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Trust Advisor
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- As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles.
- The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
- The nature of this position results in significant exposure to trusts, estate planning, and investment portfolio management activity.
- Researching and reviewing probate, fiduciary, income, retirement plan, estate planning issues apply effective solutions to individual client circumstances.
- 7 + years of previous trust administration experience.
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