Job Details

Wealth Management Associate (counsel-track)

Company name

Organization Type

Law Firm

Job Type

Attorney

Years of Experience

Min 3 yrs required

Location

Indianapolis, IN

Date Last Verified

Oct 02,2017

Posted on

Aug 02,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Wealth Management Associate (Counsel-Track) The candidate should have 3+ years of experience in estate planning and administration functions, such as preparing trust agreements and wills, handling probate proceedings, administering revocable and irrevocable trusts, preparation of estate and gift tax returns, and some experience handling more complex planning and administration matters for high net worth individuals and owners of privately held businesses. Must be collaborative and motivated to succeed in a client-focused, team-oriented environment. Must also have excellent academic credentials and have strong written and oral communications skills.

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