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Choate, Hall & Stewart LLP · 12 hours ago

Trust Coordinator

Boston, MA

Full-time

Onsite

Mid Level

$68K/yr - $85K/yr

3+ years exp

Choate, Hall & Stewart LLP is seeking a Trust Coordinator to provide direct administrative support for assigned Trust Advisors and Wealth Management Clients. The role involves assisting with account administration, handling client requests, and coordinating meetings while maintaining a high standard of organization and communication.

LegalProfessional Services

Comp. & Benefits

No H1B

Responsibilities

Help to administer a small group of assigned accounts in accordance with their document terms and assist the Trustees with the administrative decisions of those accounts

Assist Trust Advisors, Trustees, Lawyers, and Clients in handling routine and non-routine transactions, including client bill-paying, account maintenance, scheduling, and payment of domestic household help, insurance matters, gifting programs, and other tasks as directed

Respond to various internal and external client requests and inquiries

Screen and direct telephone calls and client inquiries to appropriate parties. Coordinate e-mail and voicemail messages to Trust Advisor specifications. Maintain and track special client email boxes

Create, draft, edit, and revise letters, memorandums, charts, family trees, and documents utilizing sample templates

Process incoming and outgoing mail throughout the day and respond immediately to time-sensitive mail

Coordinate and schedule internal and external client meetings, including but not limited to reserving conference rooms, registering visitors to the building, etc

Assist with document production including letters, memorandums, charts, family trees and spreadsheets

Maintain electronic filing system to department standards, including filing all client communications and documents on a regular basis

Assist with vacation and overflow coverage as needed for the Trust Advisor and Trust Coordinator team by handling routine and non-routine administrative tasks at the direction of the Trust Advisors

Assist with special projects, including, but not limited to the administration of grant programs for client foundations, large mailings for family funds, and research projects

May perform additional duties as requested

Qualification

Financial services experienceExcel skillsProject managementMS Office Suite proficiencyVerbal communicationWritten communicationProfessional demeanorOrganizational skillsAdaptabilityTeam collaboration

Required

Bachelor's Degree required

3-5 years' experience in a financial services setting required. Estate and trust experience is a plus

Experience in managing projects and tasks with multiple stakeholders to a successful conclusion under inflexible deadlines

Demonstrated ability to work well with multiple supervisors while keeping them informed and involved

Demonstrated ability to organize work and set priorities to meet deadlines while working independently

Superior verbal and written communication skills

Professional demeanor and presentation consistent with a professional office environment

Strong Excel skills and a proficient user of all other MS Office Suite products. Adaptability to learn and become expert in new applications with limited formal training

Strong ability to work well with a wide range of personalities and expectations

Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future)