Fiduciary Support Specialist

Fiduciary Support Specialist at Beacon Hill Staffing Group, LLC Fiduciary Support Specialist at Beacon Hill Staffing Group, LLC in Merrimack, New Hampshire Posted in 9 days ago. $50,000.00 - $51,000.00 per year

Job Description:

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Title:

Fiduciary Support Specialist New Hampshire (Hybrid)

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

Need:

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 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 Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications 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. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs. Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™