Trust Associate

Position Overview

We're looking for an analytical and detail-oriented Trust Associate to join our growing Estate Planning and Legacy Services Division. This position is ideal for someone who enjoys research, solving complex problems, learning new concepts, and helping clients protect their families, businesses, and long-term financial goals.

What You'll Do

• Research trust administration, estate planning, tax planning, and business succession strategies.
• Prepare research summaries and internal memorandums.
• Aid in drafting client documents, agreements, checklists, and planning materials.
• Cook with attorneys, accountants, financial advisors, trustees, and other professionals.
• Track planning milestones, annual reviews, deadlines, and client follow-up activities.
• Monitor legislative and tax developments affecting estate planning and summarize important updates.
• Collaborate with the Accounting Division to support integrated tax and financial planning for clients.

What We Offer

• Competitive weekly pay (paid every Friday)
• Long-term career growth opportunities
• Direct mentorship from experienced Legacy Planning professionals
• Exposure to trusts, estate planning, tax strategies, Family Office services, and wealth preservation
• A collaborative team committed to continuous learning and operational excellence
• A unique opportunity to help build and shape an expanding Legacy Services Division from the ground up