Beacon Hill Legal is hiring an Interim Trust Officer to support a respected fiduciary services organization. This temporary contract opportunity is ideal for an experienced trust professional who can quickly step into an existing portfolio of trust relationships and provide beneficiary-facing support with minimal ramp-up time.
Key responsibilities include:
-
Managing assigned trust and agency relationships
-
Serving as the primary contact for beneficiaries, co-trustees, trust protectors, and professional advisors
-
Participating in beneficiary, family, and advisor meetings
-
Evaluating discretionary requests and fiduciary matters
-
Documenting fiduciary recommendations and decisions
-
Collaborating with Trust Executives and internal teams to ensure continuity of service
-
Supporting trust administration strategy and beneficiary relationship management
-
Working with investment advisors and beneficiaries to review investment objectives
-
Managing all aspects of account administration for assigned relationships
Qualifications:
-
5+ years of client-facing experience in trust services, fiduciary administration, estate planning, wealth management, or related fields
-
Strong understanding of fiduciary responsibilities and trust relationships
-
Bachelor's degree preferred; CTFA or similar credentials are a plus
This is a temporary hourly contract engagement with full-time preference, primarily on-site in Medfield, Massachusetts and an anticipated duration of 2-3 months.
If interested, please apply with your resume in PDF or Word format.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
