Estate Planner / Financial Administrator

Boston, MA

Estate Planner/Financial Administrator! Great, well known firm in Downtown Boston – up to 90k!

Our client is seeking a candidate with Paralegal, insurance administration or financial services. The right candidate will be someone who has worked closely with hi-net worth clients and has supported financial advisors with estate settlements and financial planning activities.

The position will involve working on estate settlements, post-divorce processing, administration for the non-managed accounts (529 college savings plans, 401k rollovers, coordinate client address changes/retirement paperwork) and so much more!

This is a wonderful firm that puts their clients needs first and generations of clients have come to rely on them. If this is a position that is the right fit for you! Call or apply today! Don’t miss out!

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