Career Center

POSITION SUMMARY: We believe solid planning requires special expertise and a team approach. Our team includes individuals with financial planning, investment management, tax and legal expertise, dedicated to working with our clients to plan, grow and protect legacies across generations. This position is responsible for providing estate planning guidance and professionally administering accounts to ensure client retention and regulatory compliance. ACCOUNTABILITIES:  Account Administration:                                   60% Administers various accounts including Estates, Estate Agencies, Personal Trusts, Conservatorships, Insurance Trusts, Charitable Trusts and Foundations, Bill Pay