Hybrid Trust & Estate Advisor for HNW Families

Kennison & Associates; Boston (MA); Hybrid; USD 120,000 - 185,000; Full time

Benefits offered by this job

Hybrid work

Discretionary bonus

Comprehensive benefits

Job summary

Kennison & Associates, a premier Boston law firm, seeks a Trust Advisor to manage complex trust and wealth planning for sophisticated, multi-generational families. You will work with attorneys, tax professionals, and investment advisors to deliver strategic financial guidance and an exceptional client experience.

The ideal candidate has a finance, accounting, or law background with 3+ years of experience with high-net-worth clients and a deep understanding of trusts, estate planning,

Qualifications

• Strong analytical abilities with attention to detail.
• Excellent relationship-management and client-service skills.
• Solid project-management capabilities to coordinate multi-party workflows.
• Background in finance, accounting, or law helpful for trust/tax matters.
• Solid understanding of trusts, estate planning, investments, and taxation.

Responsibilities

• Oversee complex trust, estate, investment management, IRA, foundation, and partnership accounts.
• Collaborate closely with clients, attorneys, tax professionals, and investment advisors.
• Guide financial, estate and wealth planning strategies while delivering an exceptional client experience.
• Support business development and maintain a high level of client service.

Skills

Analytical

Relationship management

Project management

Finance background

Estate planning

Tax matters

Job description

Kennison & Associates, a premier Boston law firm, seeks a Trust Advisor to manage complex trust and wealth planning for sophisticated, multi-generational families. You will work with attorneys, tax professionals, and investment advisors to deliver strategic financial guidance and an exceptional client experience.

The ideal candidate has a finance, accounting, or law background with 3+ years of experience with high-net-worth clients and a deep understanding of trusts, estate planning,