TRUST & ESTATE ADMINSTRATION – CLIENT MANAGER

Simplify Wealth LLC; Fort Snelling Unorganized Territory (MN); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Individual Coverage HRA Plan

Company 401k Plan

Performance Bonus

15 days PTO + 8 holidays

Phone Reimbursement

Leadership Training

Job summary

Simplify Wealth LLC in the Twin Cities area seeks a trusted estate administrator to manage daily trust and estate administration for high-net-worth clients, coordinating with advisors and CPAs.

This hybrid role includes some office work in Deephaven MN and client locations, with a salary range of $100,000–$120,000 per year plus benefits and a performance bonus.

Qualifications

• 3+ years of experience in trust/estate administration or related areas.
• Bachelor’s degree in Finance, Accounting, or related field.
• Professional financial designation preferred (CPA, CTFA, CFP, etc.).
• Extensive experience with Microsoft tools required.
• QuickBooks Online or other accounting/trust software experience preferred.
• Trust and individual income tax knowledge and experience preferred.

Responsibilities

• Manage a portfolio of trusts and estates for family office clients, including revocable and irrevocable structures.
• Serve as primary point of contact for clients and beneficiaries.
• Provide guidance on trust structures, distributions, and fiduciary responsibilities.
• Ensure compliance with laws, regulations, and internal policies.
• Coordinate with investment advisors and tax professionals for asset allocation and tax reporting.
• Prepare reports for clients, CPAs, and regulatory bodies.

Skills

Trust administration

Communication

Attention to detail

Confidentiality

Problem solving

Education

Bachelor's degree (Finance/Accounting)

CPA/CTFA/ CFP (desirable)

Tools

Microsoft Office

QuickBooks Online

Trust accounting software

Job description

Do you want to play a larger role in client success and transformation while having the opportunity to experience the same in your own life?

At Simplify Wealth we are focused on securing freedom of all kinds for our clients and our team. This role provides an opportunity to serve high net worth clients who need expertise managing their trusts and estates.

This position encompasses more than a typical client service job and gives you the opportunity to grow in your career and make a bigger impact in the world.You’ll be playing a key role in proactively meeting the needs of our trust and estate clients.

This position manages the daily trust and estate administration needs of our clients, including proactive management of all accounting, tax, risk management and other critical matters.The person in this role will ensure that all trust and estate administration responsibilities and tasks are accurately performed and comply with trust agreements and other estate planning documents of our clients.

Simplify Wealth’s services are fully customized based on client needs, with the ultimate goal of securing freedom in their life, so they can focus on other priorities.At Simplify Wealth, we want the same for you in your life.

THE COMPANY

Simplify Wealth is a Virtual Family office firm, founded with the vision of providing unique solutions to wealth challenges.Wealth preservation and management takes extensive time and resources, and places a heavy administrative burden on families, leading them to seek a family office solution.We understand the complexities and responsibilities that come with wealth, and we work tirelessly to improve our clients’ lives, allowing them to enjoy what they have built.

We work as resourceful and reliable partners on all matters with our clients and their professional advisors.Members of our team appreciate acting in this capacity, playing an important role in improving the lives of our clients.

We provide expert resources to our clients, managing the details of all financial, tax, bill pay, and other functions.We coordinate the responsibilities and outcomes between the family and their professional advisors and assist with the lifestyle needs of various family members.Learn more at www.simplify-wealth.com.

In this position, you strategize with and support our trust and estate clients, their advisors and your colleagues.

This is high intensity, fast paced, growth-oriented work. Being successful in this role demonstrates an ability to consistently grow and expand your skills, while serving clients who want the same for themselves.

This position provides meaningful work, with an opportunity to make an impact on clients and all strategic partners.

This position is an ideal fit for you if:

• You are interested in a role that develops your whole person
• You are flexible and can operate independently with a sense of urgency
• You appreciate new opportunities and expressing your creative problem solving
• You proactively anticipate client needs with timely communication and resolution
• You are inspired by complex work and want to use and grow your intellectual and intuitive skills
• You want to make a significant difference in the lives of your clients, colleagues, and yourself
• You value and embody authentic communication and an abundance mindset
• You resonate with a dynamic environment that encourages and supports win-win outcomes
• You ensure the needs of your clients and colleagues are optimally met

EXPERIENCE AND TECHNICAL KNOWLEDGE REQUIRED

• 3+ years of experience in trust/estate administration (including paralegal work), trust/estate taxation, estate planning, or related areas required
• Bachelor’s degree required – Degree in Finance, Accounting, or related field preferred
• Professional financial designation preferred (CPA, Certified Trust and Fiduciary Advisor (CTFA), CFP, etc.)
• Extensive experience with Microsoft tools required
• Quickbooks Online or other accounting and/or trust accounting software experience preferred
• Trust and Individual income tax knowledge and experience preferred

JOB DUTIES

Duties of this role include, but are not limited to:

• Manage a portfolio of trust and estates for our family office clients, including revocable and irrevocable trusts and estates
• Serve as the primary point of contact for clients and beneficiaries
• Provide guidance on trust structures, distributions, and fiduciary responsibilities
• Ensure all trust activities comply with applicable laws, regulations, and internal policies
• Monitor accounts for potential risks and take corrective action, as needed
• Coordinate with investment advisors and tax professionals to ensure proper asset allocation, tax reporting, and financial planning
• Maintain accurate records of trust activities
• Prepare reports for clients, CPAs and regulatory bodies as required
• Assist with the administration of estates, including asset collection, valuation, distribution, and final accounting

SKILLS REQUIRED

• Excellent communication skills, both verbal and written
• Superior attention to detail and accuracy in all work
• Strong understanding of fiduciary law, estate planning, and financial instruments
• Exceptional organizational skills and ability to manage multiple trust/client accounts
• Service-oriented in all interactions, possesses an innate desire to help in any manner possible
• Professional and outgoing personality, friendly and cooperative
• Independent problem-solving skills
• Natural willingness to learn and figure things out, when faced with a challenge or new situation
• Ability to prioritize tasks effectively
• Understanding of the importance of confidentiality and how to handle sensitive information carefully
• Willingness to use and refine intuitive skills and discernment to access optimal solutions in a dynamic environment
• Curiosity about expanding personal agency to work more effectively with changes in business, life and the world

This role is located in the Twin Cities Minneapolis St Paul Metro area and has a hybrid work location with some work at our Deephaven MN office and some remote work or at client locations.

SALARY RANGE: $100,000 - $120,000/year, depending on experience

BENEFITS OFFERED

Individual Coverage HRA Plan (ICHRA) - Available the 1st of the month following 60 days of employment. The Company provides a contribution of $500/month towards health insurance premiums. If the employee’s monthly premium exceeds $500, they may contribute to the plan on a pre-tax basis.

Company 401k Plan - Eligibility on the 1st of the month following 6 months of employment. The Company matches 100% of the first 3% of salary in contributions, and 50% of the next 2% of salary contributions. A contribution of 5% of salary is required to get the full 4% match.

Performance Bonus - You will share in the success of the company through a performance-based bonus on an annual basis

Personal Time Off - 15 days per calendar year plus 8 company holidays

Phone Reimbursement - Reimbursement for personal mobile phone of $50 per month

Leadership Training - Simplify Wealth is committed to providing conscious leadership training to learn principles and strategies for increased performance and outcomes both professionally and personally. This training helps individuals thrive in a changing environment.