Location: Boston, MA, US
Job Summary:
Job Duties:
- Administer accounts per document terms
- Support Trustees in administrative decisions
- Manage transactions (bill payments, account maintenance)
- Screen and direct calls/inquiries
- Create, draft, edit, and revise documents
- Process mail and maintain electronic filing systems
Required Skills (Keywords):
- Administrative support
- Communication management
- Document preparation
- Project management
- Task management
- MS Office Suite (Excel proficiency)
Required Experiences (Topics):
- Bachelor's Degree
- 3-5 years in financial services
- Estate and trust experience preferred
Job URLs: