Trust Operations Administrator

Reporting to the Director of Trust Operations, provides assistance with the oversight of the day-to-day operations of the Trust Department. Responsibilities will focus on Trust Department operational tasks, project management and facilitation of internal and external compliance related functions.

  • Will be able to respond to internal and external requests for complex financial reporting, including required filings to regulatory entities or court filings, for example Probate T U/W court filings.
  • Facilitate the on-site safekeeping of clients physical assets process. Controlling the receipt in and delivery out of physical/tangible property. This will also include Transfer Agent / Physical Stock conversion as needed, should understand the requirements needed to remove restrictions and other holds on physical certificates.
  • Will be responsible for the facilitation of all audit requests, external and internal as needed

Qualifications:

  • Approximately 8-10 years’ experience with financial and legal management principles
  • Bachelor’s degree in accounting, finance or equivalent experience.

Ideal candidate should have strong experience and knowledge of the following items:

  • Processing daily transactions, perform account reconciliations, wire transfers, asset set-up, dividend posting, and produce internal and external reports including client statements.
  • Executing written requests from Trust Administration including written requests for checks and wires or deposits of assets.
  • Processing invoices, payments, and report on aged receivables.
  • Regulatory reporting and regulatory and departmental compliance.

About Hemenway & Barnes LLP:

Hemenway & Barnes LLP is a law firm specializing in the preservation and management of the personal, business, family, and financial assets of its clients. As one of the oldest firms in New England, the people at Hemenway & Barnes have earned a long-held reputation as premier trustees, advisors and attorneys.

To Apply:

Qualified candidates may send their resume, in confidence, to the address hr@hembar.com.