Job Title: Trust Coordinator

Location: Boston, MA 02110

Salary/Payrate: $75K-$80K annually plus a performance-based bonus and AWESOME benefits!!!

Work Environment: Hybrid (#1 of days WFH)

Term: Permanent / Fulltime

Bachelor’s degree required: Yes

Referral Fee: AMS will pay $500 should the person you refer gets hired

JOB DESCRIPTION

#LI-AV1

Our client, an AmLaw 200 firm, is seeking a Trust Coordinator at their offices in Boston, MA 02110. This is a full time, permanent role paying an annual base salary of $75K to $80K plus a performance-based bonus and excellent benefits package. The Trust Coordinator provides direct administrative support for assigned Trust Advisors and a small subset of Wealth Management Clients.



Job Functions:

• Help to administer a small group of assigned accounts in accordance with their document terms and assist the Trustees with the administrative decisions of those accounts.
• Assist Trust Advisors, Trustees, Lawyers, and Clients in handling routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, and payment of domestic household help, insurance matters, gifting programs, and other tasks as directed.
• Respond to various internal and external client requests and inquiries.
• Screen and direct telephone calls and client inquiries to appropriate parties. Coordinate e-mail and voicemail messages to Trust Advisor specifications. Maintain and track special client email boxes.
• Create, draft, edit, and revise letters, memorandums, charts, family trees, and documents utilizing sample templates.
• Process incoming and outgoing mail throughout the day and respond immediately to time-sensitive mail.
• Coordinate and schedule internal and external client meetings, including but not limited to reserving conference rooms, registering visitors to the building, etc.
• Assist with document production including letters, memorandums, charts, family trees and spreadsheets.
• Maintain electronic filing system to department standards, including filing all client communications and documents on a regular basis.
• Assist with vacation and overflow coverage as needed for the Trust Advisor and Trust Coordinator team by handling routine and non-routine administrative tasks at the direction of the Trust Advisors.
• Assist with special projects, including, but not limited to the administration of grant programs for client foundations, large mailings for family funds, and research projects.
• May perform additional duties as requested.
• Essential Competencies:
• Work proactively with others to support efforts within a department or function of the Firm.
• Organize and prioritize assignments and contribute to the department’s ability to meet or exceed goals and standards.
• Maintain current knowledge of trends and developments affecting the area of specialization.
• Use innovative thinking and exercise sound judgment to achieve results. Escalates matters when appropriate.

Qualifications:

•  Bachelor’s Degree required.
• 3-5 years’ experience in a financial services setting required. Estate and trust experience is a plus.
• Experience in managing projects and tasks with multiple stakeholders to a successful conclusion under inflexible deadlines.
• Demonstrated ability to work well with multiple supervisors while keeping them informed and involved.
• Demonstrated ability to organize work and set priorities to meet deadlines while working independently.
• Superior verbal and written communication skills.
• Professional demeanor and presentation consistent with a professional office environment.
• Strong Excel skills and a proficient user of all other MS Office Suite products. Adaptability to learn and become expert in new applications with limited formal training.
• Strong ability to work well with a wide range of personalities and expectations.