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Details
  • Location: Boston MA
  • Type: Perm
  • Job #25665

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
 

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