duties of this role include ensuring that all portfolio holdings and expected trades meet compliance guidelines and restrictions as instructed by the client, monitoring all portfolio activity, including tying out all corporate actions and trades ...
Research Associate - Strong salary + bonus An international consulting firm is seeking a Research Associate to support a Senior Consultant in the Boston office. The individual in this role will utilize his/her excellent research skills to identify high quality candidates and business development opportunities. Will provide a comprehensive overview of industries, companies and market trends, and c...
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 ...
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...
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 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...
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 ...
Client Service Associate – Excellent salary plus bonus & benefits An established alternative investment firm based in Boston with offices around the globe is seeking a Client Service Associate to join their Boston office. The Client Service Associate will be the point person responsible for research and responding to client and investment team inquiries. The CSA will also put together reports for...
Portfolio Analyst - $75-90K + bonus An investment firm in Boston is seeking a Portfolio Analyst to work closely with the Quantitative Investment team. Will be responsible for running reports, executing trades, responding to analysis requests and the management of investment strategies. The Portfolio Analyst should have a strong operations background; will rebalance portfolios in response to cash ...
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...
Administrative Assistant – $14-15/hr The Planning Office of a prestigious medical facility in Boston is looking for an administrative assistant for a temp to perm position. The Administrative Assistant’s duties include but are not limited to: · Managing calendars and scheduling meetings and appointments for members of the office · Preparing reports, correspondence and other materials · Maintai...
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 ...
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 ...
HR Administrative Assistant – $15-18/hr Excellent opportunity to work in the human resources department of a well-known asset management firm for a long term temp assignment. Seeking an Administrative Assistant to work closely with internal and external recruiters supporting the firm's recruiting efforts for senior level positions. Duties include scheduling candidate interviews, coordinating trav...
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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 professional and technical knowledge and industry trends by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Completes operational requirements by assigning projects to clerical staff; following up on work results.
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