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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.

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.

The Senior Wealth Advisor position requires a deep understanding of all aspects of wealth management. The Wealth Advisor would be designing and implementing creative planning solutions for private clients. In addition to these areas of expertise, the Wealth Advisor would be required to have an understanding of investment management and investment products as well as all regulatory licensing to advise clients on these matters.

Responsibilities

• Review, assess, plan and implement for all of the following:
• • individual and entity income taxes
  • estates, trusts and wealth transfer
  • executive compensation
  • retirement plans
  • asset protection
  • insurances: life, liability, disability, and long term care
  • philanthropy
  • business succession
  • liquidity analysis
• Coordinate on the above with client's other professional advisors
• Responsible for Integrated Wealth Plans and Vaulted Documents
• Train team on Wealth Management concepts and process
• Advise of all new developments within Wealth Management areas
• Develop and implement Wealth Management processes
• Disseminate UBS' materials and information on Wealth Management
• Assist in developing and implementing events for client appreciation and development

Licensing Requirements

Series 7 and 66 required (can be obtained at a later date)

Must be attorney or registered CPA with five years experience

This position is flexible, part-time or full-time, remote or in Philadelphia office,

Pay range $120k - $250k annually

Interested candidates please forward resume to Dena@gourmetshows.com

The global law firm of Faegre Drinker Biddle & Reath is actively recruiting an associate to join the Labor & Employment practice group in our Philadelphia office. We are seeking candidates who are admitted to practice in Pennsylvania and New Jersey and have three to five years of experience handling employment litigation and counseling employers on labor and employment law matters.

Duties are expected to include a broad range of labor and employment law-related responsibilities, including representing clients in employment litigation and administrative agency matters, as well as providing employment-law-related counseling and guidance to employers. Candidates will have strong academic credentials, excellent writing skills, a willingness to work across offices, and produce top quality work while managing multiple assignments concurrently.

Faegre Drinker Biddle & Reath LLP is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants for employment. We do not discriminate on the basis of race, color, religion, age, national origin, disability, sex, sexual orientation, gender, gender identity, gender expression, marital status, veteran or military status, or any other characteristic made unlawful by applicable federal, state or local laws. Equal employment opportunity will be extended to all persons in all aspects of employment, including retirement, hiring, training, promotion, transfer, compensation, benefits, discipline and termination.

We are committed to providing equitable access to employment for all and welcome qualified applicants with disabilities who meet the qualifications of the job, with or without reasonable accommodations. If you need an accommodation for any part of the employment process, please send an email to recruiting@faegredrinker.com to let us know the nature of your request.

Click here to apply online

Tekloc Enterprises is a small single family office located in Newtown Square, PA. The primary purpose of the office is to help orchestrate multiple branches of the family’s capital in a multifaceted approach. As a family office, all of the staff work very closely together in a collegial work environment and have many interactions with each other and have regular direct contact with family members.

Job description:

• Trust administration – assist in formation and administration of various trusts (simple, complex, grantor, GRATs). Review trust documents, monitor trust distributions, prepare calculations of fees for advisors and trustees
• Assist family office and outside legal providers in estate planning and administration across all family lines. Track gifts to family members
• Provide support in various family services (bank account openings/closings, investment monitoring, real estate transactions)
• Assist in family philanthropy (administration and tracking of both personal charitable giving as well as private foundations)
• Prepare tracking of various projects

Qualifications:

• Bachelor’s degree in a relevant field
• 5+ years experience in financial services or similar
• Ability to organize and complete multiple tasks within deadlines with accuracy
• Experience with detail Excel spreadsheet analysis
• Familiarity in administration of estate planning techniques or family office experience preferred

We offer a competitive salary commensurate with experience and generous benefits package including health insurance, very generous 401(k) match.

Please email resume to: mharff@tekloc.com