Trust Operations Associate

Trust Operations Associate at Beacon Hill Staffing Group, LLC Trust Operations Associate at Beacon Hill Staffing Group, LLC in Boston, Massachusetts Posted in 3 days ago. $80,000.00 - $110,000.00 per year

Job Description:

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Trust Operations Associate to $110K - Account Lifecycle Role! Our client, a large wealth management firm, is seeking a Trust Operations Associate to support the full lifecycle of client accounts and to ensure operational accuracy across critical processes. This role includes account onboarding and maintenance, asset transfers, document management, and frequent coordination with both internal and external partners. The ideal candidate brings 2+ years of experience in financial services operations, strong attention to detail, and an interest in in trust and estate environments.

Position Details:

Location:

Boston, MA Work Model:

Hybrid Degree:

Required Responsibilities include supporting new and existing account onboarding by preparing and reviewing documentation; coordinating account openings, funding, maintenance, and terminations in accordance with regulatory and internal requirements; facilitating incoming and outgoing asset transfers across various security types; partnering with investment and operations teams to ensure accurate system updates and reconciliations; processing trust-related notices, withdrawals, and administrative changes; maintaining organized and compliant electronic records; reviewing procedures to identify opportunities for operational improvement; and managing multiple concurrent workflows while meeting deadlines. The ideal candidate possesses prior experience in financial services, trust administration, or back-office operations; working knowledge of account documentation, compliance requirements, and asset movement processes; strong proficiency in Microsoft Office and the ability to learn new systems quickly; excellent written and verbal communication skills; high level of professionalism and discretion when handling confidential information; and strong organizational skills with consistent follow-through. This role offers a collaborative environment, predictable hours, outstanding benefits, and a strong commitment to work-life balance within a stable and respected organization. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)