Trust Advisor
Jobot
Boston, MA
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JOB DETAILS
SALARY
$150,000–$180,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Accounting, Business Development, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Satisfaction, Customer Support/Service, Estate Planning, Fiduciary, Finance, Finance Software, Financial Planning, Interpersonal Skills, Maintain Compliance, Market Trend Analysis, Probate, Retirement Planning, Sales Prospecting, Strategic Planning, Tax Regulations, Team Player, Trust Law, Wealth Management
LOCATION
Boston, MA
POSTED
25 days ago
This Jobot Job is hosted by: Tyler May
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $150,000 - $180,000 per year
A bit about us:
Are you a highly motivated and experienced professional in the Accounting and Finance industry? We are looking for a Permanent Trust Advisor to join our dynamic team. If you are passionate about wealth management, have a deep understanding of fiduciary responsibility, and thrive in a fast-paced, challenging environment, this role is perfect for you!
Why join us?
Leverage your expertise in trust administration and estate planning to help our clients achieve their financial goals. This is an exciting opportunity to grow your career in a supportive and challenging environment. We look forward to hearing from you!
Job Details
Key Responsibilities:
Manage Trust and Estate Accounts: Oversee and manage a portfolio of trust and estate accounts, ensuring compliance with trust agreements and providing expert advice on trust administration.
Financial Planning: Provide comprehensive financial planning advice to clients, including retirement planning, estate planning, and wealth management.
Collaborative Strategy Development: Work with a team of financial advisors, attorneys, and accountants to develop and implement effective strategies for wealth preservation and growth.
Expert Guidance: Navigate complex probate and fiduciary matters, offering expert advice and ensuring all fiduciary responsibilities are met.
Client Relationship Building: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring client satisfaction.
Stay Informed: Keep abreast of changes in tax laws, trust laws, and market trends, and adjust strategies and advice accordingly.
Business Development: Participate in business development activities, identify new opportunities, and expand the client base.
Qualifications:
Educational Background: Bachelor's degree in Finance, Accounting, or a related field. A Master’s degree or relevant professional certification (such as CFP, CPA, or CTFA) is a plus.
Experience: Minimum of 5 years of experience in trust administration, estate planning, retirement planning, or a related field.
Knowledge: Extensive knowledge of probate, fiduciary matters, trust laws, and tax laws.
Skills: Exceptional analytical, problem-solving, decision-making, and organizational skills.
Communication: Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members.
Professionalism: Commitment to maintaining the highest standards of integrity, confidentiality, and professionalism.
Technical Proficiency: Proficiency in using financial planning software and other relevant computer applications.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com 🤖
COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com