What are the responsibilities and job description for the Trusts & Estates Associate position at Top Tier Reps LLC?
We are seeking a seasoned Trusts & Estates Associate with 6 to 9 years of experience in sophisticated estate planning and trust matters. The ideal candidate will have a strong background in advising high-net-worth individuals and families, with additional experience in cross-border estate planning considered a significant asset.
Key Responsibilities:
- Advise clients on all aspects of estate planning and estate and trust administration.
- Develop and implement multi-generational wealth preservation strategies.
- Serve high-net-worth individuals, businesses, nonprofits, and corporate trust departments.
- Collaborate with other practice areas to deliver comprehensive solutions for clients.
- Maintain strong client relationships, providing excellent service and communication.
Qualifications:
- Juris Doctor (J.D.) from an accredited law school.
- Admission to the New York State Bar.
- 6–9 years of experience in estate planning and trust matters.
- Proven track record of working with high-net-worth clients.
- Excellent technical, written, and verbal communication skills.
- Ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
- Experience in cross-border estate planning is a plus.
Salary & Benefits:
- Competitive compensation package.
- Comprehensive benefits including medical, dental, vision, life, and long-term disability insurance.
- Flexible spending accounts.
- 401(k) plan with company match.
- Paid Time Off (PTO).
- Pension plan.
- Professional development opportunities.
Salary : $145,000 - $210,000
