Trust Accounting - Boston - Nuveen

We are seeking an experienced and highly trusted individual with Trust and Estate Administration experience to oversee the firm's client trust accounting and fiduciary administration functions. · We are dedicated to providing comprehensive and personalized strategic solutions to ...

Atlantic Group is hiring a Director of Accounting and Fund Operations (Hybrid) in Boston, MA for our client, overseeing fund accounting, trust accounting, and operational functions across alternative investments and client portfolios. · ...

The Principal Accountant will be responsible for analyzing and interpreting financial data and statements. · Maintaining and balancing trust accounts · Preparing financial statements and balance sheets · Recording daily Trust fund cash flows · ...

Seeking an experienced Trusts & Estates Administrative Paralegal. · Administer estates and trusts independently · Prepare probate filings and fiduciary accountings · Review and interpret wills and trust agreements · ...

+Job summary · An independent private trust company is seeking a Senior Trust Administrator to support and manage high-net-worth client relationships. · +ResponsibilitiesPrimary client contact for trust administration and estate settlement · Monitor distributions, cash, and acco ...

Experienced estate planning attorney to lead Trusts & Estates practice. · Manage high-volume Trusts & Estates practice. · Deliver complex estate planning solutions. · ...

The OpportunityAs a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals families foundations. · This role provides customized concierge-level c ...

The OpportunityAs a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals, families, and foundations. · ...

An independent private trust company is seeking a Senior Trust Administrator to support and manage high-net-worth client relationships. · ...

This role is seeking a Client Services Representative to join the team. · ...

This role is a Client Services Representative position in a confidential financial services firm in Boston. · Open and close accountsSupport portfolio managersBill pay for clientsC... ...

A mid-sized law firm seeks a Trust Administration and Estate Planning Paralegal for a full time position with the firm. · Prepare and file federal estate and gift tax returns (Form 706, 709) · Draft and file probate pleadings and related court documents · ...

We are seeking an Account Manager to support/servicing team client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts. · ...

We are seeking an Account Manager, Wealth Management Advisory to support/servicing team client relationships by coordinating administration of complex fiduciary, investment management, and/or custody accounts.This partner helps on-board and maintain accounts, responds to client i ...

Job summary · Northern Trust seeks an Account Manager for its Wealth Management Advisory team in Boston, · US.The ideal candidate will have excellent oral and written communication skills, · a strong analytical mind and problem-solving abilities. · ...

The Trust Operations Analyst role is responsible for daily and monthly processing within the Trust Accounting and Portfolio Management Systems.This job has extensive knowledge on posting transactions into the accounting databases. · Key Responsibilities And Duties · Performs dail ...

Our client is a Boston-based organization that supports complex financial, fiduciary, and multi-entity structures for individuals and private clients. · The team partners with advisors and internal stakeholders to manage tax reporting, · compliance, and planning related to trusts ...

The team partners with advisors and internal stakeholders to manage tax reporting, compliance, and planning related to trusts, estates, and related entities. · ...

+We are seeking an Operations Specialist within our Accounting team at Fiduciary Trust Company. · +Produce Annual Probate Accountings using court accounting software. · Copy and assembly of accountings to submit to Account Officers. · ,1} ( I have made all fields as specified) n ...

We are seeking a dedicated Client Relationship Manager to join our dynamic team in Boston.The ideal candidate will serve as the primary point of contact for our clients ensuring seamless communication building trust and supporting long-term partnerships. · ...

The firm is seeking a self-motivated Estate Administrator to assist the attorneys in the Trusts and Estates Department with all aspects of estate administration. · Draft, read, and interpret legal and estate planning documents. · Administer estates, including high net worth esta ...