Estate & Trust Administrator — Flexible, Remote Work

Howland Capital Management LLC; Boston (MA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health care

Dental

Vision

Tuition assistance

401k matching program

Job summary

A financial services firm in Boston seeks an Estate and Trust Administrator to support portfolio management and assist with estate planning and administration. Candidates must have a Bachelor's degree and strong organizational skills. The role involves conducting reviews of client trusts, overseeing estate settlement, and preparing probate accounting reports. The firm offers competitive benefits, a flexible work environment, and values diversity in the workplace.

Qualifications

• Bachelor's degree required; relevant certifications preferred.
• Excellent phone presence and communication skills are essential.
• Prior experience in financial services or law preferred.

Responsibilities

• Conduct high-level summary reviews of client estate plans.
• Assist Chief Fiduciary Officer with detailed reviews of trust documents.
• Oversee administration of client estates for accurate tracking.

Skills

Excellent phone presence

Strong organizational skills

Proficiency in MS Office products

Ability to manage multiple tasks

Verbal and written communication skills

Education

Bachelor's degree

Paralegal certification, CTFA, CPA

Tools

MS Office

Tamarac

Microsoft Dynamics CRM

Brentmark

Job description

A financial services firm in Boston seeks an Estate and Trust Administrator to support portfolio management and assist with estate planning and administration. Candidates must have a Bachelor's degree and strong organizational skills. The role involves conducting reviews of client trusts, overseeing estate settlement, and preparing probate accounting reports. The firm offers competitive benefits, a flexible work environment, and values diversity in the workplace.