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A big picture thinker, who combines technical knowledge of trust operations, trust administration and trust accounting software with the ability to recognize and capture new revenue opportunities across the whole firm.
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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.
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The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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Jointly accountable for ensuring consistent on-going trust administration processes amongst customer facing colleagues and Private Wealth Middle Office. Experience in fiduciary services (trust administration) business development and operations desired.
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The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration, probate, family law and fiduciary accounting in a manner that ensures that we're successful meets its objective of distinguishing itself through exceptional service.
$65,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Through the Libraries, BU also is a member of the Association of Research Libraries (ARL), the Coalition for Networked Information (CNI), the Northeast Research Libraries Consortium (NERL), HathiTrust, the Boston Library Consortium (BLC), the Eastern Academic Scholars’ Trust (EAST), the OCLC Research Library Partnership, the Scholarly Publishing and Academic Resources Coalition (SPARC), and the Higher Education Leadership Initiative for Open Scholarship (HELIOS.
ExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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Responsibilities: Manage a caseload of trust and estate matters, including estate planning, probate administration, and trust administration. Trust and Estate Associate Attorney Boston, Massachusetts Position Overview: We are seeking an experienced Trust and Estate Associate Attorney to join our team in Boston, Massachusetts.
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From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.
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1) Responsible for technical delivery and integration for authentication, authorization, identity provisioning, and identity governance and administration (IGA) solutions across all University systems, audience types, and applications.
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Knowledge of fiduciary law, fiduciary income taxation, trust, estate taxation, estate planning, trust administration, and portfolio management. Trust certifications, attendance at Trust Schools, law degrees and CFP designation are all highly preferred.
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Drafting, reviewing and negotiating complex agreements, including custody, fund administration, transfer agency, and trust agreements. The candidate will provide legal advice and counsel to State Street’s asset servicing business in the Americas (the Institutional Services Americas business) whose services include custody, accounting, fund administration, transfer agency, and other related services.
ExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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3+ years experience with advanced wealth planning and tax planning strategies, including estate and gift tax planning, fiduciary income tax issues and trust/fiduciary administration for High Net Worth Clients.
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Knowledge :Advanced knowledge of estate planning and tax laws, trust, fiduciary income, investments, real estate, accounting, trust operations, and current issues within the field such as Experience :Minimum 8 years experience in estate administration or personal trust, with broad exposure to legal, tax, investment, and operational elements required.
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Complete monthly the allocation spreadsheet to execute the Shared Services Agreement between a third party and CSHC Prepare GL entries to support monthly Condo Fee computations and reconciliations and other activity and track Due To/From balances from Condo Trust unit owners.
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This position is responsible for the administration and management of operating and capital budgets for the Division’s Office of Watershed Management (trust-funded) as well as the Office of Water Resources (state and capital-funded.
$78,679.58 - $121,080.9 a yearFull-timeExpandApply NowActive JobUpdated Today
trust administration jobs in Boston, MA
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