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Robert Half Logo Robert Half · Finance

Senior Trust Administrator

United States, Boston · Job Posted March 26, 2026
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Job Description

We are looking for a Senior Trust Administrator to join a respected firm specializing in wealth management in Boston, Massachusetts. This role is ideal for professionals who excel in client-facing environments and have extensive knowledge of trust and estate administration. The position focuses on providing personalized service to families while managing intricate fiduciary relationships and financial matters.

Job Responsibility

  • Administer and oversee trust and estate accounts, ensuring compliance with regulations and accuracy in all transactions
  • Manage account activities such as distributions, cash flow operations, and asset transfers
  • Collaborate with investment, tax, and operations teams to deliver comprehensive client solutions
  • Support investment-related processes, including reporting and executing trades
  • Maintain meticulous documentation and safeguard the integrity of client records
  • Provide insights and recommendations on fiduciary matters to clients and stakeholders
  • Ensure adherence to trust accounting principles and estate planning strategies
  • Facilitate communication with clients to address inquiries and provide updates on account status
  • Monitor changes in laws and regulations affecting fiduciary services and implement necessary updates
  • Develop and maintain strong relationships with clients to foster long-term partnerships

Requirements

  • Extensive experience in trust administration, estate settlement, and fiduciary services
  • Strong understanding of trust accounting, investments, and estate or gift tax concepts
  • Proven ability to excel in a client-facing role within wealth management or financial services
  • Exceptional attention to detail and ability to work independently as well as collaboratively
  • Familiarity with financial planning, portfolio administration, and charitable remainder trusts
  • Proficiency in managing trust accounts and handling fiduciary operations
  • Knowledge of relevant tax regulations and trust-related legal requirements
  • Excellent communication and interpersonal skills to build lasting client relationships

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
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