Find & Apply For Personal Financial Advisor Jobs in Needham, Massachusetts

Jobs › Needham, MA › Trust Coordinator Robert Half Trust Coordinator Needham, MA Apply Description Join a mission-driven nonprofit supporting individuals with disabilities through trust administration and beneficiary services. We're seeking a detail-oriented professional with experience in trust administration, banking operations, fiduciary services, asset management, or client service. Responsibilities Process and review trust disbursement requests. Communicate with beneficiaries and agents to collect required documentation. Monitor account balances and prepare financial reports. Support cash management and investment-related reporting. Collaborate with internal teams on beneficiary spending plans. Document investment review meetings and action items. Assist with trust administration projects and beneficiary support. Requirements Qualifications Bachelor's degree in Business, Finance, Accounting, or related field. 1-3 years of experience in fiduciary services, banking operations, trust administration, asset management, or client service. Strong attention to detail and organizational skills. Proficiency with Microsoft Office, Adobe Acrobat, and CRM systems (Salesforce preferred). Knowledge of trusts, estate planning, or public benefits is a plus. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) . Active Filters Trust Coordinator Needham, MA Clear All Apply