Senior Trust Advisor, Wealth Management

JOHNLEONARD; Boston (MA); On-site; USD 120,000 - 185,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

JOHNLEONARD, a top Boston law firm, seeks an experienced Trust Advisor to join its wealth management team. You will work closely with high-net-worth and multi-generational families to deliver sophisticated trust administration, wealth planning, and estate planning support.

The role requires a Bachelor's degree and 3+ years serving high-net-worth clients, with strong knowledge of trust administration, investments, taxes, and compliance. You will collaborate across departments with discretion.

Qualifications

• Bachelor's degree in finance, accounting, legal studies, or related field.
• 3+ years of experience with high-net-worth clients.
• Strong knowledge of trust administration, estate planning, investments, taxes, and related structures.
• Ability to handle confidential information with discretion.
• Excellent client communication and relationship-building skills.
• Proactive, adaptable, and able to manage multiple priorities.

Responsibilities

• Assist trustees with trust administration according to governing documents.
• Develop trusted relationships with high-net-worth clients and generations of family members.
• Collaborate with Wealth Management on financial planning, estate planning, investments and personal financial matters.
• Monitor cash flow and conduct budget analysis.
• Coordinate account activity, including openings/closings, funding, and gifts.
• Oversee asset custody and coordinate with outside advisors.
• Prepare reports and client materials as needed.
• Lead complex projects and manage deadlines.

Skills

Client communication

Relationship-building

Analytical skills

Discretion and judgment

Microsoft Excel

Cross-department collaboration

Education

Bachelor's degree in finance, accounting, legal studies, or related field

Tools

Microsoft Office Suite

Job description

JOHNLEONARD, a top Boston law firm, seeks an experienced Trust Advisor to join its wealth management team. You will work closely with high-net-worth and multi-generational families to deliver sophisticated trust administration, wealth planning, and estate planning support.

The role requires a Bachelor's degree and 3+ years serving high-net-worth clients, with strong knowledge of trust administration, investments, taxes, and compliance. You will collaborate across departments with discretion.