Summary: Responsible for managing administration of assigned client trust and custodial relationships in a positive manner while observing strict confidentiality. Assisting in setup and execution of operational activities associated with the Trust Administration Department s scope of responsibilities.
Essential Job Duties and Responsibilities primary job duties that incumbent must be able to perform include:
Knowledge, Skills and Abilities:
Credentials and Experience:
Four-year college degree or formal paralegal training or equivalent legal experience and/or training preferred.
One to three years experience in trust administration, with a demonstrated understanding of fiduciary income taxation and trust accounting principles, securities markets and the processing of securities trades.
Fletcher Tilton PC - Attorneys at Law
05/16/2024
Worcester,MA