Senior Trust & Estate Advisor

Plante Moran; Chicago (IL); On-site; USD 115,500 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Flexible Time Off

Discretionary bonus plan

Job summary

Plante Moran in Chicago is looking for a dedicated professional to oversee personal trust account administration and investment guidance. The ideal candidate will manage client relationships while supervising a dynamic team, ensuring financial planning and trust oversight align with clients' needs.

This position requires a bachelor's degree in Business and 4-6 years of relevant experience. Benefits include a competitive salary range of $115,500 - $150,000, health insurance, flexible time off, and a pension plan for employees.

Qualifications

• 4-6 years of experience in Personal Trust Account Administration, financial planning, investments, and/or estate planning.
• Actively advancing technical skills in the Trust industry and financial services.
• Excellent written and verbal communication skills.

Responsibilities

• Administer irrevocable trusts and charitable trusts.
• Prepare materials for Trust Administration and Trust Investment Committees.
• Maintain regular contact with grantors, beneficiaries, and other parties.
• Integrate knowledge of holistic financial planning.
• Contribute to practice development and client expansion.

Skills

Problem-solving skills

Analytical skills

Communication skills

Detail-oriented

Education

Bachelor's degree in Business (Finance, Accounting, or Economics)

JD and/or CTFA designation

CFP or CPA

Job description

Plante Moran in Chicago is looking for a dedicated professional to oversee personal trust account administration and investment guidance. The ideal candidate will manage client relationships while supervising a dynamic team, ensuring financial planning and trust oversight align with clients' needs.

This position requires a bachelor's degree in Business and 4-6 years of relevant experience. Benefits include a competitive salary range of $115,500 - $150,000, health insurance, flexible time off, and a pension plan for employees.