11 Trust Administrator Jobs near me
Bowditch & Dewey, LLP is Hiring a Trust Administrator Near Worcester, MA
Responsibilities
- Support Trust Officers with trust and investment administration using trust accounting system including bill payment, reimbursements, trust and estate distributions, and tax payments; assist with opening new trust and estate accounts, set up interested parties, and submit external brokers’ executed trades; assist clients and beneficiaries with online view access to trust accounting system; perform irrevocable life insurance trust administration.
- Prepare and submit EIN requests online; complete documents to open trust, estate, and IRA accounts with financial institutions and complete all types of life insurance forms for irrevocable life insurance trusts and estates.
- Coordinate the Trust Investment Committee’s monthly review process, provide lists for the Committee’s external advisor, print reports from Investors’ View, combine with advisor recommendations and distribute to Committee members
- Perform online banking tasks for the Trust Department’s disbursement checking account, such as making remote deposits using a scanner and entering check details for fraud detection purposes (Positive Pay)
- Assist with gathering fiduciary and personal income tax information for returns processing, distribute grantor or beneficiary tax letters and forms by mail, e-mail, or upload, and assist with maintaining tax return tracking list
- Provide estate administration questionnaires to client families; arrange for decedent’s mail forwarding; prepare probate forms, real estate documents, and lists of estate assets and liabilities; arrange for appraisals of personal and real property, perform securities valuations; work with Personal Representatives to collect and consolidate assets, pay debts and expenses.
- Prepare cover letters; prepare DocuSign files to secure client signatures; scan documents and profile to NetDocs; enter data into the Will Vault and prepare original documents for transfer to storage at Iron Mountain.
- Coordinate and schedule video conference calls and in-person client meetings; function as a witness for client document execution and as a Notary Public where necessary; other administrative support tasks.
- Provide other administrative support and reception desk coverage as needed
- Bachelor’s degree preferred, but not required
- 3-5 years of experience in trust administration or a similar role
- Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively
- Excellent written and verbal communication skills, with a keen eye for detail
- Strong client service skills
- Intermediate computer skills including experience with Microsoft Office (Word, Outlook, Excel, PowerPoint), Kofax Power PDF or similar/equivalent PDF program, and NetDocs; willingness and ability to learn different technologies
- Ability to maintain confidentiality and handle sensitive information with discretion
- Appropriate math and problem-solving skills
- Enthusiasm for learning and willingness to adapt to changing priorities and workflows
- Competitive salary commensurate with experience
- Comprehensive benefits package, including health insurance, retirement plans, paid time off
- Opportunities for professional development and advancement within the firm
- A supportive and collaborative work environment with a team of dedicated professionals
If you are interested in becoming part of an organization which provides exceptional service, cost effective representation and successful results, please send cover letter and resume to:Human Resources Department
Bowditch & Dewey, LLP
311 Main Street
P.O. Box 15156
Worcester, MA 01615-0156
E-mail: recruiting@bowditch.com
Equal Opportunity Employer
Job Summary
Full Time
Specialty Trade in Construction
$61k-76k (estimate)
05/31/2024
06/23/2024
bowditch.com
HINGHAM, MA
100 - 200
1914
WILLIAM R DRAKE
$10M - $50M
Specialty Trade in Construction
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About Bowditch & Dewey, LLP
At our firm, we work on a premise called practical lawyering. Its characterized by implementing sensible solutions. We are active listeners and continually seek feedback from our clients in formal and informal ways so we can keep raising the bar on client service. It is this client-centric viewpoint, guided by three tenetsdiligence, expertise and insightthat has enabled our firm to help clients to achieve their business goals for over 100 years.
The job skills required for Trust Administrator include Accounting, Client Service, Microsoft Office, Accounting Systems, Problem Solving, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Administrator positions, which can be used as a reference in future career path planning. As a Trust Administrator, it can be promoted into senior positions as a Trust Operations Team Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Administrator. You can explore the career advancement for a Trust Administrator below and select your interested title to get hiring information.
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