What are the responsibilities and job description for the Professional Fiduciary Trust Advisor position at Boston Staffing Partners?
Company Description Boston Staffing Partners (BSP) is a boutique staffing firm specializing in permanent and temporary recruitment solutions, with offices in Boston, MA. BSP focuses on Financial Services, Accounting & Finance, Human Resources, and Administrative Services for clients in the greater Boston area and beyond. The firm supports hiring needs from staff through C-level professionals across a wide range of industries. BSP offers competitive and customized recruitment solutions for permanent, contract, and temporary roles. Candidates can expect a consultative approach and access to high-quality opportunities with reputable employers.
Role Description This Professional Fiduciary Trust Advisor role is a contract position based in Boston, MA, with a hybrid work arrangement that combines on-site presence and work from home. The Professional Fiduciary Trust Advisor will oversee and administer fiduciary and trust accounts, ensuring that client assets are managed in accordance with legal, regulatory, and trust document requirements. Day-to-day responsibilities include reviewing and interpreting trust and estate documents, coordinating with legal and financial professionals, and advising internal stakeholders on fiduciary best practices and risk management. The advisor will monitor account activity, document decisions, respond to client and beneficiary inquiries, and help resolve complex trust-related issues in a timely and compliant manner. The role also involves maintaining accurate records, preparing reports, and contributing to process improvements that enhance client service and operational efficiency.
Qualifications
Role Description This Professional Fiduciary Trust Advisor role is a contract position based in Boston, MA, with a hybrid work arrangement that combines on-site presence and work from home. The Professional Fiduciary Trust Advisor will oversee and administer fiduciary and trust accounts, ensuring that client assets are managed in accordance with legal, regulatory, and trust document requirements. Day-to-day responsibilities include reviewing and interpreting trust and estate documents, coordinating with legal and financial professionals, and advising internal stakeholders on fiduciary best practices and risk management. The advisor will monitor account activity, document decisions, respond to client and beneficiary inquiries, and help resolve complex trust-related issues in a timely and compliant manner. The role also involves maintaining accurate records, preparing reports, and contributing to process improvements that enhance client service and operational efficiency.
Qualifications
- Strong foundation in Law, with the ability to interpret legal and fiduciary obligations in a trust and estate context.
- Proficiency in Legal Document Preparation, including drafting, reviewing, and organizing trust, estate, and related legal documents.
- Experience addressing Legal Issues and providing practical Legal Advice related to fiduciary duties, regulatory requirements, and risk mitigation.
- Working knowledge of Labor and Employment Law as it may relate to trustees, fiduciary responsibilities, and client arrangements.
- Prior experience in trust administration, wealth management, estate planning, or a related financial services environment.
- Excellent analytical, organizational, and documentation skills with keen attention to detail and accuracy.
- Clear, professional written and verbal communication skills and the ability to explain complex concepts to diverse stakeholders.
- Bachelor’s degree required; a JD, paralegal certificate, or relevant fiduciary/trust certifications are strongly preferred.
- Ability to work effectively in a hybrid environment, manage confidential information, and operate with high ethical standards and integrity.