Job Description

This Jobot Job is hosted by: Karyn Spies
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $125,000 - $175,000 per year

A bit about us:

Global investment firm which actively invests across public equities, credit, real assets, private equity, and venture capital.

Why join us?

• Medical, dental, vision
• 401(k)
• Child care support
• Paid maternity and paternity leave
• Tuition assistance

Job Details

Responsibilities:

• Work with internal team, outside counsel, family and clients to create estate plans, including drafting wills, trusts, durable power of attorney, and other estate planning documents.
• Review and summarize trust and key estate planning documents.
• Advise on and implement estate tax minimization strategies for high-net-worth individuals and families.
• Manage the administration of estates and trusts, ensuring compliance with all relevant laws and client wishes.
• Negotiate, prepare and finalize business transactions, including the formation of LLCs, corporations, and partnerships, and preparation of associated documentation.
• Manage estate admin process including working with counsel on probate matters, prep of 706, etc.
• Advise clients on gifting strategies and rules.
• Stay updated on changes in estate planning laws and regulations.
• Implement and manage estate planning software to assist in estate planning.

Qualifications:

• 7-10 years of experience in estate planning, trust administration, and/or estate administration
• Strong knowledge of estate tax laws and strategies for tax minimization.
• Ability to provide excellent client service and manage client relationships with professionalism.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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