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WM Senior Trust Administrator 3
Duties: Create post-mortem plans for estates settled that are detailed in analysis, but understandable and meaningful to the reader. Serve as the subject matter expert in estate, gift, and GST matters during all phases of the estate and trust post-death settlement process. Some preparation of Federal and State Estate and Inheritance Tax Returns may be required. Excellent written and oral communication skills required. Effectively partner w...
Estate Planning Attorney
Duties: Perform at the highest level of client satisfaction by advising Firm clients regarding their estate planning wishes and drafting legal documents to accomplish those wishes. Provide high-level client advice and service to Firm clients regarding estate-planning needs. Accurately draft and prepare various estate plan documents and client communications. Build strong relationships with Firm clients and coworkers.
The candidate should have graduated in the upper 25% of class at an accredited law school, or possess a Master of Laws degree from such a school. Must be qualified candidate with 5+ years of experience in estate and income tax law or business law.
Institutional Trust Administrator – Affiliate Services
Duties: Report to the Director of Investment Management & Fiduciary Services and will be responsible for the administration and retention of our Affiliate Relationship business. Ensure that these relationships are administered in accordance with the terms of governing instruments, organizational policies and procedures, and State and Federal laws. Interact with our internal clients and our business partners across th...