Fiduciary Support Specialist (Hybrid, Nashua, NH area)
Yoh Services LLC, Merrimack, NH, United States
Fiduciary Support Specialist (Hybrid, Nashua, NH area)
Required Skills
J.D. required with 10+ years of professional experience
6+ years in estate planning, trust administration, risk, or wealth planning within a law firm, trust company, bank, or financial services industry
Experience with complex trust and estate planning documents, tax implications, and trust law
Strong legal research, drafting, and analytical skills
Excellent written and verbal communication skills
Ability to work independently, prioritize multiple tasks, and display initiative
Proven ability to guide and train diverse audiences in fiduciary principles and trust procedures
Nice to Have Skills
CTFA, CFP, or LLM designations
Experience with document automation tools like HotDocs
Client‑facing experience, including taking trust‑related client calls
Familiarity with Salesforce or similar CRM platforms
Preferred Education and Experience
Advanced legal education (e.g., JD, LLM)
6+ years of relevant trust, estate planning, or trust administration experience
Trust company or law firm background preferred
Estate paralegal experience is a plus, especially if familiar with trust documents and client interaction
Estimated Min Rate: $38.50
Estimated Max Rate: $55.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice
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Required Skills
J.D. required with 10+ years of professional experience
6+ years in estate planning, trust administration, risk, or wealth planning within a law firm, trust company, bank, or financial services industry
Experience with complex trust and estate planning documents, tax implications, and trust law
Strong legal research, drafting, and analytical skills
Excellent written and verbal communication skills
Ability to work independently, prioritize multiple tasks, and display initiative
Proven ability to guide and train diverse audiences in fiduciary principles and trust procedures
Nice to Have Skills
CTFA, CFP, or LLM designations
Experience with document automation tools like HotDocs
Client‑facing experience, including taking trust‑related client calls
Familiarity with Salesforce or similar CRM platforms
Preferred Education and Experience
Advanced legal education (e.g., JD, LLM)
6+ years of relevant trust, estate planning, or trust administration experience
Trust company or law firm background preferred
Estate paralegal experience is a plus, especially if familiar with trust documents and client interaction
Estimated Min Rate: $38.50
Estimated Max Rate: $55.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice
#J-18808-Ljbffr