Fiduciary Assistant

Top Boston Investment Firm
Boston, MA

Up to $60K!

The Fiduciary Assistant will be the single point of contact for all daily operational and servicing needs.

Ideal candidates must have exceptional organizational skills required – this priority cannot be overstated. Additionally, associate must be able to multi task, track various projects and initiatives simultaneously, anticipate additional needs and/or follow-on steps for client or partner requests have strong communication and Excel skills, and have a polished, professional, client-focused attitude.

  • Assisting the team in every aspect of trust administration and customer service;
  • Point of contact for clients on non-investment inquiries, deposits and distribution requests;
  • Preparing documents; review to ensure all new account documentation has been completed and scanned;
  • Understanding and utilizing the trust accounting software system;
  • Composing, typing, scanning, faxing, copying and mailing business documents;
  • Assist with preparation of reports, presentations and handouts for prospects and client meetings; help organize seminars and luncheons;
  • Enter disbursements and other information into the trust accounting system for approval;
  • Prepare discretionary distribution forms and supporting documentation for administrator and/or committee review and approval;

Experience & Education:

  • Must have 5+ years working with as an administrative assistant in financial services or professional service environment
  • Financial services experience a plus!
  • Strong relationship building capability – friendly, positive, collaborate and assertive
  • Strong self-awareness and desire to learn, grow and take initiative
  • Strong written and verbal communication skills
  • Excellent organizational skills
  • High level of discretion and ability to manage conflicting priorities

Interested in this job?

Contact us below to learn more.