The Trust Advisor is responsible for ensuring client service while performing complex trust administration and advisory functions within the Nixon Peabody Trust Company (NPTC). This position requires a vast knowledge of trusts, estate planning, investments, and fiduciary tax laws. The Trust Advisor will work with clients, Portfolio Managers, and NP partners to ensure all needs are met in a professional and timely manner. This position is supported by a designated Trust Administrator who helps execute cash movement, generate reporting, and manage other administrative tasks. This position reports to the Director, Trust & Estate Administration.

About Nixon Peabody Trust Company

The Nixon Peabody Trust Company (NPTC) is a wholly owned subsidiary of Nixon Peabody LLP, and provides our clients with a complete range of wealth management, financial and investment planning, and fiduciary services to individuals and families with net worths of all sizes. Whether using us as a financial advisor or a trustee of trusts, clients around the globe rely on our experienced advisors and attorneys for a personalized touch in managing and protecting personal wealth. NPTC is not a manager of managers but directly buys and sells individual securities based on client objectives. NPTC leverages third-party research to supplement its internal research efforts.

Location: Boston, MA

Job Responsibilities:

• Work closely with trustees and/or responsible attorneys assisting in the decision-making process as requested.
• Participate in extensive direct client contact.
• Delegate and oversee projects and daily work effectively and efficiently.
• Work as part of a team providing high level service in conjunction with Trust Administrators, in-house portfolio managers, tax professionals and trust operation specialists who all share in the servicing of client relationships.
• Ensure that each assigned account is administered in accordance with their document terms; conduct initial and ongoing reviews of accounts in accordance with all applicable laws, rules, and regulations.
• Identify and manage compliance and fiduciary risk management issues; implement policies and procedures within compliance and departmental guidelines.
• Promptly address all questions arising from clients, trustees, co-trustees and beneficiaries, as well as internal departments regarding the administration and fiduciary activities of assigned accounts.
• Effectively manage multiple on-going projects, coordinates processes, and successfully prioritizes multiple tasks with good judgment.
• Develop and maintain a high level of proficiency using a variety of technological resources and database applications.
• Administer IRA’s in compliance with Department of Labor rules and regulations.
• Perform other duties as assigned.

Job Requirements:

• 7-9 years of Wealth Management and/or Trust Administration experience required. Prior experience working on trust accounting systems (i.e. FiTek – GWES) preferred
• Bachelor’s Degree required. Juris Doctor Degree preferred.
• Work experience in lieu of a degree will be considered.
• Certified Trust and Fiduciary Advisor (CFTA) designation preferred.
• Excellent communication skills, both verbal and written.
• Ability to adapt to various personalities and working styles.
• Work collaboratively within a proactive team-oriented environment.
• Assess and make recommendations to clients and partners with confidence.
• Understand the fundamentals of wealth management and trust administration, including but not limited to financial markets, economic factors, principal and income accounting, and Trust tax implications.
• Appropriately delegate and oversee work and projects given to assigned Trust Administrator.
• Display excellent interpersonal, organizational, and administrative skills, with meticulous attention to detail.
• Solve problems and display analytical skills.
• Take initiative and prioritize multiple tasks while working under tight deadlines.
• Display a proficiency with Microsoft Office (Excel, Outlook, etc.).

Nixon Peabody LLP is an Equal Opportunity / Affirmative Action Employer: Disability / Female / Gender Identity / Minority / Sexual Orientation / Veteran.

To comply with Federal law, Nixon Peabody participates in E-Verify. All newly-hired employees are verified through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to confirm their identity and employment eligibility. Please refer to the Notice of E-Verify Participation and the Right to Work posters on the Nixon Peabody Careers page for more information.

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Boston, MA 02109

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