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Trust Coordinator

Boston, MA 02101

Posted: 12/12/2023 Employment Type: Direct Hire Job Number: 41173 Pay Rate: 70,000

Job Description


Our client is seeking a Trust Coordinator to join their busy team supporting the clients of the firm.

Responsibilities include:
  • Administration of assigned accounts.
  • Assisting Trust Advisors, Trustees, Lawyers, and Clients with transactions.
  • Respond to client requests and inquiries.
  • Direct client inquiries to appropriate parties as needed.
  • Create, draft, edit, memorandums, correspondence, charts, and other templates.
  • Process incoming and outgoing mail and email.
  • Assist with document production.
  • Maintain electronic filing system.
  • Assist with special projects.

Requirements:
  • Bachelor’s Degree required.
  • 3+ years’ experience in a financial services setting required.
  • Estate and trust experience is a plus.
  • Strong Excel skills and a proficient user of all other MS Office Suite products. 
  • Ability to prioritize.
  • Excellent communication skills
     

Meet Your Recruiter

Ashley Dineen

Ashley Dineen has been with The Panther Group since 2009 and has worked within many areas of the company including payroll, compliance, on-boarding, recruitment, and client management.

Ashley is a mother of two and enjoys spending time with family in her spare time.

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