Trust Advisor Position Available In Suffolk, Massachusetts

Job Description:

Must handle diverse client and Trustee needs with minimalsupervision, adapting effectively to varying personalities andworking styles. This Jobot Job is hosted by: Tyler May Are you afit? Easy Apply now by clicking the “Apply Now” button and sendingus your resume.

Salary:

$150,000 – $180,000 per year A bit aboutus: Are you a highly motivated and experienced professional in theAccounting and Finance industry? We are looking for a PermanentTrust Advisor to join our dynamic team. If you are passionate aboutwealth management, have a deep understanding of fiduciaryresponsibility, and thrive in a fast-paced, challengingenvironment, this role is perfect for you! Why join us? Leverageyour expertise in trust administration and estate planning to helpour clients achieve their financial goals. This is an excitingopportunity to grow your career in a supportive and challengingenvironment. We look forward to hearing from you!

Job Details KeyResponsibilities:

Manage Trust and Estate Accounts:

Oversee andmanage a portfolio of trust and estate accounts, ensuringcompliance with trust agreements and providing expert advice ontrust administration.

Financial Planning:

Provide comprehensivefinancial planning advice to clients, including retirementplanning, estate planning, and wealth management.

CollaborativeStrategy Development:

Work with a team of financial advisors,attorneys, and accountants to develop and implement effectivestrategies for wealth preservation and growth.

Expert Guidance:

Navigate complex probate and fiduciary matters, offering expertadvice and ensuring all fiduciary responsibilities are met.

ClientRelationship Building:

Build and maintain strong relationships withclients, providing exceptional customer service and ensuring clientsatisfaction.

Stay Informed:

Keep abreast of changes in tax laws,trust laws, and market trends, and adjust strategies and adviceaccordingly.

Business Development:

Participate in businessdevelopment activities, identify new opportunities, and expand theclient base.

Qualifications:

Educational Background:

Bachelor’sdegree in Finance, Accounting, or a related field. A Master’sdegree or relevant professional certification (such as CFP, CPA, orCTFA) is a plus.

Experience:

Minimum of 5 years of experience intrust administration, estate planning, retirement planning, or arelated field.

Knowledge:

Extensive knowledge of probate, fiduciarymatters, trust laws, and tax laws.

Skills:

Exceptional analytical,problem-solving, decision-making, and organizational skills.

Communication:

Excellent interpersonal and communication skills,with the ability to build strong relationships with clients andteam members.

Professionalism:

Commitment to maintaining thehighest standards of integrity, confidentiality, andprofessionalism.

Technical Proficiency:

Proficiency in usingfinancial planning software and other relevant computerapplications. Interested in hearing more? Easy Apply now byclicking the “Apply Now” button. Jobot is an Equal OpportunityEmployer. We provide an inclusive work environment that celebratesdiversity and all qualified candidates receive consideration foremployment without regard to race, color, religion, age, sex,national origin, disability status, genetics, protected veteranstatus, sexual orientation, gender identity or expression, or anyother characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with yourauthorization. Jobot will consider qualified candidates withcriminal histories in a manner consistent with any applicablefederal, state, or local law regarding criminal backgrounds,including but not limited to the Los Angeles Fair Chance Initiativefor Hiring and the San Francisco Fair Chance Ordinance.