Philadelphia Estate Planning Council

Career Center

  • Home
  • Career Center

Current Job Postings

<< First  < Prev   1   2   Next >  Last >> 
  • Wednesday, September 21, 2022 6:12 AM | Anonymous

    Job Title: Estate Planning Case Manager (On-site in Berwyn Office)

    About Us

    Trucendent, based in Berwyn, Pennsylvania, empowers advisors to deliver holistic, multi-generational legacy wealth planning with innovative technology and services that unite advisors and clients, regardless of locale, through our network of attorneys and corporate trustee partners. We provide a digital experience for families to express their wealth management goals and an advice model that matches family objectives with appropriate estate planning strategies. The Trucendent platform intelligently automates the creation of estate plan recommendations and provides a communication platform for trustees, advisors, and families to collaborate.

    About the Opportunity

    Trucendent is seeking an Estate Planning Case Manager to draft and create Estate Plan Assessments for Financial Advisors.  Additionally, this candidate will be responsible for working closely with 3rd Party Corporate Trustees and Financial Advisors when creating a new Trust or transitioning Trustees from one administrator to another and for coordination of corporate trustee appointments.

    This person will work collaboratively with our corporate trustees and estate planning attorneys to provide relationship management, day-to-day tracking of plans and issue resolution and status reporting.  

    Day In the Life of Case Manager

    • Preparation of summary reviews of Estate Plans for use by the Financial Advisor
    • Track and facilitate corporate trustee transitions
    • Track and facilitate the funding of new trust accounts
    • Collection of and an understanding of valuation and transfer of assets
    • Proactive and collaborative interaction with Estate planning attorneys, financial advisors, and corporate trustees
    • Organizing and maintaining documents in a paper and electronic filing system
    • Meeting with clients, attorneys, and other professionals to discuss case details
    • Analyzing statutes, decisions, and legal articles, codes, documents, and other data pertinent to the Trucendent business model
    • Identification, due diligence and on-boarding of new estate planning attorneys to join the Trucendent Estate Planning Referral Network

    Education, Skill, and Experience

    Required

    • JD
    • Experience in law firm and/or trust company reviewing and/or drafting estate plans.
    • Proficient in Microsoft Office applications such as Word, PowerPoint, and Excel.
    • Ability to stay organized and multi-task efficiently in a fast-paced environment.
    • Strong verbal and written communication skills.
    • Willing to work in the office minimum three days a week.

    Preferred

    • An understanding of financial planning.
    • Experience in trust company as trust officer or new business acceptance officer.

    Physical Effort & Travel

    • Prolonged periods sitting at a desk, working on a computer, and corresponding through phone, video calls, or email.
    • Travel as needed.

    Position Type and Expected Hours of Work

    The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required.

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

    Trucendent is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

    Click here to apply.

  • Saturday, August 13, 2022 2:49 PM | Anonymous

    Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company overseeing $43.6 billion of assets under management for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit http://www.glenmede.com.

    This position will operate in a hybrid work environment, 2-3 days per week in the office (Philadelphia, PA).

    Overview:

    This position is responsible for supporting the Estate and Trust Settlement Group with a range of tax and administrative related tasks to facilitate the settlement of estates and related trusts.

    Responsibilities:

    Prepare estate and inheritance tax. Prepare and review federal estate tax and inheritance tax returns and fiduciary income tax returns for estates and trusts where Glenmede is executor or agent for executor. Prepare and review gift tax returns for decedents and final life period income tax returns for decedents. Assist in the filing of those returns. Monitor and address tax notices. Research various estate, gift and trust related tax issues including generation-skipping tax issues.

    Team support. Centralize firm practices for record keeping and monitoring of death related tax tasks. Attend internal meetings to review Glenmede’s tax and administrative responsibilities occasioned by accounts impacted by a client’s death. Monitor and or prepare death related tax filings when a client dies. Keep minutes of meetings and keep records on Customer Relationship Management software. Support the estate settlement function with special projects as assigned including collection of assets, payment of estate expenses, statement reconciliation, assembly and analysis of information necessary for completion of estate inventory, death tax returns, audits of tax returns and court accountings. Liaise with operations, tax and administrators to ensure proper tax and statement reporting for terminating accounts or accounts impacted by a client’s death. Support the trust settlement function with projects as assigned including review of trust documents, preparing internal paperwork necessary for opening and closing of accounts, coordinating distribution of accountings and receipt and releases to beneficiaries as needed. Perform other duties in connection with the administration of estates and termination of trusts, consistent with experience and technical knowledge and skills.

    Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position.

    Required Qualifications:

    • Bachelor’s degree or equivalent experience required
    • A minimum of 3 years of experience in fiduciary duties regarding death taxes and fiduciary income taxes

    Preferred Qualifications:

    • Law degree or CPA strongly preferred
    • Strong knowledge of Microsoft Windows, Word, Excel and Power Point
    • Prior support experience with estate settlement and tax functions
    • Prior experience with Global+, CRM, tax software, or ability to learn software
    • Ability to interact with other employees
    • Excellent organizational skills and detail orientation

    Glenmede requires our employees to be vaccinated as a condition of employment, subject to reasonable accommodation as required by law. If you are hired, we will require that you either: 1) prove that you received your Covid-19 vaccine; or 2) obtain approval for a reasonable accommodation based on a sincerely held religious belief or disability.

    Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of race, color, religious creed or belief, national origin, citizenship status, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person’s actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual’s status as having a known relationship or association with a member or members of a protected category, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.

    ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.


  • Friday, May 13, 2022 3:36 PM | Anonymous

    Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken, Montgomery County (immediately adjacent to Philadelphia, Pennsylvania) seeks a full-time associate with at least three to five years’ experience.

    We are a firm of twenty-one attorneys, including nine ACTEC fellows, and seven paralegals, and our practice is among the largest in the Commonwealth of Pennsylvania.

    Our high-end practice focuses on matters pertaining to estate and tax planning, estate settlement, trust administration, gift tax planning, closely-held business planning, estate and trust litigation, charitable planning, and guardianships, special needs trusts and settlement trusts.

    Our ideal candidate will have experience in a large firm or boutique setting with a practice focused on trusts and estates, and will have strong attention to detail, ability to work independently, good organization skills and excellent communication skills.

    We offer a competitive salary and generous benefits package including health and dental insurance, generous 401(k) matching, PTO, disability and life insurance. We pride ourselves on having a collegial and cooperative working environment.

    Email cover letter, resume and law school transcript to: apaisley@htts.com. We are not accepting resumes from search firms at this time.

    For more information on our firm, visit our website at: www.htts.com.


  • Friday, May 13, 2022 3:35 PM | Anonymous

    Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken, Montgomery County (immediately adjacent to Philadelphia, Pennsylvania) seeks a full-time or part-time staff attorney with a minimum of three years’ experience.

    We are a firm of twenty-one attorneys, including nine ACTEC fellows, and seven paralegals, and our practice is among the largest in the Commonwealth of Pennsylvania.

    Our boutique practice focuses on matters pertaining to estate and tax planning, estate settlement, trust administration, gift tax planning, closely-held business planning, estate and trust litigation, charitable planning, and guardianships, special needs trusts and settlement trusts. This position will focus primarily on estate and tax planning and drafting.

    The candidate will have experience in a large firm or boutique setting with a practice focused on trusts and estates, and will have strong attention to detail, ability to work independently, good organization skills and excellent communication skills.

    We offer a competitive salary and generous benefits package including health and dental insurance, generous 401(k) matching, PTO, disability and life insurance. We pride ourselves on having a collegial and cooperative working environment.

    Email cover letter, resume and law school transcript to: apaisley@htts.com. We are not accepting resumes from search firms at this time.

    For more information on our firm, visit our website at: www.htts.com.


  • Friday, April 29, 2022 8:33 AM | Anonymous

    You are an experienced trust administrator, and you are looking for your next role and a new company. You take pride in doing a quality job and behaving with integrity at every turn, and you want to work for and with people who share your values. You are tenacious, detail‐oriented, and customer service‐focused, and you love being part of a close‐knit team. It’s important to you to take on a new challenge, hence your interest in this “Senior” Trust position; at the same time, you know that a key element of the job remains the same: supporting clients and supporting colleagues on the Trust Team.

    Click here to download the full job description.


  • Friday, March 25, 2022 7:39 AM | Anonymous

    At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens to our clients, and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

    If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

    Brown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in Philadelphia. In this role you will support the Senior Wealth Planner in Philadelphia and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm’s current and prospective Private Banking clients. You will represent the firm by actively engaging with the local trusts, estates and tax community to keep your knowledge base up to date and foster valuable connections. This role may be subject to a part-time schedule or a flexible work arrangement that incorporates telecommuting.

    Some of your key responsibilities include:

    Relationship Management:

    Providing support to the Senior Wealth Planner by reviewing estate planning documents, preparing materials for client presentations, and analyzing complex estate planning, tax, trust, and philanthropic issues.

    Serving as a trusted advisor directly to Private Banking clients by combining estate planning education, analysis, and guidance with a proactive ability to assist with related investment and asset allocation issues.

    Serving as a resource for the Relationship Management teams and Bankers on trust administration and estate planning issues to ensure the highest level of client service and satisfaction.

    Business Development:

    Contribute to the growth of the Private Banking business through obtaining referrals and gathering additional assets from existing clients.

    Make an important contribution to winning the business of prospects identified by others by developing strong relationships with these potential clients through value-add advice and guidance.

    Author articles on internal and external publication platforms and speak at external engagements if needed.

    Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonprofit events, and other channels

    Work with Wealth Planners, Regional Trust Heads, Team Leaders, and event planners across Private Banking to plan and execute specific BBH sponsored marketing materials and events.

    Qualifications:

    JD, CPA, or CFP required; LLM or CTFA a plus

    Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million)

    Strong understanding of sophisticated estate planning techniques appropriate for high-net worth clients

    Experience preparing materials to illustrate client estate plans using programs like Numbercruncher, Excel, PowerPoint, and eMoney.

    Ability to multitask and independently problem solve

    Strong networking skills

    What We Offer:

    A collaborative environment that enables you to step outside your role to add value wherever you can

    Direct access to clients, information, and experts across all business areas around the world

    Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm

    A culture of inclusion that values each employee’s unique perspective

    High-quality benefits program emphasizing good health, financial security, and peace of mind

    Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

    Volunteer opportunities to give back to your community and help transform the lives of others

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

    Full time

    Click here to apply.

  • Monday, March 14, 2022 11:23 AM | Anonymous

    The Senior Tax and Estate Planner will be advising Janney clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. This person will provide tailored financial strategies to high-net-worth clients (“HNW”) by partnering with Janney’s HNW consulting team and advisors to review and analyze complex client needs and goals. As a member of the trusted advisor’s team of specialists providing an exceptional client experience the Sr Tax and Estate Partner will play an instrumental role in making sure their legacy benefits the heirs and charities they care about the most.

    This role can be based in any of the following Janney locations: Philadelphia, PA, Cleveland, OH, Cincinnati, OH, Columbus, OH, New York, NY, Pittsburgh, PA; Boston, MA, Baltimore, MD; Washington, DC, Richmond, VA, Columbia, SC, Charlotte, NC, Nashville, TN, Atlanta, GA, Palm Beach, FL, or Miami, FL.

    Primary Responsibilities:

    Leverage expert knowledge of complex income and estate tax as well as financial planning topics to develop holistic solutions for clients and prospects of the HNW Consulting group, with investable assets of over $10MM+.

    • Provide thought leadership on advanced estate, wealth transfer and income tax planning strategies; executive compensation issues; business owner transition; asset protection; insurance planning; and suitability of prospective trusteeships
    • Partner with HNW Consulting team to strengthen relationships with advisors and clients
    • Create and facilitate workshops for clients on recent and relevant tax and estate planning topics.
    • Review, analyze and summarize complex income tax returns and estate and trust planning documents.
    • Write educational articles and training classes for advisors on recent and relevant tax and estate planning topics, as well as on new tax laws on the impact of the laws on our industry and clients.
    • Write expert financial insights for clients on recent and relevant tax and estate planning topics, for publication on Janney website and in national publications.
    • Proactively engage in the growth and development of teammates within the Advanced Planning Team. Regularly collaborate, offer guidance, suggestions, while teaming with colleagues in the Advanced Planning team.
    • Create strong relationships with external COI’s (attorneys and accountants), to ensure quality network.

    Required Qualifications and Skills:

    • 10+ years of experience in the financial services industry required.
    • Possess at least one of the following: JD, LLM, MS in Taxation, CPA
    • MSFS, ChFC, CFP, CPA, CFA, or comparable advanced knowledge course of study preferred
    • Series 7 and 66 preferred.
    • Advanced communication, presentation, and relationship skills.
    • Proficiency using financial planning software or tools and interpreting results.
    • Knowledge of wealth management industry trends and developments.
    • Strong client relationship, communication, leadership, and interpersonal skills.
    • Demonstrated advanced written, verbal, problem solving, and analytical skills.
    • Proven experience with group facilitation, presentations, and public speaking.
    • Ability to synthesize complex technical knowledge of issues relating to financial planning including, but not limited to income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning for clients.
    • Ability to travel 30-50% of the time.

    Individuals hired to work for a team/manager based in our Philadelphia Corporate Headquarters, individuals will be required to show proof of vaccination per our Philadelphia Corporate Headquarters' policy.


  • Friday, February 25, 2022 2:13 PM | Anonymous

    Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial – a trusted institution with a 146-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.

    We are looking for a Wealth Planning Specialist to join our King of Prussia, PA team.

    Responsibilities include:

    Support advisors with development and delivery of holistic, advice based, wealth planning services, materials and technology, under the direction and supervision of the director of wealth planning.

    Participate in a comprehensive client discovery process, including obtaining complete and accurate information and data; discerning key planning objectives, priorities and concerns; evaluating the existing plan (potential gaps/risks); and identifying potential revenue generating opportunities.

    Utilize Salesforce to research and document client related information.

    Evaluate obtained client data and enter into financial planning software. Prepare and model customized plans for clients of varying levels of income and assets (including emerging and mass affluent individuals, high net worth individuals, and closely held business owners), based upon client specific circumstances and identified planning goals and priorities.

    Provide technology support for the financial planning process. Continually advance expertise and knowledge of software utilized to develop financial plans, including but not limited to eMoney and MoneyGuidePro. Serve as the technology “subject matter expert”, providing support and training to associates on the program's usage and illustration capabilities.

    Contribute to the proposal of client specific planning solutions and strategies. Develop substantive knowledge of wealth planning concepts (including retirement, estate and trust, charitable, business succession, asset protection, tax, etc.). Grow knowledge base through continuing education and acquisition of related professional designations.

    Prepare advisors for client meetings and presentations, including review of plan presentations/reports. Meet with and present financial plans to clients (in person or virtual), as needed.

    Assist with the development, implementation and maintenance of wealth planning processes and tools to enhance the client and advisor experience.

    Participate in and contribute to advisor training initiatives.

    Perform a variety of assigned wealth planning related tasks and projects.

    Interface with advisors and other professionals inside and outside of the organization.

    Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

    Perform additional duties as required

    Qualifications:

    Minimum of 2-3 years’ experience in a financial planning role (preferably a fiduciary environment).

    Demonstrated facility with navigating sophisticated financial planning software. High level of proficiency with eMoney and MoneyGuidePro financial planning software.

    Solid understanding of financial planning concepts (including cash flow, budget, investment/portfolio, etc.). Familiarity with retirement planning, estate and trust planning, business planning, charitable planning, tax planning concepts and strategies.

    Proficiency with Microsoft Office suite (Outlook, Word, Excel, PowerPoint, Visio, Teams), WebEx.

    Experience with Salesforce (or other Customer Relationship Management software).

    Bachelor’s degree preferably in finance, economics, or accounting.

    Completed or willingness to pursue Certified Financial Planner (CFP) designation.

    FINRA Series 65 (or ability to obtain following hire).

    Strong analytical, organizational and time management skills, including ability to prioritize and perform tasks with keen attention to detail and accuracy.

    Ability to develop rapport and trusted relationships with advisors and associates.

    Excellent interpersonal, oral and written communication skills, including presentation skills.

    Ability to work independently and collaboratively as part of a team.

    Professional and positive attitude, including eagerness to learn and contribute.

    Able to work remotely without direct supervision.

    Please apply online at www.univest.net/careers

    An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.


  • Tuesday, January 04, 2022 10:09 AM | Anonymous

    Bessemer Trust’s Delaware bank has an opening for an Assistant Trust Officer/Assistant Fiduciary Counsel in its Wilmington office, located in Wilmington’s Montchanin community. The office supports Ultra High Net Worth clients, and has grown since its formation in 2004, to administer more than 1,400 highly customized trusts with more than $92 billion in assets under supervision. Delaware’s unique trust laws and the ability of Delaware trusts to hold unconventional assets provide for a distinctively transactional work environment. The successful candidate will work on tasks and projects that will teach sophisticated estate planning techniques as well as income, gift, estate and other tax laws. Hands on training will provide the opportunity for the successful candidate to advance toward an assigned book of accounts and promotion to Trust Officer.

    Responsibilities:

    The successful candidate will work one-on-one with the department’s experienced Trust Officers, who will directly assign and supervise responsibilities of the position, which might include:

    • Reviewing governing instruments (e.g. trust agreements and wills) for sophisticated trusts and preparing trust analyses as part of the Initial Trust Review process; following up on critical identified action items that remain outstanding to ensure proper trust administration.
    • Drafting Direction Letters for complex business and trust asset transactions.
    • Drafting Receipts and Releases and preparing other documentation in support of the trust termination process.
    • Drafting Discretionary Distribution and Special Investment Requests for presentation to Committee as part of the ongoing trust administration.
    • Working collaboratively with Client Advising teams regarding client requests and trust transactions to ensure proper trust administration.
    • Implementing special projects in support of department and fiduciary risk management initiatives. Ownership and leadership on these projects, with support from the Trust Officers, will provide an opportunity for the Assistant Trust Officer to shine.

    Qualifications:

    • J.D. required (and at least one license to practice law preferred).
    • 2-3 years legal practice experience.
    • Knowledge of trust or estate administration helpful, but not required.
    • Familiarity with income, estate, gift and GST tax a plus.
    • Excellent analytical skills and attention to detail.
    • Excellent interpersonal skills and the ability to deal effectively with a wide variety of people.
    • Effective at working in a team environment, collaborative, and respectful of others
    • Effective computer skills; proficiency with Microsoft Word and Excel; familiarity with PowerPoint; comfortable learning new software packages (banking-related).
    • Motivated, solution oriented and a self-starter; independent thinking encouraged.
    • Excellent organizational skills (able to handle multiple priorities).
    • Excellent communication skills (oral and written).

    If you are interested in the position, please submit an email with resume to Lillian Meyer (meyerl@bessemer.com). Please clearly indicate you are interested in the Wilmington, DE Assistant Trust Officer position.

    Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

    Please note: Bessemer requires that all applicants are fully vaccinated against COVID-19. Additionally, applicants will need to provide proof of vaccination prior to starting employment.

    Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.


  • Tuesday, January 04, 2022 10:08 AM | Anonymous

    Bessemer’s Delaware bank has an opening for a Trust Officer in its Wilmington office, located in Wilmington’s Montchanin community. The office supports Ultra High Net Worth clients, and has grown since its formation in 2004, to administer more than 1,400 highly customized trusts with more than $92 billion in assets under supervision. Delaware’s unique trust laws and the ability of Delaware trusts to hold unconventional assets provide for a distinctively transactional work environment. The ideal candidate, in addition to having traditional estate planning and taxation strengths, would be comfortable with transactional work and income tax matters. That said, we are open to training an exceptional individual who might bring significant promise or transferrable skills rather than direct experience with Delaware trusts and tax knowledge.

    Responsibilities:

    • Work with Client Advisor (relationship management) teams to support and ensure proper administration of an assigned book of sophisticated trusts.
    • Prepare documents relating to the transfer of trusts to Bessemer Delaware (e.g. Acceptances of Appointment, Direction Letters).
    • Coach members of the Client Advisory teams in the proper account structure, funding, fees and coding related to new account openings.
    • Review governing instruments (e.g. trust agreements and wills) and prepare trust analyses as part of the Initial Trust Review process; follow up on critical identified action items that remain outstanding to ensure proper trust administration.
    • Review transaction documents and participate with Estate Planners, Client Advisory teams and clients’ outside counsel to adjust content/structure as needed to properly implement various funding, lending and other complex transactions; draft related Direction Letters.
    • Serve as an in-house resource for trust administration questions - solving overdrafts, providing guidance on actions that may/may not be permissible under the trust’s terms, identifying solutions and work-arounds for various problems as they arise, identifying and applying appropriate state and/or federal law to given situations – generally coaching and supporting Client Advisory teams to ensure correct trust administration.
    • Review and edit Discretionary Distribution and Special Investment Requests for presentation to Committee as part of the ongoing trust administration.
    • Work with Client Advisory teams to support all steps in the termination process including the preparation of informal settlement documents (Receipts and Releases).
    • Implement special projects in support of department and fiduciary risk management initiatives.
    • Develop and present department and firmwide training modules and materials.

    Qualifications:

    • J.D. required (and at least one license to practice law preferred)
    • Experience in personal trust administration or estate settlement preferred
    • Knowledge of income tax, estate tax, gift tax and GST tax
    • Knowledge of trust law (knowledge of DE trust law preferred)
    • Excellent analytical skills and attention to detail
    • Excellent interpersonal skills and the ability to deal effectively with a wide variety of people
    • Effective at working in a team environment, collaborative, and respectful of others
    • Effective computer skills; proficiency with Microsoft Word and Excel; familiarity with PowerPoint; comfortable learning new software packages (banking-related)
    • Motivated, solution oriented and a self-starter; independent thinking encouraged
    • Excellent organizational skills (able to handle multiple priorities)
    • Excellent communication skills (oral and written)

    If you are interested in the position, please submit an email with resume to Lillian Meyer (meyerl@bessemer.com). Please clearly indicate you are interested in the Wilmington, DE Trust Officer position.

    Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.

    Please note: Bessemer requires that all applicants are fully vaccinated against COVID-19. Additionally, applicants will need to provide proof of vaccination prior to starting employment.

    Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.


<< First  < Prev   1   2   Next >  Last >> 

Post a Position

Employers can post a job position to hundreds of qualified professionals involved in estate planning in the Philadelphia area. 

To list a posting for up to three months, the cost is $100.00 for members and $200.00 for non-members.   Submit payment below by clicking on "Job Posting" and then email the job information to staff@philaepc.org.  Please allow up to 24 hours for a job to be posted.

Calendar

Platinum Sponsors

 
 


 
Become a Sponsor

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

Powered by Wild Apricot Membership Software