130 Trust Operations Associate Jobs in Boston, MA
Rightworks Inc. is Hiring a Trust Operations Associate Near Boston, MA
- The Trust Operations Administrator will be responsible for all phases of the administration of a specific book of assigned estates in accordance with Department and Firm policies and procedures.
- Estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate.
- Collects all assets of the decedent and arranges payment of debts of the decedent and federal and state estate taxes, income taxes and other expenses of administration.
- Prepares federal, Massachusetts and other state estate tax returns.
- Participates in federal and/or state estate tax audits with the responsible attorney.
- Arranges for the distribution of the estate assets in accordance with the terms of the estate plan, applicable statutes and/or beneficiary designations, and originates trust-funding plan.
- Prepares probate accountings for estates.
- Consults with the responsible attorney on a continual basis to ensure the attorney is informed on all aspects of the administration and all procedural deadlines are met.
- Establishes and maintains an effective working relationship with the clients, related advisors, and other professionals to obtain and provide information and respond to any concerns or questions.
- Participates in training and development initiatives, including outside and in-house educational programs, consultation with attorneys and colleagues.
- Maintains complete file for each assigned estate.
- Reports to the Estate & Trust Administration Manager the status and issues relating to the administration of their assigned estates.
- Works proactively with others to support efforts within a department or function of the Firm.
- Organizes and prioritizes assignments and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
- Maintains current knowledge of trends and developments affecting the area of specialization.
- Uses innovative thinking and exercises sound judgment to achieve results.
- Bachelor’s degree in Finance or related field required or equivalent work experience.
- Solid estate settlement experience.
- Exceptional written, oral, and interpersonal communication skills.
- Proven ability to think quickly in a fast-paced environment. Strong organizational, problem solving and analytical skills.
- Ability to work in a multi-task environment with minimum supervision.
- Proficient use of various software packages, including Excel, Word, Outlook, and PowerPoint. Knowledge of SE2 Trust Accounting System or similar, SEI/SWP, GEMS,
- TrustEase, CCH ProSystem FX, Zane Software, CCH ViewPlan, ZCalc, or similar systems beneficial.
Job Summary
Full Time
IT Outsourcing & Consulting
$99k-126k (estimate)
06/21/2024
07/19/2024
rightworksinc.com
Austin, TX
25 - 50
IT Outsourcing & Consulting
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The job skills required for Trust Operations Associate include Accounting, Accounting Systems, Initiative, Interpersonal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust Operations Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust Operations Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust Operations Associate positions, which can be used as a reference in future career path planning. As a Trust Operations Associate, it can be promoted into senior positions as a Trust Clerk III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Operations Associate. You can explore the career advancement for a Trust Operations Associate below and select your interested title to get hiring information.
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