Trust Coordinator

Company Overview:

A prestigious law firm headquartered in Boston, Massachusetts, specializes in strategic practice areas such as Private Equity, Finance & Restructuring, M&A, Venture Capital, and Capital Markets. They are seeking a Trust Coordinator to provide administrative support for Trust Advisors and Wealth Management Clients.

Job Responsibilities:

• Help administer assigned accounts in accordance with document terms and assist Trustees with administrative decisions.
• Assist Trust Advisors, Trustees, Lawyers, and Clients with routine and non-routine transactions, including client bill-paying and account maintenance.
• Respond to internal and external client requests and inquiries.
• Screen and direct telephone calls and client inquiries; coordinate e-mail and voicemail messages.
• Create, draft, edit, and revise documents using sample templates.
• Process incoming and outgoing mail and respond to time-sensitive mail.
• Coordinate and schedule client meetings, including reserving conference rooms and registering visitors.
• Maintain the electronic filing system to department standards.
• Assist with vacation and overflow coverage for the Trust Advisor and Trust Coordinator team.
• Assist with special projects, including grant programs and research projects.
  
  

Qualifications:

• Bachelor’s Degree required.
• 3-5 years’ experience in a financial services setting required; estate and trust experience is a plus.
• Strong Excel skills and proficiency in the MS Office Suite.
• Experience managing projects and tasks with multiple stakeholders.
• Superior verbal and written communication skills.
• Professional demeanor and presentation.
• Legally authorized to work in the United States without sponsorship.
  
  

Compensation:

Salary: $68,000 – $85,000

The post Trust Coordinator appeared first on Landing Point.