Senior Trust & Wealth Advisor

Landing Point; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Landing Point in Boston seeks a Trust Advisor to join its Wealth Management Group. The role focuses on assisting Trustees, coordinating account activity, and advising on financial and estate planning matters for high-net-worth clients.

The position emphasizes cross-generational client contact, collaboration with partners, and meticulous attention to tax, investment, and budgeting considerations.

Qualifications

• Financial, accounting, or legal background with a related degree.
• Strong understanding of income taxes, investments, and estate planning.
• Minimum of 3 years of experience working with high-net-worth clients.
• Strong Excel skills and proficiency in MS Office Suite.
• Complex project management skills and ability to handle multiple projects.

Responsibilities

• Assist Trustees with administrative decisions and ensure accounts are administered according to document terms.
• Maintain frequent direct contact with multiple generations of family members.
• Support partners and clients on financial, personal, and estate planning matters.
• Monitor cash flow, perform budget analysis, and assist with financial planning decisions.
• Coordinate account activity, including receipts, disbursements, and account management.
• Oversee asset custody and coordinate with external advisors and family consultants.
• Ensure effective inter-departmental communication and service coordination.

Skills

Excel

MS Office

Estate planning knowledge

Project management

Client communication

Education

Bachelor's degree in finance/accounting or law

Job description

Landing Point in Boston seeks a Trust Advisor to join its Wealth Management Group. The role focuses on assisting Trustees, coordinating account activity, and advising on financial and estate planning matters for high-net-worth clients.

The position emphasizes cross-generational client contact, collaboration with partners, and meticulous attention to tax, investment, and budgeting considerations.