Trust advisor jobs in Burlington, MA

 ...Job Description Job Description Our client is a Wealth Management firm looking to bring a Trust Advisor to the team. This is a hybrid role, 3 days in office. They are in Boston. The Trust Advisor performs a wide range of complex trust administration functions requiring... 

 ...Trust Advisors work with multi-generational families with diverse needs and administer accounts including trusts, IRA's, investment management accounts, foundations and partnerships functioning as family investment funds. Trust Advisors are supported by Trust Assistants... 

 ...Description The Trust Officer Charitable Services (TO-CS) is responsible for meeting the trust needs of Bank clients and administering...  ...accounts. Meet with beneficiaries, clients and their advisors periodically as appropriate. Manage trust relationship matters... 

 ...Who we are looking for This is a business analyst level role within the Structured Trust and Analytics group at State Street. The position interacts with all levels of professionals both internally and externally. Therefore, strong intrapersonal and communication skills... 

 ...Roessel Joy has partnered with a well-established mid-size firm in Boston that is looking to add a Legal Assistant to support its Trust & Estates practice. The ideal candidate has experience with Trust and Estates work and a keen eye for Financial Statements.... 

 ...about us: Our client is a boutique law firm. They have a great Trust and Estate practice, as well as a real estate and employment...  ...relevant laws and regulations. 5. Collaborate with financial advisors and other professionals to develop effective estate plans that... 

Job Description Are you ready to bring your amazing self to work? \n At Macy's, Inc., we're on a mission to create a brighter future with bold representation for all. This is our Mission Every One. We know that each person here is unique. We respect and invest in ...

**Job Requisition ID #** 24WD76755 **Position Overview** As the Director of Trust Risk & Compliance you will strategize, build, operate, and mature a global Trust (Security, Privacy, Trusted AI, Resiliency) Risk & Compliance organization and lead cross-functional partnerships... 

 ...Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard...  .... Harvard University Employees Credit Union aspires to be a trusted partner in our members financial lives. We add value to membership... 

 ...Location Acton ?We are regarded as the trusted decorating and DIY retail brand in London, selling paint, tools, plumbing, electrical & woodwork materials throughout our 30 stores. As part of the Grafton Group we have the stability and support of a leader in the field of... 

 ...Well-known Mid-Size Law Firm Located in the Financial District Seeks Trust and Estates Paralegal with 3+ Years Experience to Join Growing Team! Low Billable Hour Requirement, Flexible Work Environment, Great Benefits! This Jobot Job is hosted by: Hayley Christina... 

 ...THE POSSIBLE ZONE BOSTON, MA Full Time/Exempt The Possible Zone (TPZ), a nonprofit organization, seeks an Educator Advisor to lead students through TPZs Entrepreneurship curriculum and engage students in targeted college-career readiness through our Pathways Advisor... 

 ...Admissions Advisor Join us at Orbis Education and begin a career in helping Nursing students succeed! We are looking for a motivated Admission Advisor to oversee the student admission process as part of this unique in-office opportunity. The salary range is $50,000... 

Our client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team. Salary/Hourly Rate: $130,000 - $195,000 Position Overview: The Tax Advisor is responsible for tax return preparation... 

 ...Summary: Kelly Ford in Danvers, MA is seeking a motivated and customer service-oriented individual to join our team as a Service Advisor. In this role, you will be responsible for providing exceptional customer service and serving as a liaison between our service... 

Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where...  ...discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues,... 

 ...and supports your growth, we would like to meet you. Responsibilities on Complex Client Relationships: Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers... 

 ...170,000 - $250,000 per year A bit about us: Our reputable firm is in search of an exceptional Tax Director with expertise in Trusts and Estates. This is a permanent position, offering a unique opportunity to handle complex tax issues and lead a team of dedicated... 

 ...Position Title: Advisor to the CEO Location: Boston Massachusetts (hybrid model) Company Overview: New Silver is a fintech company with a mission - helping to improve local communities by providing fast, convenient and flexible capital to real estate investors... 

Job Summary: We are looking for a Service Writer to join our team! The right candidate will have automotive service advisor experience and a valid driver's license. The day-to-day duties of this role include meeting with customers and determining their needs, providing...