Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate and Trust Associate

Howland Capital Management LLC

Job Title: Estate and Trust Administrator Department: Administration Classification: Non-Exempt Employment Type: Full-Time Summary The Estate and Trust Administrator will work directly with Howland Capital’s Chief Fiduciary Officer to support Howland Capital’s portfolio management, portfolio administrators, tax team, and clients. The Estate and Trust Administrator is responsible for coordinating review of client trusts and estate planning as well as assisting with estate and trust administration. Essential Functions Conduct high-level summary reviews of client estate plans to identify key provisions and potential areas of concern Assist the Chief Fiduciary Officer in conducting regular, detailed reviews and cataloging of trust documents Oversee administration of client estates, ensuring accurate tracking and execution of necessary steps in estate settlement Maintain a comprehensive calendar to monitor estate tax return due dates, disclaimer dates, termination dates, and other estate and trust-related event dates Re-register client accounts to reflect trustee or beneficiary changes in a timely manner Support the Chief Fiduciary Officer in drafting, preparation, and execution of Trustee Appointments, Release Agreements, Promissory Notes, and other documents Prepare and maintain probate accounting reports and filings for selected estates and trusts Maintain and review updated IRA beneficiary designations Prepare and distribute Crummey withdrawal notices and process premium payments for all Irrevocable Life Insurance Trusts (ILITs) Organize trust and estate files for accuracy and accessibility Qualifications & Educational Requirements Bachelor’s degree required; paralegal certification, CTFA, CPA, or other relevant credentials preferred Excellent phone presence, verbal and written skills Ability to manage and prioritize multiple tasks and projects Ability to work independently and collaboratively with various teams within the firm Strong organizational skills with great attention to detail Proficiency in MS Office products (Outlook, Word, Excel) Prior experience in financial services or law preferred Other Responsibilities Howland Capital will train the right candidate on all systems; however, experience with any of the following is a plus: Tamarac, Microsoft Dynamics CRM, Brentmark Manage and/or assist with projects as needed Howland Capital Management offers a competitive compensation and benefits package, including health care, dental, vision, long-and short-term disability, profit sharing plan, 401k matching program, firm paid commuter benefit and tuition assistance. There is a flexible work environment with the ability to work remotely for some portion of the work schedule. Howland Capital Management is committed to recruiting, hiring, developing and promoting financial service professionals and other employees without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, or disability. As a firm, we value contributions of all employees, and do not tolerate harassment or discrimination of any type. #J-18808-Ljbffr Howland Capital Management LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Estate and Trust Associate in Boston, MA vacancy
  • $70k - $89k

     ...Senior Associate, Tax Atlanta, GA; Bellevue, WA; Boston, MA; Newtown Square, PA; New York...  ...strategy, risk management guidance, wealth and estate planning support, philanthropic planning,...  ...initial detail review of individual, trust, partnership, and multistate tax returns,... 
    Suggested
    Internship
    Work at office
    Flexible hours

    Pathstone

    Boston, MA
    5 days ago
  •  ...Schwarzman School of Computing jointly seek to hire a Postdoctoral Associate, beginning in Summer 2025, to lead collaborative projects on...  ...: How do AI-powered scams exploit institutional foundations of trust to deceive victims? Information Problems in Platform Markets :... 
    Suggested
    Summer work
    Flexible hours

    Massachusetts Institute of Technology (MIT)

    Cambridge, MA
    2 days ago
  •  ...matters, criminal defense, employment disputes, real estate transactions, civil litigation, and trusts and estates. The team is committed to delivering...  ...to diverse cases and clients. Role Description The associate will manage a family law caseload including divorce,... 
    Suggested

    Kajko, Weisman & Colasanti, LLP

    Boston, MA
    4 days ago
  •  ...Jobot in Boston, MA is seeking an experienced trusts and estates attorney to support high-net-worth clients with sophisticated estate planning and wealth transfer strategies. You will draft advanced estate plans, administer estates and trusts under Massachusetts law,... 
    Suggested

    Jobot

    Boston, MA
    3 days ago
  •  ...in areas such as family law, corporate and business matters, trust and estate planning, criminal defense, employment disputes, real estate...  ...in a collaborative environment. Role Description The Associate Attorney will work on-site in Lexington, Massachusetts. Day-... 
    Suggested

    Kajko, Weisman & Colasanti, LLP

    Boston, MA
    1 day ago
  • $16.57 - $22.8 per hour

     ...direction of a Culinary & Nutrition Manager, the Floating Culinary Associate provide support to different schedules, campuses and...  ...the Culinary and Nutrition Departments. Develops helpful and trusting relationships with patients, families and staff. Uses creative... 
    Full time
    Remote work

    Hebrew SeniorLife

    Roslindale, MA
    1 day ago
  • $65k - $72.5k

     ...advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions... 
    Full time
    Work at office
    Remote work
    Flexible hours
    1 day per week

    Pathstone

    Boston, MA
    1 day ago
  • $20k - $50k

     ...Confidential Associate Attorney Opportunity - Estate Planning & Business Law | MA A well-established MA law firm is seeking an Associate Attorney to join its growing practice focused on Estate Planning, Corporate Law, Business Succession Planning, Tax Law, and Estate Administration... 
    Full time
    Work at office
    Monday to Friday

    gpac

    Quincy, MA
    5 days ago
  •  ...Tinti & Navins, P.C. seeks an estate planning attorney with 2-4 years of experience to join its thriving trusts and estates practice group in its Wellesley office. Tinti...  ...documents Research legal and tax related issues associated with estate planning strategies Prepare and... 
    Work at office
    Remote work

    Tinti & Navins, P.C.

    Wellesley, MA
    4 days ago
  • $120k - $145k

     ...reach, and a partnership approach rooted in trust, the firm provides innovative, integrated...  ...and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute...  ....Job Purpose:The open position is for an associate based in our Atlanta, Boston, Chicago, Dallas... 
    Full time
    Work at office
    Worldwide

    Houlihan Lokey

    Boston, MA
    3 days ago
  • $80k - $150k

     ...over US$1.3 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in...  ...a member of the Legal & Compliance group, the Legal Associate will support the firm’s public capital market investment activities... 
    Full time
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    4 days ago
  • $80k - $150k

     ...the RoleWe are seeking a highly motivated and results-driven Associate to join our Venture Growth Evergreen (VGE) team to focus on secondary...  ...collaborative investment environment and will build strong trusting relationships internally across teams internally. Passion -... 
    Full time
    Work at office
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    3 days ago
  • $80k - $120k

     ...career opportunity for an Assurance Senior Associate to join the Community Development team in...  ...to be one of the country's largest real estate advisory firms, offering fully integrated...  ...serve the people who live, work, and trust within their spaces. You will work on a team... 
    Work at office
    Local area
    Flexible hours
    3 days per week

    CohnReznick

    Boston, MA
    1 day ago
  • $77.7k - $146.9k

     ...one like you and that’s why there’s nowhere like RSM.As a senior associate in RSM’s growing Risk and Controls Practice, you will have the...  ...serve and leverage your understanding to become your clients’ trusted advisorExhibit basic knowledge of key industry fundamentals, regulatory... 
    Full time
    Work experience placement
    Internship
    Local area
    Remote work

    RSM International

    Boston, MA
    2 days ago
  •  ...holistic well-being for you and your family.WHAT YOU'LL DOAs an Associate, you will join a client service team and take ownership of a...  ...commitment to our values will be crucial in earning our clients' trust and delivering results that matter.As you collaborate directly... 
    Apprenticeship
    Work experience placement
    Work at office
    Local area
    Immediate start
    Easy work

    McKinsey & Company

    Boston, MA
    3 days ago
  • Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting and...  ...Your advanced emotional intelligence will be key in building trusting relationships and influencing better outcomes for our team and... 

    JP Morgan Chase

    Boston, MA
    3 days ago
  • $140k - $215k

    About Charles River AssociatesSince 1965, Charles River Associates has been a premier consulting firm that offers employees a place to...  ...called upon to offer expert testimony in docketed proceedings. As trusted strategic advisors, we work with stakeholders across the... 
    Work at office
    Work from home
    3 days per week

    CRA International

    Boston, MA
    3 days ago
  • $77k - $202k

     ...Procurement Strategy and Strategic Sourcing - Value Capture - Senior Associate, you will focus on optimizing sourcing and procurement...  ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position... 
    Full time
    Contract work
    H1b

    PwC

    Boston, MA
    3 days ago
  •  ...holistic well-being for you and your family.WHAT YOU'LL DOAs an associate, you will join a client service team and take ownership of a...  ...commitment to our values will be crucial in earning our clients' trust and delivering results that matter.As you collaborate directly... 
    Apprenticeship
    Work experience placement
    Work at office
    Local area
    Immediate start
    Easy work

    McKinsey & Company

    Boston, MA
    3 days ago
  • $77k - $202k

     ...handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth... 
    Full time
    H1b

    PwC

    Boston, MA
    3 days ago
  • $63k - $140k

     ...a professional services firm or corporate finance group. As an Associate, you focus on learning and contributing to client engagement and...  ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: IL-Chicago; GA-Atlanta; MA-Boston... 
    Full time
    H1b

    PwC

    Boston, MA
    3 days ago
  • We are seeking a Senior Associate to join our Transfer Pricing team, offering the opportunity to influence client business decisions, engage...  ...solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine... 
    Temporary work
    Work at office
    Flexible hours

    Kroll

    Boston, MA
    3 days ago
  • $77k - $202k

     ...technical solutions that meet client requirements. As a Senior Associate, you guide and mentor junior team members while navigating complex...  ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the... 
    Full time
    H1b

    PwC

    Boston, MA
    5 hours ago
  •  ...position.About Kroll Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll... 
    Temporary work
    Work at office

    Kroll

    Boston, MA
    3 days ago
  • $85k - $120k

     ...proud to be one of the country's largest real estate advisory firms, offering fully integrated opportunities...  ...to better serve the people who live, work, and trust within their spaces. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers,... 
    Work at office
    Local area
    Flexible hours
    3 days per week

    CohnReznick

    Boston, MA
    3 days ago
  •  ...holistic well-being for you and your family.WHAT YOU'LL DOAs an Associate focused on Service Operations, you will join a client service...  ...commitment to our values will be crucial in earning our clients' trust and delivering results that matter.As you collaborate directly... 
    Apprenticeship
    Work at office
    Easy work

    McKinsey & Company

    Boston, MA
    3 days ago
  • $105k - $115k

     ...remote days to be used as needed.We are searching for a Senior Associate, Enterprise Operations & Strategy who will report to the Vice President...  ...), SICAVs, ELTIF 2.0s, LTAFs, RAIFs, CITs, QAHCs, Cayman Unit Trusts) separately managed mandates, complex open and closed end funds... 
    Full time
    Work at office
    Local area
    Remote work
    1 day per week

    HarbourVest Partners

    Boston, MA
    3 days ago
  •  ..., and what we stand for as a firm.KPMG is currently seeking an Associate to join our Tax practice.Responsibilities:Provide strategic support...  ...of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and... 
    Work experience placement
    Work at office
    Local area

    KPMG

    Boston, MA
    4 days ago
  • $77k - $202k

     ...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Senior Associate - Oracle SCM, you will specialize in consulting services for...  ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the... 
    Full time
    H1b

    PwC

    Boston, MA
    4 days ago
  • $77k - $202k

     ...SummaryThe OpportunityAs a SAP Business Process & IT Controls Sr Associate, you will engage with clients to optimize operational...  ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: IL-Chicago; FL-Tampa; NC-Charlotte... 
    Full time
    H1b

    PwC

    Boston, MA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate and Trust Associate. Be the first to apply!