Trust Assistant

Trust Assistant at NextPhase Search Trust Assistant at NextPhase Search in Brookline Village, Massachusetts Posted in 2 days ago.

Type:

full-time

Job Description:

NEW!! Trusts/ Fiduciary Services Coordinator, Wealth Management, Boston (3 days in office weekly/ 2 remote) About the

Company/Role:

This is a pivotal support position within a premier professional services firm's private wealth group. You will serve as the primary administrative partner for a dedicated team of Trust Advisors, ensuring the seamless management of high-net-worth client portfolios. This role is ideal for a detail-oriented professional who thrives in a sophisticated, collegial environment where high-touch service and technical accuracy are paramount. What you'll do:

Fiduciary Administration:

Assist in the oversight of a specific client base, ensuring all account activities align with established governing documents and assisting with key administrative determinations.

Transaction Management:

Facilitate various financial activities, including disbursements, account updates, gifting initiatives, and the oversight of insurance and personal service provider requirements.

Communication & Scheduling:

Manage complex calendars, coordinate high-level client meetings, and act as a professional point of contact for internal and external inquiries.

Technical Documentation:

Produce and refine sophisticated deliverables, including legal correspondence, financial charts, genealogical mapping, and detailed spreadsheets.

Project Leadership:

Spearhead various initiatives such as grant program administration for private foundations, large-scale philanthropic mailings, and specialized research.

Operational Excellence:

Maintain rigorous electronic filing standards and provide cross-functional coverage to ensure consistent department-wide support.

About you:

Education:

You hold a Bachelor's Degree.

Experience:

You bring 3-5 years of experience in financial services; specific exposure to trusts and estates is highly preferred.

Technical Savvy:

You are an expert-level Excel user and proficient in the full MS Office Suite, with a proven ability to master new proprietary software quickly.

Organizational Mastery:

You excel at managing competing priorities and meeting firm deadlines while working both independently and as a proactive team member.

Communication Style:

You possess exceptional verbal and written communication skills and maintain a professional demeanor suitable for a top-tier office environment.

Legal Standing:

You are currently authorized to work in the United States without the need for future sponsorship.