Estate and Trust Associate
Howland Capital Management LLC, Boston, MA, United States
Job Title:
Estate and Trust Administrator
Department:
Administration
Classification:
Non-Exempt
Employment Type:
Full-Time
Summary The Estate and Trust Administrator will work directly with Howland Capital’s Chief Fiduciary Officer to support Howland Capital’s portfolio management, portfolio administrators, tax team, and clients. The Estate and Trust Administrator is responsible for coordinating review of client trusts and estate planning as well as assisting with estate and trust administration.
Essential Functions
Conduct high-level summary reviews of client estate plans to identify key provisions and potential areas of concern
Assist the Chief Fiduciary Officer in conducting regular, detailed reviews and cataloging of trust documents
Oversee administration of client estates, ensuring accurate tracking and execution of necessary steps in estate settlement
Maintain a comprehensive calendar to monitor estate tax return due dates, disclaimer dates, termination dates, and other estate and trust-related event dates
Re-register client accounts to reflect trustee or beneficiary changes in a timely manner
Support the Chief Fiduciary Officer in drafting, preparation, and execution of Trustee Appointments, Release Agreements, Promissory Notes, and other documents
Prepare and maintain probate accounting reports and filings for selected estates and trusts
Maintain and review updated IRA beneficiary designations
Prepare and distribute Crummey withdrawal notices and process premium payments for all Irrevocable Life Insurance Trusts (ILITs)
Organize trust and estate files for accuracy and accessibility
Qualifications & Educational Requirements
Bachelor’s degree required; paralegal certification, CTFA, CPA, or other relevant credentials preferred
Excellent phone presence, verbal and written skills
Ability to manage and prioritize multiple tasks and projects
Ability to work independently and collaboratively with various teams within the firm
Strong organizational skills with great attention to detail
Proficiency in MS Office products (Outlook, Word, Excel)
Prior experience in financial services or law preferred
Other Responsibilities
Howland Capital will train the right candidate on all systems; however, experience with any of the following is a plus: Tamarac, Microsoft Dynamics CRM, Brentmark
Manage and/or assist with projects as needed
Howland Capital Management offers a competitive compensation and benefits package, including health care, dental, vision, long-and short-term disability, profit sharing plan, 401k matching program, firm paid commuter benefit and tuition assistance.
There is a flexible work environment with the ability to work remotely for some portion of the work schedule.
Howland Capital Management is committed to recruiting, hiring, developing and promoting financial service professionals and other employees without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, or disability. As a firm, we value contributions of all employees, and do not tolerate harassment or discrimination of any type.
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Estate and Trust Administrator
Department:
Administration
Classification:
Non-Exempt
Employment Type:
Full-Time
Summary The Estate and Trust Administrator will work directly with Howland Capital’s Chief Fiduciary Officer to support Howland Capital’s portfolio management, portfolio administrators, tax team, and clients. The Estate and Trust Administrator is responsible for coordinating review of client trusts and estate planning as well as assisting with estate and trust administration.
Essential Functions
Conduct high-level summary reviews of client estate plans to identify key provisions and potential areas of concern
Assist the Chief Fiduciary Officer in conducting regular, detailed reviews and cataloging of trust documents
Oversee administration of client estates, ensuring accurate tracking and execution of necessary steps in estate settlement
Maintain a comprehensive calendar to monitor estate tax return due dates, disclaimer dates, termination dates, and other estate and trust-related event dates
Re-register client accounts to reflect trustee or beneficiary changes in a timely manner
Support the Chief Fiduciary Officer in drafting, preparation, and execution of Trustee Appointments, Release Agreements, Promissory Notes, and other documents
Prepare and maintain probate accounting reports and filings for selected estates and trusts
Maintain and review updated IRA beneficiary designations
Prepare and distribute Crummey withdrawal notices and process premium payments for all Irrevocable Life Insurance Trusts (ILITs)
Organize trust and estate files for accuracy and accessibility
Qualifications & Educational Requirements
Bachelor’s degree required; paralegal certification, CTFA, CPA, or other relevant credentials preferred
Excellent phone presence, verbal and written skills
Ability to manage and prioritize multiple tasks and projects
Ability to work independently and collaboratively with various teams within the firm
Strong organizational skills with great attention to detail
Proficiency in MS Office products (Outlook, Word, Excel)
Prior experience in financial services or law preferred
Other Responsibilities
Howland Capital will train the right candidate on all systems; however, experience with any of the following is a plus: Tamarac, Microsoft Dynamics CRM, Brentmark
Manage and/or assist with projects as needed
Howland Capital Management offers a competitive compensation and benefits package, including health care, dental, vision, long-and short-term disability, profit sharing plan, 401k matching program, firm paid commuter benefit and tuition assistance.
There is a flexible work environment with the ability to work remotely for some portion of the work schedule.
Howland Capital Management is committed to recruiting, hiring, developing and promoting financial service professionals and other employees without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, or disability. As a firm, we value contributions of all employees, and do not tolerate harassment or discrimination of any type.
#J-18808-Ljbffr