- Researching and reviewing probate, fiduciary, income, retirement plan, estate planning issues apply effective solutions to individual client circumstances.
- Regularly review and interpret draft and existing trust instruments.
- Regularly communicate with clients, outside attorneys, tax preparers, and other advisors.
- Providing thought leadership to other team members to improve processes and training.
- Providing knowledge and guidance over administering new and existing accounts, including all aspects of the account opening process, account distributions, terminations, death, gift and GST administration, and gift tax return preparation.
- Managing and overseeing projects or tasks identified by the Head of Fiduciary Services in conjunction with Trustees, and other team members.
- Working with Client Services to ensure a consistent and comprehensive approach, following standard office policies and procedures. Working with the team to resolve procedural and administrative issues about accounts.
- Participating in the Fiduciary Risk Management Committee when assigned.
- Reviewing current office policies to improve processes and efficiencies.
- Supporting, working closely with, and providing backup when other team members are away from the office.
- Effectively managing multiple ongoing projects, coordinating processes and successfully prioritizing multiple tasks with sound judgment.
- Developing and maintaining a high level of proficiency using various technological resources and database applications.
- Working effectively with multiple office departments following established procedures, ensuring client and trustee requests are completed.
- Other duties as assigned by the Head of Fiduciary Services.
- 7 + years of previous trust administration experience.
- Certified Trust and Fiduciary Advisor or commitment to obtain the designation required.
- High level or in-depth computer competencies: MS Excel and Word, Accounting/Portfolio Management Systems (Sungard's AddVantage, ProFx, Estate Planning Tools, Charitable Financial Planner, etc.).
- Demonstrated success in a personal client service environment.
- Ability to handle complex, sensitive, and confidential material with good judgment, maturity, and an optimistic outlook, even in high-stress situations.
- Can take the initiative, work with limited direction, complete loosely defined tasks, and find ways to leverage the time of Trustees and Senior Management to add value to the company.
- Willingness to learn new areas of job responsibilities.
- Consistent and robust follow-up skills with a strong attention to detail.
- Excellent verbal, written, analytical, and editing skills.
- Must be able to learn new concepts and computer applications within a complex and demanding environment.
- Must be willing and able to "own" the process and take responsibility for meeting challenging deadlines.
- Have both a strong work ethic and a sense of "getting it right."
- Have a "can do" attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.
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Trust Advisor - Boston, United States - Loring, Wolcott & Coolidge Trust, LLC
Description
As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. 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. Inherent in this role is the need to regularly meet new challenges with an open mind, be solutions-oriented, and provide optimistic responses. The nature of this position results in significant exposure to trusts, estate planning, and investment portfolio management activity. Integrity, discretion, and respect for confidential information are essential.
Responsibilities Include:
Qualifications and Skills:
Reporting & Classification:
The Trust Advisor will report to the Head of Fiduciary Services. This position is exempt and is required to work in the Boston office Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice.
Work Location:
The Trust Advisor will be required to work from our Boston, MA office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm's Remote Workplace Program.
This job description is not intended to include all job responsibilities, does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.
Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.
