Philadelphia Estate Planning Council

Details

Trust Administration - Tekloc Enterprises

Tuesday, September 14, 2021 11:19 AM | Anonymous

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


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

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

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