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. Inherent in this role is the need to regularly meet new challenges with an open mind, be solutions-oriented, and provide optimistic responses. The nature of this position results in significant exposure to trusts, estate planning, and investment portfolio management activity. Integrity, discretion, and respect for confidential information are essential.
Responsibilities Include:
Qualifications and Skills:
Reporting & Classification:
The Trust Advisor will report to the Head of Fiduciary Services. This position is exempt and is required to work in the Boston office Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice.
Work Location:
The Trust Advisor will be required to work from our Boston, MA office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.
This job description is not intended to include all job responsibilities, does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.
Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.
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