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Sr. Trust Administrator

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Robert Half Finance & Accounting
πŸ“ Boston, United States
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Location Boston
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Posted May 09, 2026
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Commute Local Area
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Job Description

Description We are looking for a Senior Trust Administrator to join a respected firm specializing in wealth management in Boston, Massachusetts. This role is ideal for professionals who excel in client-facing environments and have extensive knowledge of trust and estate administration. The position focuses on providing personalized service to families while managing intricate fiduciary relationships and financial matters.

Responsibilities:
β€’ Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions.
β€’ Manage account activities such as distributions, cash flow operations, and asset transfers.
β€’ Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions.
β€’ Support investment-related processes, including reporting and executing trades.
β€’ Maintain meticulous documentation and safeguard the integrity of client records.
β€’ Provide insights and recommendations on fiduc...

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πŸ“ Location Details

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City
Boston
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Country
United States
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Commute
Local Area

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