Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Description
We are seeking an Associate Attorney for our growing Trusts and Estates practice group. The successful candidate must have a minimum of 3 years of experience with estate and trust planning, administration, estate, gift and income tax issues and filings. The ideal candidate would have excellent drafting skills of estate planning documents; be experienced in succession planning for business owners with knowledge of shareholder, partnership and operating agreements. Must be admitted to practice in both PA and NJ. An LLM in Taxation is a plus.
Requirements
3 years of experience with estate and trust planning, administration, estate, gift and income tax issues and filings.
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0 Trust Administration Assistant jobs found in Trenton, NJ area