Trust Associate
$15.25 - $20.50/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor ... An understanding of estate planning, taxes and fiduciary law is preferred. * A self-starter ...
Trust Associate
$15.25 - $20.50/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor ... An understanding of estate planning, taxes and fiduciary law is preferred. * A self-starter ...
Trust Associate
$15.25 - $20.50/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor ... An understanding of estate planning, taxes and fiduciary law is preferred. * A self-starter ...
Trust Associate
$15.25 - $20.50/hr
ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is responsiblefor ... An understanding of estate planning, taxes and fiduciary law is preferred. * A self-starter ...
Trust Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Hybrid ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is ... An understanding of estate planning, taxes and fiduciary law is preferred. * A self-starter ...
Trust Associate
Wilmington, DE · On-site
$14 - $19.50/hr
Hybrid ROLE OVERVIEW PURPOSE OF JOB JTC Delaware is looking for a Trust Associate who is ... An understanding of estate planning, taxes and fiduciary law is preferred. * A self-starter ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Senior Trust Tax Accountant
Wilmington, DE · On-site
$77K - $127K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Private Business Strategist
Wilmington, DE · On-site
Preservation of capital through effective estate-planning techniques. Explanation of how various ... May provide direction to wealth strategists and associates. * Retains and grows assets under ...
Private Business Strategist
Wilmington, DE · On-site
Preservation of capital through effective estate-planning techniques. Explanation of how various ... May provide direction to wealth strategists and associates. * Retains and grows assets under ...
... of planning exercises. * Coordinate with internal real estate manager and external real estate ... associate, patient, and family feels supported and valued. Learn more at Nemours.org.
... of planning exercises. * Coordinate with internal real estate manager and external real estate ... associate, patient, and family feels supported and valued. Learn more at Nemours.org.
Facilities Planner
Wilmington, DE · On-site
... of planning exercises. * Coordinate with internal real estate manager and external real estate ... associate, patient, and family feels supported and valued. Learn more at Nemours.org.
Facilities Planner
Wilmington, DE · On-site
... of planning exercises. * Coordinate with internal real estate manager and external real estate ... associate, patient, and family feels supported and valued. Learn more at Nemours.org.
Tax Manager, Personal Tax Services
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager, Personal Tax Services
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager, Personal Tax Services
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager, Personal Tax Services
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager, Personal Tax Services
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager, Personal Tax Services
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
Wilmington, DE · On-site
$92.87 - $152.57/hr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit Bank is inclusive and supportive of ...
Tax Manager
Wilmington, DE · On-site
$92.87 - $152.57/hr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit Bank is inclusive and supportive of ...
Tax Manager
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
Wilmington, DE · On-site
$92K - $152K/yr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...
Tax Manager
Wilmington, DE · On-site
$92.87 - $152.57/hr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit Bank is inclusive and supportive of ...
Tax Manager
Wilmington, DE · On-site
$92.87 - $152.57/hr
... trust and estate planning, brokerage and investment services to individual, corporate, and ... For more information about Associate benefits, please visit Bank is inclusive and supportive of ...
... planning and compliance scenarios and assess the impact of changing domestic and foreign tax ... with junior associates and senior leaders with the ability to articulate process improvement ...
... planning and compliance scenarios and assess the impact of changing domestic and foreign tax ... with junior associates and senior leaders with the ability to articulate process improvement ...
... planning and compliance scenarios and assess the impact of changing domestic and foreign tax ... with junior associates and senior leaders with the ability to articulate process improvement ...
... planning and compliance scenarios and assess the impact of changing domestic and foreign tax ... with junior associates and senior leaders with the ability to articulate process improvement ...
Estate Planning Associate information
What is an estate planning associate?
Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.
What are some typical challenges faced by estate planning associates when working with clients?
Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.
What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?
To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.
$15.25 - $20.50/hr
Full-time
Re-posted 10 days ago
Job description
ROLE OVERVIEW
PURPOSE OF JOB
JTC Delaware is looking for a Trust Associate who is responsiblefor support of the day-to-day administration of a diverse book of complexpersonal trust accounts for high-net-worth individuals and families along withonboarding new trust relationships. They will work closely with the trustofficer, account advisors, family office managers as well as the individualclients.Â
MAIN RESPONSIBILITIES AND DUTIES
- Support the Trust Administration team which handles a variety of fiduciary accounts and assuring a superior level of client service.
- Manage billing and cash collection.
- Process client transactions including cash disbursements, cash deposits and other transactions daily.
- Assist with requests for discretionary distributions, trust terminations, collection of tax information and clearing overdrafts.
- Assist in minute taking and preparation of materials for management committees.
- Adhere to the Company's policies, procedures and controls as well as applicable regulatory standards.
- Maintain client service standards in all client communications.
- Provide account administrative services to JTC DE, operating subsidiaries, private label trust companies and other business channels as they develop.
- Support marketing efforts as needed.
- Respond to incoming calls, e-mails, mail and in-person requests.
- Attend meetings and prepare follow-up as needed.
- Set goals, prioritize and execute duties of the position.
- Manage documents, files and electronic information in an organized, efficient and secure manner.
- Interact with customers in a professional and pleasant manner.
- Represent company as a professional in appearance and manner.
- Communicate written and oral communication at the highest level of professionalism and integrity.
- Perform quality and quantity duties as expected for position.
- Complete company required training courses as assigned.
ESSENTIAL REQUIREMENTS
- A bachelor's degree and/or have three years of trust related experience. a legal degree, accounting degree, or professional certification is highly desired.Â
- An understanding of estate planning, taxes and fiduciary law is preferred. Â
- A self-starter attitude, ability to work independently at a high level, and must be able to take initiative to ensure deadlines are met.
- Strong writing and verbal communication skills, time management, scheduling, organization, office skills, along with contributing to a team effort, are also necessary.
- Ability to multi-task is critical.
OUR COMMITMENT TO INCLUSION &WELLBEING
JTC iscommitted to fostering a healthy, inclusive organisation where all individualsfeel welcome and feel able to participate in the workplace fully. We valuedifferent perspectives, backgrounds and lived experiences. This includessupporting employee wellbeing so that people feel equipped to thrive.