Interim Fiduciary Trust Officer

Key Responsibilities

• Managing assigned trust and agency relationships
• Serving as the primary contact for beneficiaries, co-trustees, trust protectors, and professional advisors
• Participating in beneficiary, family, and advisor meetings
• Evaluating discretionary requests and fiduciary matters
• Documenting fiduciary recommendations and decisions
• Collaborating with Trust Executives and internal teams to ensure continuity of service
• Supporting trust administration strategy and beneficiary relationship management
• Working with investment advisors and beneficiaries to review investment objectives
• Managing all aspects of account administration for assigned relationships

Qualifications

• 5+ years of client-facing experience in trust services, fiduciary administration, estate planning, wealth management, or related fields
• Strong understanding of fiduciary responsibilities and trust relationships
• Bachelor's degree preferred; CTFA or similar credentials are a plus

Details

• This is a temporary hourly contract engagement with full-time preference
• Primarily on-site in Medfield, Massachusetts
• An anticipated duration of 2-3 months