Trust Coordinator

Job Summary :

The Trust Coordinator provides direct administrative support for assigned Trust Advisors and a small subset of Wealth Management Clients.

Job Functions :

• 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.

Essential Competencies :

Qualifications :

Work Authorization :

Compensation and Total Rewards Package :

Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the salary range for this specific position at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.

$68,000 - $85,000