Regional Trust Specialist for Onboarding HNW Trusts
Role, Inc.
Role, Inc. is looking for an Associate Regional Trust Specialist to help onboard high net worth clients at Fidelity Personal Trust Company. The successful candidate will educate clients and associates about trust services, ensuring compliance and offering guidance throughout the process. Applicants should have a college degree, at least 5 years of experience, and strong analytical skills. This role allows for independent work and requires excellent communication capabilities to thrive in a team-oriented environment. #J-18808-Ljbffr Role, Inc.
- ...position. The Role Fidelity Personal Trust Company, FSB (FPTC) is looking for an... ...professional to join its team as an Associate Regional Trust Specialist (ARTS)! In this role, you will be... ...and information to successfully onboard new and existing trusts in compliance...High net worthWork experience placement
$220k - $250k
...Job Summary A nationally recognized firm is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department... ...? Nationally respected private client platform Sophisticated HNW/UHNW client work Collaborative, team-oriented culture Required...High net worthWork at office$220k - $250k
Marina Sirras & Associates LLC is seeking a mid-level Trusts & Estates Associate to join their Private Client department in Boston. Ideal candidates will have 4+ years of experience in sophisticated estate planning and estate/trust administration, working with high-net...High net worth- ...Client Services to lead tax compliance for high-net-worth individuals and related entities, including partnerships, S-corporations, trusts, and individuals. The Private Client Tax Director will guide complex tax issues, supervise a team, and collaborate across...High net worth
$175k
One of New England’s most established private client platforms; a firm with more than 200 years of history and one of the region’s largest Trusts & Estates groups, actively administering over 130 estates annually, managing more than 250 trusts, and overseeing in excess...High net worthPrivate practice- Insite Group in Boston is seeking a Senior Tax Accountant with strong experience in high-net-worth individuals, trusts, and estates to join a collaborative, advisory-focused team. You will handle a portfolio of sophisticated clients, supporting both tax compliance and...High net worth
- Bridgeline Solutions is seeking a Legal Assistant for our client, a respected mid-sized law firm, to support the Trusts & Estates practice. The role focuses on coordinating attorney calendars, client meetings, estate plan signings, and probate deadlines while ensuring...High net worth
- Jobot, a respected Boston-based litigation and business law firm, is seeking an experienced Trusts & Estates Attorney to provide sophisticated legal counsel to high-net-worth clients. The ideal candidate will have over 5 years of experience and strong taxation knowledge...High net worth
- Epic Search Partners is seeking a lateral attorney or attorney group to join their acclaimed Trust and Estate Planning practice. This role offers a unique opportunity to work with high-net-worth clients, providing expert legal services primarily based from their Boston,...High net worth
- ...Legal Revolution, a long‑established private client practice in New England, seeks a highly skilled attorney to advance sophisticated trusts, estates, and wealth transfer planning. You will draft trusts and wills, advise high‑net‑worth families, and manage complex...High net worthPrivate practice
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership. A well-established New England law firm is seeking a Senior Trusts & Estates Attorney (10+ years) to join its growing private...High net worthPrivate practice$150k - $220k
Join Our Client as a Trust Advisor - Elevate Wealth Management & Fiduciary Services Are you a seasoned trust professional seeking a... ...Oversee the administration of new and existing accounts, including onboarding, distributions, account terminations, and tax filings such as...High net worth- ## PCS Senior Trust Advisor - Boston, MAApplyremote type: On Sitelocations: Boston, Massachusetts... ...business development activities of region, including cross-sell of existing clients... ...hire and develop the best.**Training & Onboarding** We will provide training and onboarding...Work experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Position Summary RIW is seeking an experienced Trusts & Estates Associate to join its established and growing practice. The role offers the opportunity to work on sophisticated estate planning, wealth transfer, trust administration, and probate matters for a diverse client...High net worth
- ...The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of... ...Team, collaborate with other Relationship Managers and Service Specialists to share industry knowledge and best practices, provide back‑up...High net worth
$180k - $230k
...A highly respected Boston boutique law firm is seeking a Trusts & Estates Attorney with 5+ years of experience to join its established private wealth practice. For more than 75 years, the firm has advised high-net-worth individuals, families, business owners, and closely...High net worthPrivate practice$100k - $125k
...work authorization now or in the future. About the Opportunity A leading private client services practice is seeking an experienced Trusts & Estates Administrative Paralegal to support sophisticated estate administration, trust administration, and fiduciary accounting...High net worthFull timePrivate practiceWork at officeMonday to Friday- Capstone-Search-Partners is seeking a Trust & Estates Paralegal to support attorneys in estate planning, probate matters, and trust administration for high-net-worth clients in the Boston area. The ideal candidate has a bachelor’s degree or paralegal certification with...High net worth
$140k - $190k
Trusts & Estates Attorney | Hybrid | $140K-$190K | Mid-Size Boston Firm A highly respected mid-size law firm in Boston is seeking a Trusts & Estates Attorney to join a growing team. This is an incredible opportunity to work on sophisticated estate planning and administration...High net worth- ...JD with a minimum of 5 years of experience in public accounting or law, and they should possess deep expertise in estate, gift, and trust taxation. The position offers a hybrid work model, emphasizing the balance between professional and personal life. #J-18808-Ljbffr...High net worth
- Jobot is seeking an experienced Legal Assistant in Boston to support its Trusts & Estates department. The ideal candidate will coordinate attorneys' schedules, manage files, and prepare estate planning documents. With a focus on high-net-worth clients, this position offers...High net worth
- Ascendion, a respected Boston boutique law firm, is looking for a Trusts & Estates Attorney with over 5 years of experience to join their private wealth practice. This role offers the opportunity to work directly with high-net-worth clients, utilizing sophisticated estate...High net worthPrivate practice
- The Hollister Group is seeking a Trust Advisor to support high-net-worth individuals, families and institutions in complex estate and trust administration. You will collaborate with Trustees, attorneys and financial professionals to design practical, compliant solutions...High net worth
$85k - $105k
KBW Financial Staffing & Recruiting is hiring for a Trust Administrator in Boston, Massachusetts. This permanent role offers a salary between $85,000 and $105,000 annually, plus a bonus and benefits. The position allows for working 3 days a week from home. The successful...High net worthPermanent employment3 days per week- Position Summary A respected law firm with a longstanding reputation in New England is looking to expand its Trust and Estate Planning team. They are open to experienced individual attorneys or small attorney groups (such as a solo with one or two associates) interested...High net worthPrivate practice
- MassMutual is looking for a Trust Officer to manage a diverse book of trust and wealth management accounts for high-net-worth individuals and families. This role emphasizes collaboration with financial professionals while providing exceptional client service. The ideal...High net worth
- ...four offices throughout New Hampshire and Massachusetts. They are seeking a lateral attorney or attorney group to join their reputable Trust and Estate Planning practice, based primarily from their Boston, MA or Manchester, NH locations. The position(s) requires extensive...High net worthLocal area
- Our client, a highly regarded mid-sized law firm is seeking a Legal Assistant to join their Trusts & Estates practice. Key Responsibilities: Manage attorney calendars, client meetings, estate plan signings, and probate deadlines Prepare, format, proofread, and organize...High net worth
- KBW Financial Staffing & Recruiting is seeking a Trust/Sr. Administrator based in Boston, Massachusetts. The role involves providing direct and indirect client support for account management, working closely with multi-generational families to ensure compliance and facilitate...High net worth
$190k - $270k
...Job Details We are looking for an experienced Trusts & Estates Attorney with 5+ years of focused experience in estate planning, administration, and tax strategy for high-net-worth clients. The ideal candidate is highly client-facing, ready to take ownership of complex...High net worthLocal area
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