What are the responsibilities and job description for the Trust and Estate Strategist position at Hire Integrated?
Wealth Management Strategy
We are seeking a highly skilled Attorney with expertise in high-net-worth estate planning, trust and estate law, or a closely related field.
The ideal candidate will possess strong analytical and problem-solving skills, excellent written and verbal communication, and the ability to build and maintain strong client relationships.
Key Responsibilities
- Develop and implement comprehensive estate plans tailored to individual client needs.
- Analyze complex legal and financial situations, identifying potential risks and opportunities, and developing strategies to minimize tax liabilities and maximize wealth transfer.
- Collaborate with clients, financial advisors, and other professionals to provide seamless and integrated service delivery.
