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Associate Trust and Estate Advisor

Wilmington, DE 19807

Posted: 09/08/2023 Employment Type: Direct Hire Industry: Financial Services Job Number: 16504 Field of Expertise: Accounting & Finance

Job Description

Our client, a leading independent financial services firm, is seeking an experienced Associate Trust and Estate Advisor for a direct hire opportunity in Wilmington, DE. 

The Associate Trust & Estate Advisor is responsible for working with team members in reviewing trusts, wills and drafting other contractual documents that optimize the inter-generational transfer of wealth. This role is a key member of the collaborative, team-centric approach to client servicing across the Wealth Management division and participating in business development efforts.

  • Manage fiduciary relationships and apply knowledge of fiduciary and estate planning strategies to benefit current and prospective clients.
  • Support Senior Trust and Estate Advisor in managing day-to-day legal questions in connection with fiduciary accounts, particularly as it relates to Delaware trust law.
  • Apply knowledge of fiduciary account management, taxations, securities transfer, and state and federal laws governing trusts and estates to balance the interests of the client, protect account assets, and minimize risk.
  • Identify additional areas of service to offer current clients and convert opportunities for additional service and new business into engagements for the firm.
  • Serve as a thought leader on trust advisory services by educating internal staff, speaking publicly within the specialty area, and writing articles for publication.
  • Responsible for building a network of centers of influence with clients’ other advisors such as attorneys, other tax preparers and asset managers.
  • Bachelor's degree
  • JD required/LLM preferred.
  • Admitted to the Delaware State Bar
  • 2-5 years of experience in trust servicing and administration
  • Strong organizational skills and the ability to multitask and reprioritize within tight deadlines.
  • Pragmatic problem-solver who enjoys educating advisors.
  • Excellent communication skills on complex matters, both written and oral
  • Extensive knowledge of the trust and estate business
Base Salary $150,000-$170,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.

Meet Your Recruiter

Caren Cohen
Recruiting Consultant

Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.

A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children, Jackson 20 and Dylan 17. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.

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