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At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role could be located in Philadelphia, PA, Pittsburgh, PA, or Greenville, DE.

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Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office.

We are a well-established trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other colleagues, value supportive work relationships and offer our paralegals the opportunity to make significant contributions while continuing to increase their knowledge and skills.

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Bessemer Trust’s Delaware bank has an opening for a Trust Officer in its Wilmington office. The office supports Ultra High Net Worth clients, and has grown since its formation in 2004, to administer more than 1,700 trusts with more than $120 billion in assets under supervision. As a result of Delaware’s unique trust laws and the related unusual assets held in these trusts, the work is heavily transactional. The ideal candidate would be comfortable with complex transactional work and be comfortable learning advanced concepts in tax law. JD Required. We are receptive to candidates who are transitioning from the practice of law with transferrable skills (outstanding attention to detail, well-honed issue spotting and risk management sensitivity, curiosity and a knack for solving challenging transactional puzzles), and will train the exceptional candidate. A full job description can be found at https://www.bessemertrust.com/careers-at-bessemer . Please feel free to apply online or contact Julia Coombs directly (302-230-2685 / coombs@bessemer.com).

Stradley Ronon Stevens & Young, LLP, is seeking to hire a Trusts & Estates Paralegal to be based out of our Malvern office. Our ideal candidate will have strong organizational, communication and analytical skills, excellent attention to detail, a client service orientation, and a proactive “can do” attitude. Stradley Ronon offers law firm professionals an attractive blend of interesting substantive work, supportive colleagues, and an unparalleled culture. We offer a competitive compensation and benefits package.

Responsibilities include, but are not limited to:

• Independently administer complex estates and trusts;
• Identify and marshal estate assets, and perform other probate functions required to administer estates through final settlement;
• Maintain financial records for use in preparing tax returns and fiduciary accountings;
• Assist with the preparation, review, and filing of fiduciary income tax, inheritance, and estate tax returns;
• Prepare fiduciary accountings for estates and trusts;
• Prepare various projections and calculations used for financial, tax, and estate planning purposes; and
• Prepare Receipt and Release Agreements, Schedules of Distribution, and related documentation, for informal settlement of estates and trusts.

Qualifications:

• Bachelor’s degree and paralegal certificate preferred;
• A minimum of 5 years of experience as a Trusts & Estates Paralegal;
• Strong accounting background;
• Experience with accounting and tax preparation software, such as GEMs, Zane, or ProSystem fx; and
• Able to communicate effectively in writing and orally.

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NexWealth is a boutique, registered investment adviser/multi-family office and is currently seeking an Estate and Trust Attorney with an LLM in Taxation that meets the criteria below. This individual will work in the firm's Philadelphia office and must have prior estate and trust experience. If you are a passionate, experienced attorney looking to join our dynamic team, we encourage you to apply.

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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.

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Job Position:  Trust Administrator

Job Location: Newark, DE

Company: J.P. Morgan

Job Description:

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