Drive outcomes as an Estate and Trust Consultant. Utilize your legal expertise to enhance client satisfaction in estate settlements and trust account management within a collaborative team.
As an advisor in this team-centric role, your three-plus years of estate and trust experience will enable you to analyze and recommend effective strategies. You will be responsible for addressing account issues, fostering relationships, and staying current on jurisdictional laws affecting wealth management operations.
Key Responsibilities:
• Analyze estate-related documentation for clarity and compliance
• Make recommendations on trust and estate disbursements
• Escalate urgent account matters efficiently
• Cultivate client relationships to ensure service excellence
• Maintain knowledge of evolving estate and trust laws
Requirements:
• University degree or equivalent education necessary
• 3+ years in the estate and trust field required
• Strong judgment and problem-s...