Trust Associate

One of our top ranked clients is seeking an associate with a minimum of 4

years of trusts and estates experience to join their nationally recognized

practice.

Ideal candidates will have demonstrated experience in

high-net-worth trust and estate planning and administration, including

knowledge of relevant state and federal tax laws. Experience with domestic

estate planning, including succession planning, lifetime giving, estate and

income taxation issues, charitable giving; estate planning for retirement

assets; and tax-efficient family wealth transfer strategies is preferred.

Hybrid work schedule

Market compensation

Requirements:

• Minimum of 4 years of demonstrated experience in sophisticated private client

matters involving trusts and estates, including tax and succession planning

• Excellent technical, professional, and client service skills
• Strong written and verbal communication and advocacy skills
• Team-oriented with an emphasis on collaboration
• Effective and efficient problem-solving capabilities with the ability to work

independently and proactively, and to develop creative solutions to meet

client and team needs

Please contact Kelli Jamison at 773-572-2993 or email resume at kelli@theagencyrecruiting.com