What are the responsibilities and job description for the Trust & Estate Advisor position at Fanning Personnel?
Trust & Estate Advisor opening located at a wealth management firm in Boston
I’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively or passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth and development.
I’m writing to inform you that one of my client companies, a wealth management firm located in Boston which services a HNW individual and family client base, is seeking a Trust & Estate Advisor. This individual will perform an array of duties including estate asset valuation, calculating debts of the deceased and taxes to determine estate cash needs, collecting assets of the deceased and administering debt payments, preparing estate tax returns, working with the clients and their advisors to address estate administration inquiries, and the like.
Compensation includes a base salary in the $125K- $140K range, depending on experience, plus bonus
If you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com
Best,
Adam
Adam Cordeiro
Senior Recruiter
Fanning, a division of Masis Staffing Solutions, LLC
Salary : $125,000 - $140,000
