Careers

Pursue excellence.

The families we serve deserve our very best, every day. That’s our number one priority when considering professionals to join our firm. Loring, Wolcott & Coolidge has a collegial, collaborative environment where accomplished professionals who share our commitment to client service can build rewarding and satisfying careers. We are committed to promoting a healthy work-life balance, which includes offering a generous benefits package.

If you have a passion for helping clients achieve their financial goals, we invite you to explore LWC’s current opportunities listed below.

At Loring, Wolcott & Coolidge, we are committed to advancing diversity, equity, and inclusion – whether related to accessibility, gender, ethnicity, age or sexual orientation. Candidates from historically underrepresented backgrounds are strongly encouraged to apply.

Current opportunities

Open Positions

Application Developer

Position Summary

The Application Developer position is responsible for the development and integration of new and existing software applications. It requires hands-on programming, unit testing and cross-platform integration testing, technical support, interaction with project managers and administration, general software maintenance and enhancements, and observance of conventional standards.

Responsibilities

  • Research and analyze business requirements and recommend technical solutions.
  • Implement technical solutions for new development including: writing technical specifications; user interface design and prototyping; involvement in the entire project development lifecycle; program/enhance new and existing software applications; data conversions; defect resolution; maintenance and support; and technical training to systems team members.
  • Identify and help reconcile inherent conflicts between high-level objectives, systems architecture and functional requirements in a timely manner.
  • Review and interpret legacy application code to assist with application enhancements or support tasks
  • Assist with the redesign and conversion of legacy applications and databases.
  • Assist in the integration of external products or services.
  • Develop time estimates and report on progress of deliverables.
  • Participate on multiple projects simultaneously.

Education and Experience

  • BA/BS with 3-5 years of experience in client server systems development and support.
  • Financial industry experience preferred.
  • Required work experience with the following technologies:
    • One of the following languages required:
      • Java SE and Swing using NetBeans or Eclipse
      • C# using Microsoft Visual Studio
    • Microsoft SQL Server and TSQL
    • Reporting tool experience like Crystal Reports or Microsoft SSRS
    • Microsoft Windows OS and Office tools, and IIS server experience a plus
  • Broad experience in programming Graphical User Interfaces and software usability.
  • Experience with SDLC methodologies and software configuration management tools.
  • Experience with assisting in the installation and maintenance of PC vendor packages.
  • Ability to evaluate and work directly with vendors to apply software change requests.

Skills

  • Able to communicate well with end users and develop teamwork relationship with staff.
  • Able to handle multiple priorities simultaneously while managing time effectively.
  • Able to act as development team lead on major applications initiatives.
  • Able to learn new concepts within a complex and demanding environment.
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This will require flexibility in hours from the Developer from time to time.
  • Have a strong work ethic and a commitment to quality.
  • Possess solid customer service skills.
  • Be a self-starter who is able to organize and manage one’s workload in a fast-paced environment.
  • Have a positive “can do” attitude and be willing to do whatever it takes to meet the goals.
  • Desire to learn the Trust business as it relates to assigned, technical projects.

Reporting

The Application Developer reports to the Head of Technology. This position is exempt and may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Application Developer position is eligible to participate in the Remote Workplace Program.  Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Investment Operations Specialist

The Investment Operations Specialist’s primary responsibilities are to assist and execute all processes within the Investment Operations and Investment Analytics Teams.  The position requires working effectively with team members and other colleagues such as the Trustees teams.  This position handles confidential and personal information.  Integrity, discretion, and respect are imperative in the position.

Responsibilities:

  • Post and reconcile trades, income collection and corporate actions.
  • Process and monitor account transfers.
  • Process cash receipts and manage cash utilizing established money market funds.
  • Process personal and charitable stock gifts.
  • Perform daily reconciliations of custody accounts.
  • Act as a backup to other members of the Operations team.

Qualifications:

  • Bachelor’s degree and 1-3 years Investment Operations experience.
  • Strong understanding and experience with institutional accounting systems (SunGard AddVantage preferred), trading systems (Charles River preferred) and other industry related databases or software applications.
  • Prepare effective, well-organized letters and memorandum, work and communicate well with clients, charities and the others in the Office.
  • Time management skills and the ability to meet stringent deadlines are essential.
  • Proficient use of technology, including MS Excel and Word with the ability and desire to learn new computer applications.

Skills:

  • Must be able to learn new concepts within a complex and demanding environment.
  • Possess high attention to detail.
  • Look for areas of improvement within business processes.
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This may require flexibility in hours from time to time.
  • Have both a strong work ethic and a sense of “getting it right”.
  • Be a self-starter who is able to organize and manage own workload in a fast-paced environment.
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting:

The Investment Operations Specialist will report to the Head of Investment Operations.

The Investment Operations Specialist position is eligible to participate in the Remote Workplace Program, allowing for in-office and remote working ability. Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This position is non-exempt and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Investment Operations Specialist/Assistant Trader

Position Summary

The Investment Operations Specialist/Assistant Trader’s primary responsibilities are to assist and execute all processes within the Investment Operations and Investment Analytics Teams. The successful candidate will deliver high quality work with strong attention to detail, while being able to manage multiple tasks at once. The position requires working effectively with team members and other colleagues. Integrity, discretion, and respect for confidential information are essential.

Responsibilities

  • Post and reconcile trades, income collection and corporate actions.
  • Process and monitor account transfers.
  • Process cash receipts and manage cash utilizing established money market funds.
  • Process personal and charitable stock gifts.
  • Perform daily reconciliations of custody accounts.
  • Execute Trades for Domestic and Foreign Equities, Fixed Income and Mutual Fund securities.
  • Confirm domestic equity trading utilizing the Omgeo trade confirmation software.
  • Reconcile all trade discrepancies with brokers and custodian.
  • Communicate market news and specific security information to Trustees.
  • Run performance reports for client accounts and other ad-hoc reports as requested.
  • Act as backup to our Head Trader, Portfolio Analyst, and other members of the Operations team.

Education and Experience

  • Bachelor’s degree and 2-5+ years Investment Operations experience with at least one year of equity/fixed income trading experience.
  • Strong understanding and experience with institutional accounting systems (SunGard AddVantage preferred), trading systems (Charles River preferred) and other industry related databases or software applications.
  • Strong understanding of financial markets and experience with Bloomberg or Factset is a plus.
  • Prepare effective, well-organized communications to Trustees, our custodians, and others in the Office.
  • Time management skills and the ability to meet stringent deadlines are essential.
  • Proficient use of technology, including MS Excel and Word with the ability and desire to learn new computer applications.

Skills

  • Must be able to learn new concepts within a complex and demanding environment.
  • Possess high attention to detail.
  • Look for areas of improvement within business processes.
  • Have a professional approach in dealing with stressful situations.
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This may require flexibility in hours from time to time.
  • Have both a strong work ethic and a sense of “getting it right”.
  • Be a self-starter who is able to organize and manage own workload in a fast-paced environment.
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting

The Investment Operations Specialist/Assistant Trader will report to the Head of Investment Operations. This position is non-exempt and is required to work Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Investment Operations Specialist/Assistant Trader position is eligible to participate in the Remote Workplace Program. Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Fiduciary Administrator

Position Summary

The Fiduciary Administrator is an integral part of the Administrative Services Team within our Fiduciary Service Group ensuring the process of new account set up, account terminations, asset transfers, and other internal processes is accurate and efficient.  Integrity, discretion, attention to detail, and respect for confidential information are absolutely essential.

Responsibilities

  • Initiate and monitor onboarding activities for both new and existing clients related to the opening of new accounts including but not limited to the pre-fill and review of new account paperwork, the completion of post account setup requirements as guided by our procedures, and working with our compliance teams to ensure a thorough sign-off of all internal checklists and documents.
  • Follow established procedures to ensure adherence to account opening guidelines, account funding processing, paperwork generation, statement setup, KYC protocols and IRS compliance.
  • Facilitate incoming and outgoing security transfers for existing clients including DTC eligible securities, mutual funds, security certificates and other complex assets.
  • Liaise with our Investment Operations team to ensure incoming asset transfers are booked correctly with number of shares and tax cost/acquisition dates reflected accurately on our accounting system.
  • Initiate and monitor the account termination process for all types of accounts including complex irrevocable trusts by working with clients and outside advisors to obtain outside delivery instructions (as appropriate), working with our internal teams to transfer assets, completing post account termination requirements as guided by our procedures, and working with our compliance teams to ensure a thorough sign-off of all internal checklists and documents.
  • Work to become a subject matter expert regarding client onboarding, asset transfers, and account terminations.
  • Review and process change of trustee paperwork, perform system maintenance in relation to the change, and draft UTC notices for internal review and signature.
  • Regularly review policies and procedures for assigned tasks to improve processes and efficiencies.
  • Effectively manage multiple on-going projects, coordinate processes and successfully prioritize multiple tasks with good judgement.
  • Ensure documentation for all work items is correctly saved into our document management system.
  • Manage and oversee projects and other tasks as identified by the Head of Fiduciary Services in conjunction with LWC Trustees and other team members.

Qualifications

  • Bachelor’s Degree
  • Limited knowledge of trusts and estates
  • Top quality computer competencies – MS Excel, Word, PowerPoint, Outlook, and the ability to adapt easily to new software applications
  • Satisfactory completion of Trust Fundamentals and/or Trust School in preparation for the CTFA examination

Additional Skills

  • Ability to handle complex, sensitive and confidential material with good judgement, maturity, and an optimistic outlook – even in high stress situations
  • Can take initiative, work with limited direction, complete loosely-defined tasks, and find ways to leverage time of Trust & Estate Administration and add value to the company
  • Willingness to learn new areas of job responsibilities
  • Consistent and strong follow-up skills with a strong attention to detail
  • Excellent verbal, written, analytical and editing skills
  • Must be able to learn new concepts and computer applications within a complex and demanding environment
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines
  • Have both a strong work ethic and a sense of “getting it right”
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office

Reporting
The Fiduciary Administrator will report to the Head of Fiduciary Services.

This position is exempt and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Fiduciary Administrator position is eligible to participate in the Remote Workplace Program with manager approval.  Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Fiduciary Associate

Position Summary

The Fiduciary Associate is an integral part of the Administrative Services Team within our Fiduciary Services Group and is responsible for a wide range of both routine and complex administrative duties.  It involves handling specific department needs with limited supervision, making it necessary to adapt to various personalities and working styles.  The Fiduciary Associate must be resourceful, have the ability to multi-task and exercise poise and tact with others.  The nature of this position results in exposure to trusts, estate planning and investment portfolio management activity.  Integrity, discretion, attention to detail, and respect for confidential information are absolutely essential.

Responsibilities

  • Support two to three Trust Counsels and/or Trust Advisors in the administration of their assigned relationships
  • Various administrative tasks (including, but not limited to, working with our document management system to ensure documents are properly saved, sending out correspondence, monitoring phone lines and/or email during team members’ absence)
  • Support, work closely with, and provide back up for other Fiduciary Associates
  • Perform maintenance on our accounting system, AddVantage
  • Coordinate document management on our imaging system, eDocs
  • Complete follow-up on action items arising from administrative account reviews
  • Prepare paperwork to be processed by Investment Operations and Accounting (including but not limited to statement setups and modifications, fee requests, and market value updates for miscellaneous assets)
  • Review and draft Crummey Notices for their assigned team members’ review and signature
  • Research missing cost basis for legacy holdings
  • Process capital calls for delivery to Investment Operations
  • Work with assigned team members and Investment Operations to administer miscellaneous assets
  • Effectively manage and coordinate processes and successfully prioritize multiple tasks using sound judgment
  • Gather, compile and report relevant information to assigned team members
  • Complete special projects as assigned by the Head of Fiduciary Services

Qualifications

  • Bachelor’s Degree
  • Limited knowledge of trusts and estates
  • Top quality computer competencies – MS Excel, Word, PowerPoint, Outlook, and the ability to adapt easily to new software applications
  • Satisfactory completion of Trust Fundamentals and/or Trust School in preparation for the CTFA examination

Additional Skills

  • Ability to handle complex, sensitive and confidential material with good judgement, maturity, and an optimistic outlook – even in high stress situations
  • Can take initiative, work with limited direction and complete loosely-defined tasks
  • Willingness to learn new areas of job responsibilities
  • Consistent and strong follow-up skills with a keen attention to detail
  • Excellent verbal, written, analytical and editing skills
  • Must be able to learn new concepts and computer applications within a complex and demanding environment
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines
  • Have both a strong work ethic and a sense of “getting it right”
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office

Reporting

The Fiduciary Associate will report to the Head of Fiduciary Services.

This position is exempt and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Fiduciary Associate position is eligible to participate in the Remote Workplace Program with manager approval.  Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Tax Advisor

Summary

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are absolutely essential.

Responsibilities

  • Prepare complex tax returns for individual clients with high net worth.
  • Review tax returns prepared by colleagues to ensure quality processing.
  • Meet with clients and Trustees to present financial and tax planning strategies.
  • Analyze and process quarterly estimated tax payments for assigned individual accounts.
  • Identify and collaborate with team members on taxable events that may have legal implications.
  • Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
  • Work with Trustees and Tax Department Team to identify tax planning opportunities for individuals and families.
  • Partner with other teams throughout the office, including General Counsel and Trust Administration, to ensure tax planning initiatives are comprehensive and compliant.
  • Mentor junior Tax Advisors.
  • Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx.
  • Work with members of the Tax Team, Business Analysts and Application Developers to utilize the most effective technology and work flow processes.

Education, Experience & Qualifications

  • Bachelor’s or Masters’ Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
  • Minimum 7 years’ experience in individual tax return production environment.
  • Minimum 5 years’ experience in direct individual client environment involving financial planning and analysis.
  • Current, high level of knowledge about individual and gift tax matters.
  • Experience with fiduciary and estate tax returns preferred.
  • Solid understanding of Investment Management concepts.

Skills

  • Excellent analytical, interpersonal, communication and presentation skills.
  • Must be able to learn new concepts within a complex and demanding environment.
  • Perform well in a deadline-oriented environment.
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This will require flexibility in hours from time to time, with little or no advance notice.
  • Have both a strong work ethic and a sense of “getting it right”.
  • Solid customer service skills.
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting

The Tax Advisor will report to the Director of Tax.  This position is exempt and may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Tax Advisor position is eligible to participate in the Remote Workplace Program.  Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Tax Compliance Assistant

The Tax Compliance Assistant will perform a wide range of complex duties in all areas of compliance relating to both trust and individual clients. The candidate must be a team player, flexible in nature and must enjoy working in a busy, fast-paced environment. Specifically, during tax seasons, the Tax Compliance Assistant will be required to work overtime. This position handles confidential information, while maintaining a high level of client contact. Integrity, discretion, and respect for confidential information are essential.

Responsibilities

  • Ensure the timely filing for all fiduciary, gift and individual tax returns, estimates, and extensions with federal and state tax authorities by maintaining and updating a variety of database applications.
  • Coordinate electronic payments to taxing authorities for all trust and individual clients.
  • Electronically file fiduciary and individual income tax returns and update and resubmit rejected returns with OneSource and ProFX vendors.
  • Reconcile and request all necessary tax payments, process tax refunds, charge tax preparation fees to appropriate sources.
  • Reconcile and maintain tax department holding accounts for all electronic payments made at Bank of America.
  • Maintain Tax Department Compliance Matrix; notify Tax Advisors of approaching deadlines.
  • Assume lead responsibilities within the firm for ProFX scan software.
  • Prepare and coordinate mailings to clients and beneficiaries for the 3,500+ investment management and trust accounts managed by the firm.
  • Prepare and coordinate mailings to the firm’s 500+ individual income tax clients and 100+ gift tax clients.
  • Coordinate the delivery of 65-day distribution memos for 800+ trusts and the timely processing of payments to beneficiaries.
  • Ensure all tax filings, work papers, and client documents are stored on firm’s electronic document management system; update all internal databases accordingly.
  • Maintain all recording and tracking of technical functions for all activity on internal databases.
  • Maintain all department procedures, update as needed, making them available to the department.
  • Assist with fee income process.
  • Coordinate the daily work flow of interrelated tax compliance activities with client communications, tax identification number requests, general problem resolution, calendar assignments and meeting scheduling.
  • Lead in the design and implementation of system development to build, maintain and enhance internal database controls, efficiencies and reports. Proactively seek out more enhanced technology to improve processes and procedures for department as it relates to position responsibilities.
  • Act as an information source on established policies, procedures and controls, including risk mitigation within the department.
  • Maintain spreadsheets, databases, trust accounting system.
  • Maintain all compliance area procedures, update as needed, making them available to the department.
  • Work closely with all members of the department, Trust Administration teams, and/or Trustees to research and resolve any pending tax payment discrepancies.
  • Log and distribute tax notices.
  • Perform other related clerical duties as needed by the department–create annual files, process daily mail, answer/direct telephone inquiries, order tax season supplies, etc.
  • Coordinate updates to office address system.
  • Participate in the design and implementation of system development to build, maintain, and enhance internal database controls, efficiencies, and reports.
  • Proactively seek out more enhanced technology to improve processes and procedures for department as it relates to position responsibilities.

Qualifications

  • Associates degree from business school or college.
  • Two years similar experience, working in Tax/Trust/Accounting environment, preferred.
  • Strong aptitude for figures, technology skills (MS Word & Excel) including database expertise.
  • Previous experience working with SunGard’s AddVantage trust accounting system, or ProFX or OneSource tax software helpful.

Skills

  • Must be able to learn new concepts within a complex and demanding environment.
  • Ability to handle high volumes of work during peak periods while adhering to strict deadlines.
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This will require flexibility in hours from time to time with little to no advance notice.
  • Have both a strong work ethic and a sense of “getting it right”.
  • Must be organized, detail-oriented and work well under pressure.
  • Possess the ability to recognize and remedy potential issues.
  • Solid customer service skills.
  • Be a self-starter, self-motivated individual who is able to organize and manage own workload in a fast-paced environment.
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting

The Tax Compliance Assistant will report to the Tax Compliance Manager.

This position is non-exempt and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Tax Compliance Assistant position is eligible to participate in the Remote Workplace Program with manager approval.  Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Trust Advisor

As a member of the Client Services Department, this position provides support to the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC.  It involves the handling of multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles.  The Trust Advisor performs a wide range of complex trust administration functions requiring a vast knowledge of trusts, estate planning, investments and tax laws while maintaining a high level of client contact.  Inherent in this role is the need to regularly meet new challenges with an open mind, be solutions-oriented, and provide optimistic responses.  The nature of this position results in significant exposure to trusts, estate planning and investment portfolio management activity.  Integrity, discretion, and respect for confidential information are absolutely essential.

Responsibilities

  • Research and review probate, fiduciary, income, retirement plan and estate planning issues and law and apply them effectively to individual client circumstances.
  • Review and interpret past and existing trust instruments on a regular basis.
  • Provide thought leadership to improve processes and training as needed to other members of the team.
  • Administer new and existing accounts, including all aspects of the account opening process, account distributions, terminations, death, gift and GST administration and gift tax return preparation.
  • Manage and oversee projects or tasks as identified by the COO and in conjunction with Trustees, and other team members.
  • Work with Client Services to ensure a consistent and comprehensive approach, following standard office policies and procedures. Work with team on resolving procedural and administrative issues as they pertain to accounts.
  • Be an active member of the Trust Administration Committee.
  • Review current office policies for the purpose of improving processes and efficiencies.
  • Support, work closely with, and provide backup to other Trustees during periods when other Trust Advisors are away from the office.
  • Effectively manage multiple on-going projects, coordinate processes and successfully prioritize multiple tasks with good judgment.
  • Develop and maintain a high level of proficiency using a variety of technological resources and database applications.
  • Work effectively with multiple office departments following established procedures, ensuring high quality completion of client and trustee requests.

Qualifications

  • 7 + years of previous trust administration experience
  • J.D. and/or LL.M preferred
  • High level or in-depth computer competencies: MS Excel and Word, Accounting/Portfolio Management Systems (Sungard’s AddVantage, CRD, Thompson One, Baseline, Bloomberg, etc.)

Skills

  • Demonstrated success in a personal client service environment
  • Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations
  • Can take initiative, work with limited direction, complete loosely-defined tasks, and find ways to leverage time of Trustees and Senior Management and add value to the company
  • Willingness to learn new areas of job responsibilities
  • Consistent and strong follow-up skills with a strong attention to detail
  • Excellent verbal, written, analytical and editing skills
  • Must be able to learn new concepts and computer applications within a complex and demanding environment
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines
  • Have both a strong work ethic and a sense of “getting it right”
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office

Reporting

The Trust Advisor reports to the Head of Fiduciary Services. The Trust Advisor position is exempt; it may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Trust Advisor position is eligible to participate in the Remote Workplace Program. Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Trust Counsel

As a member of the Client Services Department, this position provides support to the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC.  It involves the handling of multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles.  The Trust Counsel performs a wide range of complex trust administration functions requiring extensive knowledge of trusts, estate planning, investments and tax laws while maintaining a high level of client contact.  Inherent in this role is the need to regularly meet new challenges with an open mind, be solutions-oriented, and provide optimistic responses.  The Trust Counsel is focused on providing fiduciary guidance and services to a client base consisting of complex trusts and affluent individual clients. The nature of this position results in significant exposure to trusts, estate planning and investment portfolio management activity.  Integrity, discretion, and respect for confidential information are absolutely essential.

Responsibilities:

  • Research and review probate, fiduciary, income, retirement plan and estate planning issues and law and apply them effectively to individual client circumstances.
  • Review and interpret draft and existing trust instruments on a regular basis.
  • Review existing and draft estate plans to identify issues requiring revisions and updates and provide a summary to Trustees and clients.
  • Communicate directly with clients, outside attorneys, tax preparers, and other advisors on a regular basis.
  • Provide knowledge and guidance over administering new and existing accounts, including all aspects of the account opening process, account distributions, terminations, death, gift and GST administration and gift tax return preparation.
  • Manage and oversee projects or tasks as identified by the Manager of Trust & Estate Administration in conjunction with Trustees, and other team members.
  • Work with Client Services to ensure a consistent and comprehensive approach, following standard office policies and procedures. Work with team on resolving procedural and administrative issues as they pertain to accounts.
  • Participate in the Fiduciary Services Committee, when assigned.
  • Review current office policies for the purpose of improving processes and efficiencies.
  • Support, work closely with, and provide backup during periods when other team members are away from the office.
  • Effectively manage multiple on-going projects, coordinate processes and successfully prioritize multiple tasks with good judgment.
  • Develop and maintain a high level of proficiency using a variety of technological resources and database applications.
  • Work effectively with multiple office departments following established procedures, ensuring high quality completion of client and trustee requests.
  • Attend and speak at Executive Committee and Trustee meetings regarding Trust Administration and Fiduciary Risk issues as needed.
  • Provide a high level of fiduciary legal knowledge to Trustees, clients, and other team members.

Qualifications:

  • J.D. with demonstrated experience in Trusts, Estate or financial planning in either a law firm or small investment office. LL.M desirable.
  • Member of the Massachusetts Bar Association.
  • 10+ years of previous trust administration experience.
  • Certified Trust and Fiduciary Advisor or commitment to obtain the designation required.
  • High level or in-depth computer competencies: MS Excel and Word, Accounting/Portfolio Management Systems (Sungard’s AddVantage, ProFx, Estate Planning Tools, Charitable Financial Planner, etc.).

Skills:

  • Demonstrated success in a personal client service environment.
  • Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook, even in high stress situations.
  • Can take initiative, work with limited direction, complete loosely-defined tasks, and find ways to leverage time of Trustees and Senior Management and add value to the company.
  • Willingness to learn new areas of job responsibilities.
  • Consistent and strong follow-up skills with a strong attention to detail.
  • Excellent verbal, written, analytical and editing skills.
  • Must be able to learn new concepts and computer applications within a complex and demanding environment.
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines.
  • Have both a strong work ethic and a sense of “getting it right”.
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office.

Reporting:

The Trust Counsel will report to the Head of Fiduciary Services.

This position is exempt and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Trust Counsel is eligible to participate in the Remote Workplace Program with manager approval.  Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Senior Business Systems Analyst

The Senior Business Systems Analyst will actively support the firm providing both business and systems analysis.  This position is an analyst role requiring process and project management capabilities.  The Senior Business Systems Analyst will serve as liaison between IT and business end-users for the development of strategic technology projects.

This position routinely handles confidential information, while maintaining a high level of customer service.  Integrity, discretion, and respect for confidential information are absolutely essential.

Responsibilities

  • Demonstrate the ability in partnering with business units, systems infrastructure team, and application developers in the communication of required functionality of a new system or enhanced functionality in an existing application.
  • Review/analyze a business environment and identify productivity initiatives that bring value to the business or provide cost savings.
  • Elicit, document and manage business requirements.
  • Set meeting agendas, document meeting minutes, and track/resolve action items including providing status to teams and project managers.
  • Work closely with the technical team and business to ensure that developed functionality meets requirements.
  • Work with the business teams on all areas of implementation, including process and procedure description, test case development, process testing, training, measurement and reporting.

Requirements

  • 8+ years of experience working in a professional services environment.
  • BS/BA degree or equivalent required. Certification demonstrating industry expertise in is desired.
  • Detailed knowledge of Microsoft Systems including Windows 2008/2012/2016/2019 server, Windows 10, Exchange 2019, SQL 2019, SharePoint 2013, Active Directory and Office 2019.
  • Strong understanding of Internet routing, firewalls, and security principles.
  • Accommodate flexible work schedule to fulfill occasional, off-hours tasks supporting nightly processes and remote users
  • Must be able to lift and move equipment on a regular or as needed basis.
  • Willingness to work on everything from user-facing helpdesk tasks to senior level server administration.

Education and Experience

  • Bachelor’s degree in Business, Math, Computer Science, or a related discipline.
  • 5-7 years Business Systems Analyst experience in a Financial Services firm strongly preferred.
  • Knowledge of financial software development and use of databases, especially knowledgeable with database structures and experience in creating queries and reports using SQL compatible reporting tools.
  • Excellent verbal, listening and written communication skills with the ability to convey information to internal and external clients in a clear, focused and concise manner.
  • Experience/understanding of business process reengineering, business systems development and analysis, and workflow analysis.
  • Experience with AddVantage (Sungard System), GreenHill, Profx, OneSource, FactSet, Hummingbird DM & Charles River is a plus.
  • Strong aptitude to self-start projects and to take ownership of every facet of projects through completion while multi-tasking on other initiatives.

Skills

  • Must be able to learn new concepts within a complex and demanding environment
  • Must be willing and able to “own” the process and take responsibility for meeting challenging deadlines. This will require flexibility in hours from time to time
  • Have both a strong work ethic and a sense of “getting it right”
  • Solid customer service skills
  • Be a self-starter who is able to organize and manage own workload in a fast-paced environment
  • Have a “can do” attitude and be willing to do whatever it takes, consistent with the expectations for everyone else in the office

Reporting

The Senior Business Systems Analyst reports to the Head of Technology. The Senior Business Systems Analyst position is exempt; it may necessitate flexibility in hours from time to time with little or no advance notice.

The Senior Business Systems Analyst position is eligible to participate in the Remote Workplace Program. Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

Sustainability Associate

The Sustainability Group was founded by industry pioneer Amy Domini in 1987 as the socially responsible investing arm of Loring, Wolcott & Coolidge, a 200-year-old asset management firm. Guided by our deep commitment to creating a more just and sustainable world, we offer clients the opportunity to profitably invest their assets in a manner that can make a positive difference in the lives of people and our planet. In addition to managing customized portfolios of public equity holdings with Environmental, Social and Governance (ESG) research integration, we offer an active shareholder advocacy program that includes thoughtful proxy voting and direct corporate engagement, as well as robust impact investments directly in community development financial institutions (CDFIs). For more information on the firm, please visit www.lwcotrust.com and www.sustainabilitygroup.com.

Reporting to the Head of the Sustainability Group, the Sustainability Associate will be responsible for assisting the team with a variety of workflows and projects across Impact Investing, ESG (Environmental, Social, and Governance), and Shareholder Advocacy. This is a unique opportunity within the sustainable investing industry to learn from practitioners across the “three legs of the stool”. The role requires an individual that has a passion for sustainability, thrives collaborating with a multi-disciplinary team, has strong attention to detail, exhibits excellent analytical and communication skills, and is nimble, self-directed, and able to meet tight deadlines. Integrity, discretion and respect for confidential information are absolutely essential.

Key Responsibilities

  • Assist in managing the impact investment process, performing tasks including but not limited to: managing impact investing transaction proposals, reconciling positions and income, and facilitating monthly status meetings between the Sustainability Group and Investment Operations teams.
  • Partner with the Impact Investing & Governance Specialist as liaison for the office and the community development financial institutions (CDFIs) with whom we interact.
  • Support ESG data and analysis to inform ongoing research and direct corporate engagements.
  • Identify and create clear, compelling, and engaging materials summarizing ESG attributes, risks, and performance, to be used with clients and prospective clients.
  • Track relevant news, regulatory developments, policies, and corporate practices relating to community development and sustainability.
  • Maintain research directories and document databases.
  • Support quarterly portfolio and performance reporting.

Requirements and Qualifications

  • Up to 3 years’ relevant work experience in a professional services environment. Recent graduates will be considered with relevant internship experience and/or coursework.
  • Desirable academic backgrounds include (but are not limited to) sustainability, finance, economics, environmental science, or social sciences.
  • Experience working at or with credit unions, banks, cooperatives, or similar community development entities is desirable but not required.
  • Strong passion for sustainability, Socially Responsible Investing, and/or ESG issues.
  • Familiarity with ESG data and related frameworks.
  • Comfort with quantitative and qualitative research and analysis.
  • Proficiency in MS Excel, Word and PowerPoint required; experience with Bloomberg, FactSet, or other data platforms desirable.
  • Effective communication skills, particularly writing.
  • Deep curiosity and willingness to learn and take on new areas of job responsibilities.
  • Consistent and strong follow-up skills with high attention to detail

Reporting & Work Requirements

The Sustainability Associate will report to the Head of the Sustainability Group and will work closely with other members of the Sustainability team in supporting the office in its entirety.

This position is non-exempt and is required to work Monday through Friday. It may necessitate flexibility in hours, from time to time, with little or no advance notice. The Sustainability Associate position is based in Boston, MA.

The Sustainability Associate position is eligible to participate in the Remote Workplace Program, allowing for in-office and remote working ability. Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Trustee Assistant

The Trustee Assistant provides administrative support to several of the firm’s Trustees.  This role is responsible for a wide range of both routine and complex administrative and secretarial duties.  It involves handling specific Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles.  The nature of this position results in exposure to trusts, estate planning and investment portfolio management activity.  This role requires a strong attention to detail, the ability to think ahead and be comfortable with handling client-specific needs and styles.  Inherent in this role is the need to regularly meet new challenges with an open mind and provide optimistic responses.  The Trustee Assistant must be resourceful, have the ability to multi-task, interact with others, and possess strong written and verbal communication skills. Integrity, discretion, and respect for confidential information are absolutely essential.

Responsibilities

  • Serve as a liaison between Trustees, Clients, Trust Company personnel, and various external resources.
  • Exercise poise and tact for extensive Client interaction.
  • Support and back-up Trustee Assistants with all aspects of Client and Trustee requests as needed.
  • Support, work closely with, and provide back up for other Trustee team.
  • Effectively manage and coordinate processes and successfully prioritize multiple tasks using sound judgment.
  • Develop and maintain a high level of proficiency using a variety of technological resources and database applications, particularly excel and word.
  • Work effectively with multiple departments following established procedures, ensuring high quality completion of Client and Trustee requests.
  • Gather, compile and report relevant information to the Trustee, Trust Company personnel and Clients.
  • Assist in composing and packaging correspondence, memoranda and reports, from draft form to completion, based on dictated data and other sources.
  • Organize, schedule and set up internal meetings.
  • Photocopy, file paper and electronic documents, and perform data entry on various systems.
  • Additional responsibilities as deemed necessary

Qualifications

  • Bachelors’ degree or equivalent work experience required.
  • Participation in trust school preferred.
  • Five years minimum previous working experience as an executive/administrative assistant in an investment, finance, banking, or professional services environment.
  • Familiarity with primary asset classes, investment strategies and trust business.
  • High level of computer competencies: MS Excel, Word, Outlook and PowerPoint; calendar management, Sungard’s AddVantage, and Hummingbird.

Skills

  • Demonstrated success in a personal client service environment.
  • Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook.
  • High energy level and genuine willingness to learn new areas of job responsibilities.
  • Consistent and strong follow-up skills with attention to detail.
  • Ability to self-direct and set priorities as well as work in a team setting.
  • Excellent communication, written, analytical and editing skills.
  • Must be able to learn new concepts and computer applications within a complex and demanding environment.
  • Have both a strong work ethic and a sense of “getting it right.”
  • Be a dynamic Team Player who is confident and enthusiastic.

Reporting

The Trustee Assistant reports to the Chief Operating Officer. This position is exempt and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

The Trustee Assistant position is eligible to participate in the Remote Workplace Program.  Remote work and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

This job description does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.

Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

To apply, use the form below.

Please feel free to submit your resume for a current or future opportunity.

"*" indicates required fields

Drop files here or
Max. file size: 50 MB, Max. files: 1.
    This field is for validation purposes and should be left unchanged.