Associate Trust Officer Job in Worcester, MA - 217970 | BCGSearch.com

Associate Trust Officer

Type Full-Time

Location Massachusetts - Worcester

Job ID 94KX217970

Skills Trusts and Estates

2021-08-25 23:45:51

Worcester office of a BCG Attorney Search Top Ranked Law Firm seeks associate trust officer with experience. The candidate will be working with two very experienced Trust Officers assisting with the daily administration and management of trust and estate accounts: Using SunGard trust accounting software; Marshalling of assets; Trust and estate distributions; Preparation of fiduciary accountings; Compilation of information for preparation of federal and state estate tax, gift tax, fiduciary income tax and personal income tax returns. Will be responsibilities include investment administration but not portfolio management. Have ongoing responsibility for maintaining relationships with trustees, clients, beneficiaries, investment advisors, accountants, and other professionals. Certified Trust and Fiduciary Advisor designation is preferable.

This Massachusetts-based firm has three offices in the state and employs 64 knowledgeable attorneys. The firm more than 95 years old, and the firm practices various areas including financial institutions, healthcare, and higher education.

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