Current jobs related to Trust Advisor - boston - Vaco

  • Trust Advisor

    1 month ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    3 weeks ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    5 months ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    2 months ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    2 weeks ago

    Boston, MA, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...

  • Trust Advisor

    4 weeks ago

    Boston, Massachusetts, United States Vaco Full time

    Vaco Boston has partnered with a highly regarded wealth management advisory firm seeking a Trust Advisor.Responsibilities:Administer trust and estate accounts and services in accordance with clients' instructions and applicable laws, regulations, and trust agreements.Provide exceptional customer service to clients, third parties, and internal...

  • Trust Advisor

    1 month ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a highly regarded wealth management advisory firm, that is seeking a Trust Advisor. Responsibilities: · Administer trust and estate accounts and services in accordance with the clients' instructions and applicable laws, regulations, and trust agreements · Provide exceptional customer service to clients, third...

  • Trust Advisor

    1 week ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a highly regarded wealth management advisory firm, that is seeking a Trust Advisor. Responsibilities: Administer trust and estate accounts and services in accordance with the clients' instructions and applicable laws, regulations, and trust agreements. Provide exceptional customer service to clients, third parties,...

  • Trust Advisor

    4 weeks ago

    Boston, Massachusetts, United States Vaco Full time

    Job Title: Trust AdvisorVaco Boston has partnered with a highly regarded wealth management advisory firm to seek a Trust Advisor.Key Responsibilities:Administer trust and estate accounts and services in accordance with clients' instructions and applicable laws, regulations, and trust agreements.Provide exceptional customer service to clients, third parties,...

  • Trust Advisor

    1 month ago

    Boston, United States Vaco Full time

    Vaco Boston has partnered with our client, a highly regarded wealth management advisory firm, that is seeking a Trust Advisor.Responsibilities:· Administer trust and estate accounts and services in accordance with the clients’ instructions and applicable laws, regulations, and trust agreements· Provide exceptional customer service to clients, third...

  • Trust Assistant

    2 months ago

    Boston, United States NextPhase Search Full time

    Trust Coordinator opportunity with growing Trust and Estates Practice of Major Firm, Boston/Hybrid!About the organization: well established entity with hundreds of employees working hybrid in stunning Boston headquarters. The team is collaborative, upbeat, and excited about their growth. As this is a larger entity, there’s opportunity for the Trust...

  • Tax Advisor

    2 months ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

  • Tax Advisor

    1 month ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

  • Tax Advisor

    1 month ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

  • Tax Advisor

    6 months ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....

  • Fiduciary Trust Manager

    4 weeks ago

    Boston, Massachusetts, United States M&T Bank Full time

    Job DescriptionAbout the RoleThe Senior Trust Officer will be responsible for administering and managing complex trust relationships within client relationships. This individual will serve as the primary point of contact for clients on trust account relationships, communicate regularly with clients on all trust matters, and be responsible for overall trust...

  • Estate Settlement Advisor

    2 weeks ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    1 month ago

    boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    3 months ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    2 months ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

Trust Advisor

1 month ago

boston, United States Vaco Full time

Vaco Boston has partnered with our client, a highly regarded wealth management advisory firm, that is seeking a Trust Advisor.
Responsibilities:
· Administer trust and estate accounts and services in accordance with the clients' instructions and applicable laws, regulations, and trust agreements
· Provide exceptional customer service to clients, third parties, and internal departments
· Research and resolve complex trust and estate administration issues
· Prepare documents, reports, and other materials related to trust and estate accounts
· Prepare and review financial statements, trust accountings, and other fiduciary reports for accuracy
· Develop and maintain effective relationships with clients and third parties
· Stay up-to-date with laws, regulations, and industry changes related to trust and estate administration
· Ensure compliance with applicable laws, regulations, and trust agreements
· Monitor and respond to client inquiries in a timely manner
· Coordinate and oversee trust and estate activities with internal departments
Qualifications:
· 6+ years of previous trust administration experience.
· Certified Trust and Fiduciary Advisor (CTFA) or commitment to obtain the designation required.
· Demonstrated success in a personal client service environment.
· Ability to handle complex, sensitive, and confidential material with good judgment
· Excellent verbal, written, analytical, and editing skills.