WHAT YOU'LL DOThe Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement.Additional Duties:Effectively oversee, manage and support postmortem trust and estate settlement account administration within wealth management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles.Participate in all facets of administration, including coll
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101 Federal Street, Suite 1900 Boston, MA 02110, United States