Trust Operations Specialist - Daley And Associates, LLC : Job Details

Trust Operations Specialist

– Law Firm – Boston, MA

We are currently seeking a Trust Operations Specialist to join an elite Boston-based law firm to support its Wealth & Trust division. This role is essential in facilitating operational and financial activities for Trustees and clients, with a focus on managing sophisticated trust accounts, ensuring timely reconciliations, and supporting financial workflows. Ideal candidates will bring at least 3 years of experience in trust operations, particularly within a professional services or legal environment.

This is a direct hire position that will pay $90-110K on a base salary (depending on experience). This position is required to be onsite 4 days per week in the Boston office.Responsibilities:

• Handle the onboarding and closing of trust accounts, ensuring all documentation and tax reporting requirements are met.

• Deliver high-level operational support to internal Trustees and external clients, maintaining a client-first service approach.

• Guide clients through setup and navigation of digital account access and tools.

• Process and monitor complex financial activities including disbursements, loan payments, deposits, and reconciliations.

• Support daily operations involving trade settlement, position tracking, and unrestricted asset movements.

• Manage trust-specific operations such as fee administration and tax payment processing.

• Maintain compliance with industry regulations and internal control policies.

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related discipline; trust or legal operations experience strongly preferred.

• Minimum of 3 years' experience in trust operations or financial services roles.

• Familiarity with financial platforms such as Advent, APX, Moxie, InvestCloud, and Unity/G+ is advantageous.

• Demonstrated ability to manage multiple priorities with precision and meet deadlines consistently.

• Strong understanding of trust accounting, banking operations, and compliance standards.

• Exceptional communication skills and a client-focused mindset.

• High attention to detail, analytical thinking, and sound judgment.

• Proven track record of maintaining confidentiality and integrity in sensitive matters.

For immediate consideration, please email your resume to Lydia at [email protected]