Senior Trust Administrator Job at Robert Half (Boston)

Senior Trust Administrator

This position reports to the Trust Manager / Assistant Manager. The Senior Trus...

Location

Salary:

Not provided

NSM Team

Expiration Date

Until further notice

Requirements

A minimum of 2 years relevant experience in the trust field
Commenced studying for a relevant qualification such as STEP or ICSA
A commitment to a career in trust and corporate administration
Accurate written and effective verbal communication skills
The ability to use MS Word, Excel and Outlook at an intermediate level
A demonstrated commitment to consistently providing quality client service
Good team skills and be flexible to change and the needs of the business
Be detail orientated and analytical
Be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
The ability to take responsibility for and to drive and execute tasks

Job Responsibility

Undertake all routine administration for clients or as instructed by the Manager
Accurately effect client banking instructions
Have an awareness of client take on procedures and the associated risk involved
Become familiar with team’s existing allocated client portfolio
Ensure quality day to day service for team’s client portfolio
Understand trust and corporate regulatory requirements
Communicate effectively and concisely with other team members
Maintain a courteous, positive and professional manner with both external and internal clients and colleagues at all times
Pro-actively work with internal individuals and groups to ensure timely delivery of client data
Ability to resolve queries/find solutions

Semi Senior or Senior, Trusts & Estates

The role is for a Semi Senior or Senior to join the Trusts & Estates team, actin...

Location

United Kingdom , Bristol or Weymouth

Salary:

Not provided

Albert Goodman LLP

Expiration Date

Until further notice

Requirements

ATT or AAT qualified
2 to 3 years’ practice experience, preferably in trusts, estates or private client work
Confident and collaborative team player
Excellent communication skills with the ability to build trusted client relationships
Strong attention to detail, discretion and a proactive approach

Job Responsibility

Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration
Supporting junior members of the team
Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations
Supporting executors with estate administration and probate requirements
Liaising with trustees, beneficiaries, solicitors and investment managers
Assisting senior colleagues with succession and estate planning projects
Providing clear, practical guidance to clients in a professional and empathetic manner

What we offer

A minimum of 25 days holiday which increases with length of service
Option to buy and sell holiday
Annual salary review
Hybrid working
Payment of any professional subscriptions relevant to your role
Group pension scheme
Life assurance, which includes access to a smart health app
Employee assistance programme for you and your family
One volunteering day per year
Cinema Society discounts

Fulltime

Senior Tax Accountant, Trusts & Estates

Our growing, collaborative, and supportive tax practice is looking for a Senior ...

Location

United States , Gaithersburg

Salary:

Not provided

Lanigan Ryan

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or Economics or equivalent experience
Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
JD or LLM credentials will be considered and are welcomed
At least 3-6 years of public accounting experience
Experience preparing and reviewing fiduciary income tax returns and estate tax filings
990 experience preferred
Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions
Knowledge of accounting and tax software
Highly motivated with the desire to grow and develop this practice area
Passion for helping clients with estate planning, compliance, and wealth transfer needs

Job Responsibility

Review and prepare estate, trust, and fiduciary income tax returns as well as individual and business returns
Review and prepare fiduciary accounting for trusts, estates, and guardianships in accordance with applicable statutes and court rules
Ensure multi-state compliance with probate, inheritance, estate, and fiduciary income tax statutes and regulations, including state-of-situs variations
Conduct estate, gift, and generation-skipping transfer (GST) tax planning for high-net-worth clients, including wealth transfer strategies
Provide consulting on complex trust, estate, and individual tax matters, including year-end and multi-year projections (cash flow, estimated tax, and distribution planning)
Provide estate and trust administration support, ensuring compliance with federal and state tax laws by situs
Supervise and mentor staff accountants, reviewing work and guiding client engagements
Research complex estate, gift, and trust tax issues and clearly document findings and recommendations
Build and maintain strong client relationships with families, beneficiaries, and their advisors

What we offer

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Long-term disability insurance
Paid time off
Parental leave
Professional development assistance

Senior Azure & M365 Administrator

Ivy Partners is a Swiss consulting firm that supports companies in their strateg...

Location

Portugal , Porto

Salary:

Not provided

IVY Partners

Expiration Date

Until further notice

Requirements

10+ years of solid experience in administering Microsoft 365 and Azure environments
Expertise in Microsoft Entra ID includes identity management, Conditional Access, PIM, SSO, MFA
Advanced troubleshooting skills in Exchange Online along with knowledge of its security and compliance features
Strong knowledge in managing Microsoft Teams and SharePoint Online including security and governance aspects
Proficient in scripting and automating processes using PowerShell, Power Automate, and Logic Apps
Robust knowledge of cloud security practices, including Zero Trust and monitoring frameworks
Track record of successfully managing migration projects from on-premises systems to M365/Azure
Excellent communication skills and can effectively articulate complex IT concepts to non-technical stakeholders
Fluent in technical English at least at the B2 level

Job Responsibility

Administer and maintain the Azure environment, ensuring its optimization and security
Manage Microsoft Entra ID, Exchange Online, Microsoft Teams, and SharePoint Online
Develop and maintain scripts and automation processes using PowerShell, Power Automate, and Logic Apps to optimize workflows
Act as a senior technical reference in migration, modernization, and integration projects within Microsoft environments
Ensure compliance with security standards, privacy regulations (such as GDPR), and audit requirements

What we offer

Supportive environment where everyone is valued, with training opportunities and possibilities for growth both in Switzerland and internationally
Trusting atmosphere, where working with us means building a relationship based on transparency, professionalism, and commitment
Encouraging innovation by merging technology and creativity to drive impactful digital transformations
Upholding our responsibilities
the collective is at the heart of our actions, and we strive to generate a positive impact

Fulltime

Trust Officer

To take responsibility for a designated portfolio of trusts and corporate struct...

Location

Salary:

Not provided

NSM Team

Expiration Date

Until further notice

Requirements

A minimum of three to four years relevant experience
A relevant qualification eg: ICSA or STEP Diploma
A commitment to a career in trust and company administration
Excellent written and verbal communication skills
The ability to use MS Word, Excel and Outlook at an intermediate level
A commitment to and focus on providing quality client service
Strong team skills and be flexible to change and the needs of the business
Analytical skills and be detail orientated
The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
The ability to drive and execute tasks and encourage others to do so

Job Responsibility

Have a good understanding of trust and corporate regulatory requirements
Become familiar with team’s existing allocated client portfolio
Ensure quality day to day service for team’s client portfolio
Pro-actively work with internal individuals and groups to ensure timely delivery of client data
Ability to resolve queries/find solutions
Be familiar with and adhere to NSM’s internal practices and procedures
Always adhere to internal regulatory procedures
Focus on chargeable time, manage, and record own time effectively
Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
Understand and be pro-active in relation to client acceptance procedures and the associated risk involved

Senior Private Client Solicitor

Exciting opportunity to join one of the largest and well-respected private clien...

Location

United Kingdom , Preston

Salary:

40000.00 - 55000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Minimum of 5 years PQE
strong technical expertise in private client law
proactive approach to client care and business development
STEP qualification or working towards STEP membership is desirable

Job Responsibility

Handling a variety of private client matters, including complex wills, trusts, estate administration, inheritance tax planning, and business succession planning
advising on landed estates, capital gains tax, and estate planning for high-net-worth individuals and business owners
managing an existing caseload while also developing and maintaining strong relationships with referrers, clients, and professional networks
supervising and supporting junior members of the team as required
playing an integral role in the continued growth of the private client department in Lancashire

What we offer

Competitive salary of c.£55K + excellent benefits
25 days holiday, increasing to 32 days through a loyalty recognition programme, plus the option to purchase an extra five days annually
pension scheme
private medical insurance
life assurance and income protection insurance
flexible and agile working environment
opportunities for career development within an award-winning firm
a strong focus on environmental sustainability, diversity, and inclusion
regular opportunities to contribute to community and colleague-led initiatives

Fulltime

Senior Trust Officer

This is a unique role with a boutique trust company. The trust company does no i...

Location

United States , Reno

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable)
Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) is strongly preferred
8+ years of trust administration or financial services planning experience with a focus on exemplary customer service for high net-worth clients
Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions
Proficiency in Microsoft Excel and other Microsoft Office applications
Strong expertise in auditing, cash activity management, and financial documentation
Familiarity with Probate Code and estate administration processes
Exceptional interpersonal and communication skills for client and detail-oriented interactions
Demonstrated ability to analyze financial statements and oversee trust-related financial operations

Job Responsibility

Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument
On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms
Apply principals of the Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts
Effectively establish and manage client relationships through interaction with grantors and beneficiaries
Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval
Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts
Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities
Actively mentor and train trust administration staff, with management duties as assigned

What we offer

4 Weeks of PTO
bonus potential
strong medical coverage
access to top jobs, competitive compensation and benefits, and free online training
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Senior Executive Assistant

We are currently seeking a Senior Executive Assistant to work closely with our s...

Location

Canada , Vancouver; Toronto

Salary:

96900.00 - 131100.00 CAD / Year

Clio

Expiration Date

Until further notice

Requirements

10+ experience working as an executive assistant or a proven track record of success providing administrative coordination in a professional setting
Exposure to senior leaders, business strategy and decision-making
High degree of trust and integrity around the protection of confidentiality
Collaborative and self-starter mindset with a bias to action
Flawless written and verbal communication skills, even under pressure
Strong interpersonal skills and capacity to develop high levels of trust
The capacity to multi-task and possession of excellent time management skills
Impeccable attention to detail
Resourceful and able to work independently with a deadline-oriented mindset
Proficiency in Mac operating environments, Google Suite, Slack, Asana and Concur

Job Responsibility

Contribute to the planning, organization, and execution of special projects - including high-profile international events and key organizational initiatives
Oversee and manage schedules, appointments, and travel arrangements for the Senior Leadership Team
Coordinate team events, support community-building, and handle logistical tasks, as requested
Manage group-wide meetings and agendas, take notes, and track action items for the Senior Leadership Team
Review, route, and respond to incoming e-mail correspondence and organizational requests on behalf of the Senior Leadership Team
Organize, track and reconcile professional finances and expenses
Coordinate communications and liaise directly with external partners, vendors, and clients
Create and maintain internal documentation, knowledge management, and communications for the Executive Assistant team
Maintain a high degree of trust and integrity around the protection of confidentiality as an expectation
Act as an exemplar of Clio’s values and culture, serving as an ambassador for the Senior Leadership Team both internally and externally

What we offer

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week
Flexible time off policy, with an encouraged 20 days off per year
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Fulltime

Senior Trust Administrator

Robert Half

Location:
United States , Boston

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 26, 2026

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