Trust Coordinator

Profile

Trust Coordinator

Duties: 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. Assists 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 easy to moderate 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 urgent 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, no less often than weekly. Assist with vacation and overflow coverage as needed for the Trust Support Staff and the Client Service Coordinator 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. Perform other administrative duties on an as needed basis. May perform additional duties as requested. Works proactively with others to support efforts within a department or function of the Firm. Organizes and prioritizes assignments and contributes to the department’s ability to meet or exceed goals and standards. Maintains current knowledge of trends and developments affecting the area of specialization. Uses innovative thinking and exercises sound judgment to achieve results.

Company info

Choate Hall & Stewart LLP.
Two International Place
Boston
Massachusetts
United States 02110
Website : https://www.choate.com/