What are the responsibilities and job description for the Fiduciary Support Specialist position at Randstad Digital Americas?
Job Summary
Ability to take initiative and work independently, balance multiple tasks, and prioritize work while maintaining accuracy and efficiency
Strong team orientation and ability to function as a standout colleague
Strong communication, interpersonal, organizational, attention to detail, follow-through, and analytical abilities
Experience guiding, advising, and training different audiences on fiduciary principles, procedures, trust administration, estate planning concepts, and risk mitigation
location: Merrimack, New Hampshire
job type: Contract
salary: $55 - 56 per hour
work hours: 8am to 5pm
education: Bachelors
Responsibilities
J.D. required with 10 years of professional experience
6 years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry
CTFA, CFP or LLM designations a plus
Experience with complex trust and estate planning documents, income and principal accounting, personal and trust taxation, investments, trust and estate law, estate planning, retirement, and the laws and regulations that govern each
Strong legal research and drafting background
Intellectually curious with an ability to think analytically, strategically, and tactically
Able to develop and explain innovative solutions to complex situations clearly and effectively
Excellent written and verbal communication skills
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
Ability to take initiative and work independently, balance multiple tasks, and prioritize work while maintaining accuracy and efficiency
Strong team orientation and ability to function as a standout colleague
Strong communication, interpersonal, organizational, attention to detail, follow-through, and analytical abilities
Experience guiding, advising, and training different audiences on fiduciary principles, procedures, trust administration, estate planning concepts, and risk mitigation
location: Merrimack, New Hampshire
job type: Contract
salary: $55 - 56 per hour
work hours: 8am to 5pm
education: Bachelors
Responsibilities
- Reviewing trusts and related documents for new trust business
- Communicating with clients, internal and external advisors, counsel, and others as needed to support new and existing trust business
- Drafting settlement agreements and other documentation
- Collaborating with other groups to solve trust-related issues
J.D. required with 10 years of professional experience
6 years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry
CTFA, CFP or LLM designations a plus
Experience with complex trust and estate planning documents, income and principal accounting, personal and trust taxation, investments, trust and estate law, estate planning, retirement, and the laws and regulations that govern each
Strong legal research and drafting background
Intellectually curious with an ability to think analytically, strategically, and tactically
Able to develop and explain innovative solutions to complex situations clearly and effectively
Excellent written and verbal communication skills
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad Digital, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad Digital offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.
Salary : $55 - $56