Trust & Estate Planning Administrator
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Role & Company Overview
📋 Role Overview & Responsibilities
Trust & Estate Planning Administrator opening located at a wealth management firm in Boston
I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.
I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which services a HNW and UHNW individual and family client base, is seeking a Trust & Estate Planning Administrator.
This position involves providing comprehensive support to an assigned team of Wealth/ Trust Advisors by performing an array of duties including monitoring and executing portfolio transactions, addressing client portfolio inquiries, preparing materials for client reviews/meetings, and completing ad hoc project assignments such as grant and family fund administration tasks.
Compensation includes a salary in the $68K- $75K range, depending on experience, plus bonus
This role is a FANTASTIC opportunity for an Administrative Assistant who offers 1-3 years of office support experience and is seeking to make the transition to more of a client service themed role.
If you are interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com
Best,Adam
Adam CordeiroSenior RecruiterFanning, a division of Masis Staffing Solutions, LLC
Frequently Asked Questions
How do I apply for the Trust & Estate Planning Administrator position at Fanning Personnel, a Division of Masis Staffing Solutions? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Fanning Personnel, a Division of Masis Staffing Solutions without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Boston, MA with potential relocation and sponsorship assistance depending on candidate qualifications.
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