Trust Administration Assistant jobs in Massachusetts
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Paralegal Probate Estate and Trust Administration
- Berkshire Law Group
-
Lenox, MA
FULL_TIME
-
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Flexible schedule
- Paid time off
- Training & development
- Wellness resources
About the Position: Berkshire Law Group seeks a paralegal responsible for managing and producing complex, detailed work involving probate, estate & trust administration and fiduciary accounting while providing exceptional service to our clients. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Much of this work is in the areas of accounting and tax, requiring strong mathematical, organizational, and technological skills. As well, this position requires significant client contact and excellent communication skills.
Responsibilities:- Attend client meetings and extensive contact with clients
- Identify, gather, and value assets and expenses
- Prepare various probate and estate administration documents with attention to detail
- Prepare accountings for both estates and trusts
- Prepare estate tax returns, including federal and state
- Prepare federal and state fiduciary income tax returns and gift tax returns
- Review and interpret wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process and to fund trusts
- Competitive salary based on experience
- Simple IRA Retirement Savings Plan with 3% employer match
- Paid time off and flexible hours
- Many learning and development opportunities
- Paid time for yoga and strength training classes
Requirements:- Experience desired but we will train the right person
- Ability to learn and use advanced software programs and innovative technology
- Strong understanding of basic business relationships and client confidentiality principles
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office programs and ability to learn new software quickly
- Proactive, detail-oriented, and able to manage multiple caseloads concurrently
- Commitment to the firm's values and mission
- 10 Days Ago
Administration Assistant
- Complete Staffing Solutions
-
Bedford, MA
FULL_TIME
- Administration Assistant- Willing to Train!Location: Bedford, MassachusettsOpportunity to work with a great company!HoursFull time positionMonday- Friday 8:00am-5:00pmJob RequirementsProfessional and ...
- 4 Days Ago
Administration Assistant
- The Barkan Companies
-
Newton, MA
FULL_TIME
- Come join our growing team! If you are looking for a rewarding role with opportunities for growth at a company that values integrity, innovation, and teamwork, look no further! Barkan Management Compa...
- 9 Days Ago
Assistant administration
- MIT
-
Cambridge, MA
FULL_TIME
- Job Description DEVELOPMENT AND ADMINISTRATION ASSISTANT , School of Architecture and Planning (SA P), to perform complex duties in support of the school’s fundraising efforts and provide general offi...
- 10 Days Ago
Administration Assistant
- Barkan Management Company
-
Newton, MA
FULL_TIME
- Come join our growing team! If you are looking for a rewarding role with opportunities for growth at a company that values integrity, innovation, and teamwork, look no further! Barkan Management Compa...
- 11 Days Ago
Assistant Branch Manager I Brockton Belmont Branch
- Rockland Trust
-
Brockton, MA
FULL_TIME
- Rockland Trust is currently seeking an Assistant Branch Manager I. A second language would be helpful - Cape Verdean Creole, Spanish, Portuguese.Under the direction of the Branch Manager the Assistant...
- 7 Days Ago
Trust Administration Assistant jobs at Popular Companies
Clerical Administrative Assistant
- Grundy/Kendall HR Consortium
-
Yorkville, IL
- Position Type: Secretarial/Clerical/Secretary Date Posted: 4/24/2024 Location: Yorkville Intermediate School Date Availa...
- 6/11/2024 12:00:00 AM
Clerical Administrative Assistant
- New York City, NY
-
New York, NY
- Under supervision, performs clerical and related work with limited latitude for independent judgment: we are seeking an ...
- 6/11/2024 12:00:00 AM
Admin Clerical- Administrative Assistant
- Pioneer Data Systems
-
Peapack, NJ
- Position Details: Our client, a world-leading Pharmaceutical Company in Peapack, NJ is currently looking for an Administ...
- 6/11/2024 12:00:00 AM
Admin-Clerical - Administrative Assistant
- Pioneer Data Systems
-
Collegeville, PA
- Position Details: Our client, a world-leading Pharmaceutical Company in Collegeville, PA is currently looking for a Admi...
- 6/11/2024 12:00:00 AM
General Administrative Assistant
- Florida National University
-
Hialeah, FL
- Florida National University - Local applicants only. Onsite. English language fluence required (speak, write, read). Spa...
- 6/11/2024 12:00:00 AM
General Administrative Assistant
- Florida National University-Main Campus
-
Hialeah, FL
- Helps maintain an efficient office environment. This position will provide administrative, secretarial and clerical supp...
- 6/11/2024 12:00:00 AM
Administrative Assistant (Administrative Support III)
- Johnson County (KS)
-
Olathe, KS
- Overview A career with Johnson County Government is more than just a job, it is an opportunity to serve a diverse and ex...
- 6/7/2024 12:00:00 AM
General Administrative Assistant
- Highway Machine Co Gears
-
Princeton, IN
- HMC Gears is seeking employees with exceptional organizational skills, who pay attention to details, and have a natural ...
- 6/7/2024 12:00:00 AM
About Massachusetts
Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River.
Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$50,451 to $64,310
Most Popular Cities in Massachusetts for Trust Administration Assistant Jobs
What does a Trust Administration Assistant do?
Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019