trust and estate planning administrator in lancaster

posted
contact
adam fisher, tatum executive services
job type
permanent
salary
US$ 65,000 - US$ 85,000 per year
apply now

job details

posted
location
lancaster, pennsylvania
job category
Financial Services
job type
permanent
working hours
8 to 5
salary
US$ 65,000 - US$ 85,000 per year
experience
2 Years
reference number
501837
contact
adam fisher, tatum executive services
phone
717-945-6950

job description

job summary:

Trust and Estate Planning Administrator - $65,000 to $85,000 plus bonus

Unique opportunity to join a growing privately held financial services company in Lancaster as a Trust and Estate Planning Administrator. This position is open based on the recent retirement of the incumbent - who worked almost 20 years in this role.

Great opportunity for a Paralegal working in the legal industry to transition to an outstanding organization that is committed to providing a career track for this hire.

Our Lancaster-based client is working a *permanent* hybrid schedule.

Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.

E-mail-

adam.fisher@tatum-us.com

 
location: Lancaster, Pennsylvania
job type: Permanent
salary: $65,000 - 85,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
  • Administer trusts, create and maintain trust records, perform trust accounting and ensure compliance with trust administration requirements.
  • Work with the broader Investment Team to ensure a coordinated approach to client service.
  • Review estate planning documents for compliance with execution formalities.
  • Coordinate and take primary responsibility for fiduciary tax return preparation and filing.
  • Perform quarterly Trust administrative reviews to ensure compliance and respond to necessary follow ups.
 
qualifications:

Bachelor's Degree is required.

A minimum of two years of experience in the trust or estate planning field -OR- a minimum of two years as a Paralegal with trust or estate planning responsibilities.

Our client is open to candidates at all levels and will provide a detailed career plan for those seeking further advancement opportunities

 
skills: Trust & Estate Tax, Trust & Securities Accounting

For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.