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

Tax Advisor

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 Head of Tax.

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 Tax Advisor position is based in Boston, MA.

The Tax Advisor 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.

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

Position Summary:

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 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.

Primary Responsibilities Include:

  • 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.
  • Manage a variety of small, medium and large scale technology projects with time-line up to approximately 12 months with minimal guidance.

Education, Experience & Qualifications:

  • 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.

Additional 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 & Classification:

The Senior Business Systems Analyst reports to the Head of Business Analysis & Development. This is an exempt position and is required to work Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

Work Location:

This role is required to work from our Boston office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility 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

Position Summary:

As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC.  It involves handling 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 an 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 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 essential.

Primary Responsibilities Include:

  • Researching and reviewing probate, fiduciary, income, retirement plan, estate planning issues apply effective solutions to individual client circumstances.
  • Regularly review and interpret draft and existing trust instruments.
  • Regularly communicate with clients, outside attorneys, tax preparers, and other advisors.
  • Providing thought leadership to other team members to improve processes and training.
  • Providing 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.
  • Managing and overseeing projects or tasks identified by the Head of Fiduciary Services in conjunction with Trustees, and other team members.
  • Working with Client Services to ensure a consistent and comprehensive approach, following standard office policies and procedures. Working with the team to resolve procedural and administrative issues about accounts.
  • Participating in the Fiduciary Risk Management Committee when assigned.
  • Reviewing current office policies to improve processes and efficiencies.
  • Supporting, working closely with, and providing backup when other team members are away from the office.
  • Effectively managing multiple ongoing projects, coordinating processes and successfully prioritizing multiple tasks with sound judgment.
  • Developing and maintaining a high level of proficiency using various technological resources and database applications.
  • Working effectively with multiple office departments following established procedures, ensuring client and trustee requests are completed.
  • Other duties as assigned by the Head of Fiduciary Services.

Education, Experience & Qualifications:

  • 7 + 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.).
  • 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 the initiative, work with limited direction, complete loosely defined tasks, and find ways to leverage the time of Trustees and Senior Management to add value to the company.
  • Willingness to learn new areas of job responsibilities.
  • Consistent and robust 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 & Classification:

The Trust Advisor will report to the Head of Fiduciary Services. This position is exempt and is required to work in the Boston office Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

Work Location:

The Trust Advisor will be required to work from our Boston, MA office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

 

This job description is not intended to include all job responsibilities, 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.

Primary Responsibilities Include:

  • Initiating and monitoring the onboarding process for both new and existing clients, including reviewing and pre-filling new account paperwork, ensuring compliance with our regulatory requirements, and liaising with our compliance teams to ensure all internal checklists and documents are approved.
  • Following established procedures for account opening, funding processing, paperwork generation, statement setup, KYC protocols, and IRS compliance.
  • Facilitating incoming and outgoing security transfers, including DTC-eligible securities, mutual funds, security certificates, and other complex assets.
  • Working closely with our Investment Operations team to ensure incoming asset transfers are accurately reflected in our accounting system.
  • Being involved in the account termination process for all types of accounts, including irrevocable trusts requiring you to work with clients and outside advisors to obtain outside delivery instructions, transfer assets, and complete post-account termination requirements as guided by our procedures.
  • Reviewing and processing change of trustee paperwork, performing system maintenance, and drafting UTC notices for internal review and signature.
  • Processing withdrawal notices for Crummey trusts.
  • Periodically review policies and procedures for assigned tasks to identify areas where improvements can be made to enhance the efficiency of the processes.
  • Managing multiple ongoing projects, coordinating processes, and prioritizing tasks with good judgment.
  • Ensuring that all documentation is correctly saved into our document management system.
  • Managing and overseeing projects and other tasks identified by the Fiduciary Services Management Team in conjunction with LWC Trustees and other team members as needed.
  • Other duties as assigned by the Administrative Services Team Leader.

Education, Experience & 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.
  • 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 & Classification:

The Fiduciary Administrator will report to the Administrative Services Team Leader. This position is exempt and is required to work in the Boston office Monday through Friday.  It may necessitate flexibility in hours, from time to time, with little or no advance notice.

Work Location:

The Fiduciary Administrator will be required to work from our Boston, MA office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.

 

This job description is not intended to include all job responsibilities, 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.

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