Trust Advisor

Job Responsibilities

• Aid Trustees with administrative decisions and ensure accounts are administered according to document terms.
• Maintain frequent direct contact with multiple generations of family members.
• Support partners and clients on financial, personal, and estate planning matters.
• Monitor cash flow, perform budget analysis, and assist with financial planning decisions.
• Cook up account activity, including receipts, disbursements, and account management.
• Oversee asset custody and coordinate with external advisors and family consultants.
• Ensure effective inter-departmental communication and service coordination.

Qualifications

• A financial, accounting, or legal background with a related degree required.
• A strong understanding of income taxes, investments, and estate planning.
• A minimum of 3 years of experience working with high-net-worth clients.
• Strong Excel skills and proficiency in MS Office Suite.
• Complex project management skills and ability to handle multiple projects.

Compensation

Salary: $120,000 – $180,000