Career Center

The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit.

Click for more information and to apply.

You are an experienced and prudent wealth planner with tremendous empathy. You can have conversations with clients about what truly matters in their lives, and you know how to line up, protect, and grow their assets to provide for rainy days and bright futures. Data-based and tech savvy, you have the know-how to make wealth planning crystal clear for clients on paper, plus you have skills to connect with clients in person and help them deeply understand how to add value to their financial lives. Furthermore, your knowledge base and wealth planning acumen are so sharp . . . that you are in high demand; all of your colleagues want you to work with their clients!

POSITION DESCRIPTION

The Wealth Planning Team at The Haverford Trust Company is responsible for tailoring customized financial and estate plans to a client’s unique financial situation and goals. The Wealth Planner reports to and partners closely with the VP, Director of Wealth Planning. The primary responsibilities of the Wealth Planner are to manage and serve our existing clients’ wealth planning needs and to nurture new relationships. This position requires frequent client interaction as well as close collaboration with internal contacts at all levels of the organization.

ABOUT HAVERFORD TRUST

The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing® philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of December 31, 2025, we had $16.4B in assets under management or consultation.

While Haverford has experienced significant growth in recent years, our commitment to strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, monthly happy hours and events, informal breakfasts with the President and CEO, Haverford has a powerful and unique culture. Meet our team, and you will quickly see that every person is aligned with Haverford’s core values of quality, integrity, respect, discipline, community, and optimism!

CLICK HERE FOR MORE INFORMATION AND TO APPLY

Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Associate Attorney with substantial estate administration experience - including preparation and oversight of Pennsylvania inheritance tax returns (PA-1500) and Federal Estate Tax Returns (Form 706) - to manage sophisticated estate and trust matters from inception through closing.

This position offers significant responsibility, professional autonomy, direct client engagement, and the opportunity to serve in a leadership role within a highly collaborative and respected firm.

Position Overview

The Associate Attorney will play a central role in the firm's estate and trust administration practice. The successful candidate will independently manage complex taxable and non-taxable estate matters, serve as a primary advisor to fiduciaries and beneficiaries, and provide technical guidance on estate and inheritance tax compliance.

This role also includes mentoring and supervising junior paralegals within the estate administration team, helping to develop internal processes and maintain the firm's high standards of accuracy and service.

Primary Responsibilities

• Independently manage the administration of estates and trusts from opening through closing.
• Prepare and/or supervise the preparation of Pennsylvania inheritance tax returns (PA-1500) and Federal Estate Tax Returns (Form 706).
• Provide substantive legal analysis regarding estate tax elections, valuation issues, and post-mortem planning opportunities.
• Draft probate petitions, court filings, accountings, and closing documents.
• Serve as a primary point of contact for fiduciaries, beneficiaries, financial institutions, and advisors.
• Coordinate with accountants, financial advisors, appraisers, and court personnel to ensure timely and accurate filings.
• Identify and resolve complex administrative or tax issues proactively.
• Mentor and supervise junior paralegals, providing training and oversight to ensure high-quality work product.
• Track deadlines, manage workflow, and maintain efficient administration systems.

Qualifications

• J.D. from an accredited law school and admission to practice in Pennsylvania (or eligibility for prompt admission).
• Minimum of 3–6+ years of law firm experience in estate and trust administration, including significant experience with PA-1500 and Form 706 preparation.
• Demonstrated ability to manage estate matters independently from beginning to end.
• Strong understanding of federal and Pennsylvania estate and fiduciary income tax principles.
• Exceptional organizational skills and attention to detail.
• Professional judgment, client-facing confidence, and strong written and verbal communication skills.
• Interest in long-term growth within a boutique trust and estate practice.

Why Join Gadsden Schneider & Woodward

• Highly respected boutique firm focused exclusively on estate planning, trust administration, and wealth preservation.
• Collegial, professional, and supportive firm culture.
• Meaningful client work with high-level responsibility.
• Opportunity to build technical depth in sophisticated estate tax matters.
• Competitive compensation and benefits, commensurate with experience.
• Long-term growth opportunity for a committed professional.

Interested? Please submit your resume, cover letter, and desired salary to klaughman@gsw-llp.com for consideration.

Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Estate Administration Paralegal to manage sophisticated estate and trust matters from inception through closing.

This position offers meaningful responsibility, professional autonomy, direct client engagement, and the opportunity to become a valued long-term member of a highly collaborative and respected firm.

Position Overview

The Estate Administration Paralegal plays a central role in the firm's estate and trust administration practice. The successful candidate will independently manage complex matters, serve as a primary point of contact for clients and fiduciaries, and ensure all aspects of administration are handled efficiently, accurately, and with exceptional service.

Primary Responsibilities

• Serve as the primary point of contact for clients, beneficiaries, fiduciaries and financial institutions, providing clear communication and exceptional service throughout the administration process.
• Independently manage the administration of estates and trusts.
• Draft probate petitions, notices, correspondence, and closing documents.
• Identify and gather estate assets; prepare and maintain detailed inventories.
• Prepare Pennsylvania inheritance tax returns, federal estate tax returns, and fiduciary accountings.
• Maintain financial records used in the preparation of tax returns and accountings.
• Coordinate with attorneys, accountants, financial advisors, and court personnel to ensure timely and accurate filings.
• Track deadlines, manage workflows, and proactively identify issues before they arise.

Qualifications

• Minimum of 5 years of direct experience in estate and trust administration, including managing matters independently from beginning to end.
• Bachelor's degree, paralegal certificate, or equivalent professional experience.
• Strong proficiency with Microsoft Word, Excel, and Outlook.
• Experience with fiduciary accounting software (Lackner preferred).
• Exceptional organizational skills, attention to detail, and ability to manage multiple matters simultaneously.
• Professional communication skills and a high level of client service orientation.
• Ability to work independently while contributing as part of a collaborative team.

Why Join Gadsden Schneider & Woodward

• Highly respected boutique firm focused exclusively on estate planning, trust administration, and wealth preservation.
• Collegial, professional, and supportive firm culture.
• Meaningful client work with high-level responsibility.
• Competitive compensation and benefits, commensurate with experience.
• Long-term growth opportunity for a committed professional.

Interested? Please send your resume with a cover letter and your desired salary to klaughman@gsw-llp.com.