Senior Trust & Estate Manager - Family Office

About the role

The Senior Trust & Estate Manager will oversee the administration of trust and estate accounts, providing comprehensive financial management and legal compliance services. This role requires strong leadership skills, excellent communication abilities, and a deep understanding of trust and estate laws.

Responsibilities

• Oversee the administration of trust and estate accounts, ensuring compliance with all relevant laws and regulations.
• Manage the day-to-day operations of trust and estate accounts, including investment management, tax planning, and legal compliance.
• Collaborate with attorneys, accountants, and other professionals to ensure seamless service delivery to clients.
• Develop and maintain strong relationships with high-net-worth individuals and families to build long-term client loyalty.
• Provide guidance and support to junior staff members, fostering a collaborative and supportive work environment.

Requirements

• Bachelor's degree in Finance, Accounting, Law, or a related field.
• Minimum 5 years of experience in trust and estate administration or a similar field.
• Proven ability to manage complex financial and legal matters.
• Excellent interpersonal and communication skills, with the ability to work effectively with diverse stakeholders.
• Strong analytical and problem-solving skills.
• Experience with trust and estate laws and regulations.
• Proficiency in Microsoft Office Suite.

Qualifications

• Knowledge of fiduciary responsibilities and legal obligations.
• Ability to handle sensitive and confidential information with discretion.
• Experience working in a fast-paced, dynamic environment.
• Passion for providing exceptional client service.

Skills

• Strong leadership and organizational skills.
• Excellent written and verbal communication skills.
• Proficiency in financial modeling and analysis.
• Experience with trust and estate software.
• Ability to manage multiple tasks and priorities simultaneously.

Benefits

• Competitive salary commensurate with experience.
• Health insurance coverage.
• Retirement plan contributions.
• Flexible work schedule.
• Professional development opportunities.

Pay

Salary range: $120,000 - $150,000 annually.

Schedule

Full-time position, Monday through Friday, with occasional evening and weekend work as needed.