Trust Officer

Tatum by Randstad; Malvern (Chester County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

Job summary

An innovative firm in Malvern is seeking a Trust Administrator to join their team. This role offers a unique opportunity to work in a supportive environment that values flexibility and work-life balance. As a Trust Administrator, you will handle estate and trust administration, prepare legal documents, and ensure compliance with tax regulations. The firm is known for its commitment to employee growth and offers a hybrid work schedule, allowing you to work remotely several days a week. If you are looking for a rewarding career in a family-friendly setting, this position is perfect for you.

Qualifications

• Experience in Estate and Trust Administration is essential.
• Ability to prepare and file probate documents.

Responsibilities

• Manage estate and trust administration tasks.
• Prepare and file necessary legal documents.

Skills

Estate Administration

Trust Administration

Tax Returns Preparation

Drafting Wills

Job description

Trust Administrator - $80,000 to $100,000 plus bonus (HYBRID WORK SCHEDULE)

Unique opportunity to join a small firm in Malvern as a Trust Administrator / Trust Officer.

After a 60 - 90 day onboarding process, this role can be aggressively hybrid - working 3-4 days a week remotely. This client has a proven track record of flexibility, excellent work/life balance, and being extremely family-friendly.

Job responsibilities include:

1. Estate Administration - including preparing and filing probate documents
2. Trust Administration - including preparing withdrawal right notices and appointments of successor trustees
3. Prepare Trust and Estate accountings
4. Draft simple wills and correspondence
5. Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns

Our client is an outstanding organization committed to providing a career track for this hire. Only qualified candidates living within 90 miles of South Central Pennsylvania will be considered.

Contact: [e-mail]

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative, Accounting/Auditing, and Legal

Industries

• Financial Services, Investment Management, and Banking

Referrals increase your chances of interviewing at Tatum by Randstad by 2x.

Inferred benefits from this job description include:

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Tuition assistance
• Disability insurance

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