Fiduciary Officer

Location
BOSTON
Salary
Commensurate with Experience
Posted
03 Jun 2021
Closes
03 Jul 2021
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients. The firm manages approximately $13 billion in client assets. Our team of professionals is committed to our distinctive investment philosophy, disciplined approach, and impact investing leadership.

Reasons to join Boston Trust Walden include:

  • Firm size, reputation, stability, and success
  • Challenging and fulfilling responsibilities
  • Accessible senior leadership team
  • Collegial work environment
  • Commitment to both client and community service
  • Recognition that work is but one component of a balanced life

Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/U.S. military status, pregnancy, citizenship status, or other legally protected status.

The Fiduciary Officer is responsible for administering all aspects of an assigned book of trust accounts in the Wealth & Investment Management Business Unit of Boston Trust Walden. The Fiduciary Officer will address client inquiries in a timely and effective manner while coordinating and overseeing all trust administration activities.

Responsibilities:

  • Partner with relationship and portfolio managers to provide trust administration services to an assigned book of accounts.
  • Coordinate and monitor all facets of fiduciary account administration from opening to distribution, including the review and interpretation of governing documents and applicable state laws to ensure accurate and complete account setup.
  • Collaborate with external fiduciary tax vendor support team to ensure account and transaction coding are accurate.
  • Review and interpret estate planning documents including wills and trust agreements.
  • Analyze and anticipate issues and planning opportunities for prospective and current clients.
  • Participate in internal and external trainings to enhance knowledge of trust administration, estate planning, tax laws and regulations applicable to the Boston Trust Walden’s high net worth trust business.
  • Support and mentor junior staff members by sharing knowledge of applicable trust administration and estate planning concepts.
  • Membership and key role on our Trust Administration Committee
  • Assist Director of Client Administration in the development, improvement and implementation of processes and procedures.

Education and Experience:

  • Bachelor’s degree in accounting, finance or another related field required.
  • Law Degree or master’s in taxation a plus.
  • 5+ years of relevant fiduciary administration and estate tax planning experience.
  • Ability to research, learn and analyze applicable fiduciary tax law rules and regulations.
  • Strong understanding of IRS Subchapter J laws and related regulations, and the ability to apply these concepts to all aspects of trust administration.
  • Strong verbal and written communication skills.
  • Ability to work effectively as an individual contributor and as part of a team.
  • Ability to manage multiple assignments and consistently meet deadlines.
  • Strong organizational skills and superior attention to detail.
  • Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint);
  • Working knowledge of Advent, SEI and Thomson Reuters OneSource Trust Tax platform helpful

 

 

 

 

Boston Trust Walden Company is committed to diversity in the workplace.  We seek to create an environment where all employees’ abilities and energies are fully utilized.  We believe diversity enhances our opportunity to build a high-performance culture that enables us to succeed in a competitive business. Reasonable accommodations will be made available to any applicant requesting them for the application process. Boston Trust Walden Company is an Equal Opportunity Employer.

  • You need to sign in to save