Description

Our client is a Wealth Management firm looking to bring a Trust Advisor to the team. This is a hybrid role, 3 days in office. They are in Boston.

The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.

Ideal candidate will bring 7+ years of trust or estates experience. Bachelor’s degree is required. CTFA and JD is big plus. Strong communication skills since this position will be working with clients.

Requirements

Please email Matthew.Baker@roberthalf or reach out to me on LinkedIn for immediate consideration

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