Trust Coordinator

Company Overview:

A prestigious law firm founded in 1899, headquartered in Boston, Massachusetts, specializes in strategic practice areas including 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 a small group of assigned accounts in accordance with their document terms and assist Trustees with administrative decisions.
• Assist Trust Advisors, Trustees, Lawyers, and Clients in handling routine and non-routine transactions.
• Respond to various internal and external client requests and inquiries.
• Screen and direct telephone calls and client inquiries to appropriate parties.
• Create, draft, edit, and revise letters, memorandums, charts, family trees, and documents.
• Process incoming and outgoing mail and respond immediately to time-sensitive mail.
• Coordinate and schedule internal and external client meetings.
• Maintain electronic filing system to department standards.
• Assist with vacation and overflow coverage as needed for the Trust Advisor and Trust Coordinator team.
• Assist with special projects, including administration of grant programs and large mailings.
  
  

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 in managing projects and tasks with multiple stakeholders.
• Demonstrated ability to organize work and set priorities to meet deadlines.
• Superior verbal and written communication skills.
• Professional demeanor and presentation.
  
  

Work Authorization:

• Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm.
  
  

Compensation: Salary: $68,000 – $85,000

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