What are the responsibilities and job description for the Trust Operations Associate position at Daley And Associates, LLC?
Trust Operations Associate | Boston, MA
We are currently seeking candidates for a Trust Operations Associate at a law firm (multiple locations) in Downtown Boston, MA, 02109.
This is a full-time permanent role; the yearly salary is between $90K - $100K (based on relevant work experience) within a 40-hour work week.
The ideal candidate will have 3 years of trust administration or financial services operations experience.
On-site 5 days per week.
Starts July 20th, 2026.
RESPONSIBILITIES
We are currently seeking candidates for a Trust Operations Associate at a law firm (multiple locations) in Downtown Boston, MA, 02109.
This is a full-time permanent role; the yearly salary is between $90K - $100K (based on relevant work experience) within a 40-hour work week.
The ideal candidate will have 3 years of trust administration or financial services operations experience.
On-site 5 days per week.
Starts July 20th, 2026.
RESPONSIBILITIES
- Opening of new trusts, retirement, and investment accounts.
- Review and collect documentation necessary for client files.
- Coordinate the transfer of assets.
- Ensure assets have an updated valuation.
- Review and communicate all approved trades and distributions.
- Monitor the trade and settlement flow of client investment activity.
- Monitor cash disbursements and cash payments.
- Monitor wire transfers.
- Timely resolution of all outstanding exceptions.
- Maintain client relationships.
- Monthly and quarterly client reporting.
- Frequent interaction with clients and external auditors.
- Bachelor’s degree
- 3 years of trust or financial services experience
- Proficiency in MS Office Suite, including Word, Excel, Outlook, and PowerPoint
- Excellent organizational skills
- Effective communicator, comfortable interacting with different people and departments
- Must be highly organized and able to manage time extremely well
- Must be a dependable team player who works collaboratively and cooperatively with others in a team-oriented environment
Salary : $90,000 - $100,000