buchanan

Buchanan, in Boston, seeks an experienced Operations Specialist to support a sophisticated Wealth Management operation. You will administer and reconcile client billing across Addepar and custodial platforms, ensuring fees are correctly configured and processed per client agreements. You will also maintain client and account data, support custodial and...

Buchanan seeks an experienced Trust Advisor to work with multigenerational families whose financial, investment, and estate-planning needs are complex and varied. The Trust Advisor administers trusts, IRAs, investment management accounts, foundations, and partnerships that function as family investment vehicles, with support from Trust Coordinators.The role...

About the job Our client seeking an experienced Operations Specialist to support a sophisticated Wealth Management operation for their office in Boston, MA. This role is responsible for the administration, maintenance, and reconciliation of client billing and fee schedules across Addepar and multiple custodial platforms, ensuring advisory fees are accurately...

About the Job Our Client is seeking an experienced Trust Advisor to work closely with multigenerational families whose financial, investment, and estate-planning needs are complex and varied. The Trust Advisor administers a range of accounts, including trusts, IRAs, investment management accounts, foundations, and partnerships that function as family...