Trust Advisor

Vaco Boston has partnered with our client, a highly regarded wealth management advisory firm, that is seeking a Trust Advisor.

Responsibilities:

· Administer trust and estate accounts and services in accordance with the clients’ instructions and applicable laws, regulations, and trust agreements

· Provide exceptional customer service to clients, third parties, and internal departments

· Research and resolve complex trust and estate administration issues

· Prepare documents, reports, and other materials related to trust and estate accounts

· Prepare and review financial statements, trust accountings, and other fiduciary reports for accuracy

· Develop and maintain effective relationships with clients and third parties

· Stay up-to-date with laws, regulations, and industry changes related to trust and estate administration

· Ensure compliance with applicable laws, regulations, and trust agreements

· Monitor and respond to client inquiries in a timely manner

· Coordinate and oversee trust and estate activities with internal departments

Qualifications:

· 6+ years of previous trust administration experience.

· Certified Trust and Fiduciary Advisor (CTFA) or commitment to obtain the designation required.

· Demonstrated success in a personal client service environment.

· Ability to handle complex, sensitive, and confidential material with good judgment

· Excellent verbal, written, analytical, and editing skills.