Estate Associate – Portland

Do you want to work with an industry leader, in a dynamic environment that fosters
professional growth? Then consider joining the R.M. Davis team! With $6 billion in
assets under management, R.M. Davis is Northern New England’s largest wealth
management firm, with offices in downtown Portland, Maine, and Portsmouth, New
Hampshire.

Our clients trust us with their wealth, with their toughest questions, and with their most
important decisions. They count on our team to help guide them through life’s critical
moments. We seek team members who embrace this opportunity.

Headquartered in the heart of Portland, R. M. Davis is a proud member and contributor
of the local community. Located just steps from restaurants, shops, entertainment, and
other professional firms, our team enjoys an area that truly offers a “work, live, and play”
environment.

The position

We are hiring a full-time Estate Associate to join our growing team in Portland, ME. If
you are a self-motivated professional with a customer service mindset and a passion for
working in the financial services industry, apply today!

Your responsibilities

Given the nature of our work, our administrative team plays an integral role in the
success of our firm, and the work we do for our clients. The Estate Associate role
facilitates the account administration and transition process for deceased clients’
individual and trust accounts. The Estate Associate also provides back-up support with
certain trust administration tasks for accounts for which a member of the Company
serves as Trustee.

The Estate Associate is responsible for reviewing wills, trust agreements, and
beneficiary designations of deceased clients to determine estate structure and asset
distribution, and facilitates/prepares required account paperwork, including account
applications, distribution schedules, and termination letters. The Estate Associate
position coordinates with multiple internal departments and interacts directly with
beneficiaries, custodians and other external professionals, including attorneys and
accountants.

Your skills

• Prior experience in a bank trust department or law office specializing in estate

• Bachelor’s degree in business or a related field is required.
• Knowledge and understanding of trust and estate law and fiduciary principles.
• Prior experience reviewing and analyzing estate planning documents, fiduciary

Your Company benefits

• Competitive salary and bonus
• 401k plan with employer contributions
• 100% company-paid employee health and disability insurance
• Paid time off
• Company-paid, parental leave
• Education reimbursement
• Company paid, covered parking
• Professional office setting
• Hybrid remote work policy
• Collaborative work culture

This position is non-exempt and therefore qualifies for overtime pay.

If this sounds like you, please send a cover letter and resume to:

R.M. Davis, Inc.
Attn: Denise Vigneault
24 City Center
Portland, ME 04101
dvigneault@rmdavis.com