Trust Advisor

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

Salary Range: $120K-$185K | Bonus eligible

Schedule: Full-time | Monday-Friday | Exempt

Required: Bachelor's degree and 3+ years of experience working with high-net-worth clients

Applicants must be authorized to work in the United States without sponsorship. This position is not eligible for employer-sponsored work authorization now or in the future.

About the Opportunity

A top Boston law firm is seeking an experienced Trust Advisor to join its wealth management team. This role works closely with high-net-worth and multi-generational families, providing sophisticated trust administration, wealth management, financial planning, and estate planning support.

Required Qualifications & Skills

• Bachelor’s degree in finance, accounting, legal studies, or a related field
• 3+ years of experience working with high-net-worth clients
• Strong knowledge of trust administration, estate planning, investments, income taxes, partnership structures, and estate and gift taxes
• Demonstrated ability to manage confidential and sensitive information with discretion and sound judgment
• Excellent client communication and relationship-building skills with the ability to work effectively with diverse personalities
• Strong analytical, organizational, and project management skills, including the ability to manage multiple priorities and deadlines
• Ability to collaborate effectively across departments and serve as a liaison on complex client matters
• Strong Microsoft Excel and Microsoft Office Suite skills, with the ability to quickly learn new technology and applications
• Professional communication style and presentation appropriate for a client-facing environment
• Proactive approach, innovative thinking, adaptability, and sound judgment

Key Job Responsibilities

• Assist trustees with trust administration and ensure accounts are managed according to governing documents and applicable requirements
• Develop trusted relationships through frequent direct contact with high-net-worth clients and multiple generations of family members
• Partner with Wealth Management professionals and clients on financial planning, estate planning, investment, and personal financial matters
• Monitor cash flow, conduct budget analysis, and support general financial planning decisions
• Coordinate account activity, including receipts and disbursements, beneficiary needs, account openings and closings, funding, and charitable and non-charitable gifts
• Oversee asset custody across internal and external financial institutions and coordinate with outside advisors and family consultants
• Monitor account cash levels to ensure client needs are met effectively and efficiently
• Coordinate with investment, tax, operations, and legal teams to ensure accurate and timely account administration
• Prepare specialized reports, spreadsheets, and other client-related materials as needed
• Lead and contribute to complex projects while managing multiple priorities and deadlines

All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.