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Associate Trust Officer Trust amp Estates
Company name
Bowditch & Dewey, LLP
Experience
1 yrs required
Location
Worcester, MA, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Nov 04, 2022
Profile
Associate Trust Officer – Trust and Estates
The candidate will be working with two very experienced Trust Officers assisting with the daily administration and management of trust and estate accounts. Using SunGard trust accounting software; Marshalling assets; Trust and estate distributions; and Preparation of fiduciary accountings. Compilation of information for preparation of federal and state estate tax, gift tax, fiduciary income tax, and personal income tax returns. Responsibilities include investment administration but not portfolio management. Should have a broad range of experiences. Excellent skills with knowledge and perspectives.
Company info
Bowditch & Dewey, LLP
311 Main Street P.O. Box 15156
Worcester
Massachusetts
United States 01615-0156
Phone : 508-791-3511
Fax : 508-756-7636
Website : http://www.bowditch.com
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