Trust Advisor

Overview:
My client is seeking a highly experienced Trust Advisor to join their Fiduciary Services team. This role involves providing comprehensive support to Trustees and clients, managing a wide range of complex trust administration responsibilities. The ideal candidate will bring deep expertise in trusts, estate planning, investments, and tax law, along with a proactive, solutions-oriented mindset and a high level of discretion and professionalism.

Key Responsibilities:

• Research and analyze probate, fiduciary, retirement, and estate planning issues to develop tailored solutions for clients.
• Interpret and review trust instruments, both draft and finalized.
• Serve as a key point of contact for clients, attorneys, tax preparers, and other advisors.
• Provide leadership and training to team members to enhance internal processes.
• Oversee the administration of new and existing accounts, including openings, distributions, terminations, and tax-related filings.
• Manage projects and initiatives in collaboration with Trustees and the Head of Fiduciary Services.
• Partner with Client Services to ensure consistent, policy-aligned account management.
• Participate in the Fiduciary Risk Management Committee as assigned.
• Evaluate and improve internal policies and procedures for greater efficiency.
• Provide backup support for team members during absences.
• Coordinate and prioritize multiple projects with sound judgment and attention to detail.
• Maintain proficiency in relevant technology platforms and database systems.
• Collaborate across departments to ensure timely and accurate execution of client and trustee requests.
• Perform other duties as assigned by leadership.

Qualifications:

• Minimum of 7 years of experience in trust administration.
• Certified Trust and Fiduciary Advisor (CTFA) designation or willingness to obtain it.
• Strong technical skills, including proficiency in MS Excel, Word, and trust/accounting systems (e.g., Sungard's AddVantage, ProFx, Estate Planning Tools).
• Proven success in a client-facing environment with high standards of confidentiality and professionalism.
• Ability to work independently, manage loosely defined tasks, and support senior leadership.
• Strong follow-through, attention to detail, and organizational skills.
• Excellent written, verbal, and analytical communication abilities.
• Willingness to take ownership of responsibilities and meet demanding deadlines.
• Positive, team-oriented attitude with a strong work ethic.

Reporting & Work Schedule:
This position reports to the Head of Fiduciary Services. It is a full-time, exempt role based in Boston, MA, with a hybrid work schedule (3 days in-office, 2 days remote with approval). Flexibility in hours may occasionally be required.