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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileWealth 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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