Fiduciary Support Specialist
Kforce Inc, Merrimack, NH, United States
Kforce has a client in Merrimack, NH that is seeking a Fiduciary Support Specialist.
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
Requirements
CTFA, CFP or LLM designations a plus
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
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
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
Compensation
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
Benefits
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Equal Opportunity Statement
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
#J-18808-Ljbffr
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
Requirements
CTFA, CFP or LLM designations a plus
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
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
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
Compensation
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
Benefits
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Equal Opportunity Statement
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
#J-18808-Ljbffr