To Apply for this Job Click Here
Title: Fiduciary Support Specialist
New Hampshire (Hybrid)
Responsibilities:
Reviewing trusts and related documents for new trust business
Communicating with clients, internal and external advisors, counsel, and others as needed to support new and existing trust business
Drafting settlement agreements and other documentation
Collaborating with other groups to solve trust-related issues
Need:
10 + years of professional experience
6 + years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry
CTFA, CFP or LLM designations a plus
Experience with complex trust and estate planning documents, income and principal accounting, personal and trust taxation, investments, trust and estate law, estate planning, retirement, and the laws and regulations that govern each
Strong legal research and drafting background
Intellectually curious with an ability to think analytically, strategically, and tactically
Able to develop and explain innovative solutions to complex situations clearly and effectively
Excellent written and verbal communication skills
Ability to take initiative and work independently, balance multiple tasks, and prioritize work while maintaining accuracy and efficiency
Strong team orientation and ability to function as a standout colleague
Strong communication, interpersonal, organizational, attention to detail, follow-through, and analytical abilities
Experience guiding, advising, and training different audiences on fiduciary principles, procedures, trust administration, estate planning concepts, and risk mitigation
1456297_1777560645