Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Northeast Private Trustees (NPT) (Medfield, MA) seeks a full-time Senior Trust Administrator with a focus on client service and trust administration. The Senior Trust Administrator's primary role is to manage trust relationships and administer client accounts. The position works across the firm and externally to ensure positive relationships and the security of clients' trust assets to achieve objectives specific to each trust and estate. The position is a dual role, also working as part of NPT's sister company, Borchers Cusano Trust Law, P.C. (BCTL) on related accounts.
Position Reports to: NPT Trust Executives
Position Supervises: NPT Trust Administrators
Primary Responsibilities
Professional Requirements
Compensation: Anticipated salary of $70-$90k depending on qualifications and experience
Benefits: Health, dental, PTO, Simple IRA matching, team-building activities, opportunities for prof. development
Work Type: This role will be an in-office position with the option to work remotely on occasion
Duration: Full-time, effective immediately on hire
Application Procedure: Please submit cover letter and resume (PDF documents only)
Application Deadline: Position will be open until filled
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0 Top Trust Executive jobs found in Brockton, MA area