Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (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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