Trust & Estate Associate — Multigenerational Wealth

Carr, Riggs & Ingram; Charleston (SC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

PTO (21 days)

Paid holidays (9)

Long-term disability

Life insurance

Medical, dental, vision coverage

401(k) retirement plan

Job summary

Carr, Riggs & Ingram seeks a Trust & Estate Associate to support administration of trusts, estates and fiduciary accounts in a high-net-worth environment. You will work closely with senior wealth professionals to ensure compliance, accuracy, and exceptional client service across complex fiduciary relationships.

The role offers exposure to sophisticated wealth structures and multigenerational planning, with a focus on accountability and discretion in your daily tasks and client interactions.

Qualifications

• 3–5 years of experience in trust & estate.
• Experience in a law office or family office serving high net worth clients.
• Understanding of trust accounting and sophisticated trusts.
• Strong communication skills and discretion.

Responsibilities

• Administer assigned client relationships and various trust/estate accounts.
• Serve as secondary contact for clients and collaborate with senior staff.
• Interpret trust instruments and oversee funding and asset movements.
• Review and process discretionary distribution documentation.
• Ensure income vs. principal accuracy and maintain records.
• Support audits, fiduciary risk identifications, and compliance.
• Assist with process improvements and regulatory deadlines.
• Coordinate with VP/Senior Wealth Strategists and Relationship Officers.

Skills

Trust & estate experience

Communication skills

Independent work

Discretion & confidentiality

Attention to detail

Tools

Microsoft Office

Trust accounting software

Job description

Carr, Riggs & Ingram seeks a Trust & Estate Associate to support administration of trusts, estates and fiduciary accounts in a high-net-worth environment. You will work closely with senior wealth professionals to ensure compliance, accuracy, and exceptional client service across complex fiduciary relationships.

The role offers exposure to sophisticated wealth structures and multigenerational planning, with a focus on accountability and discretion in your daily tasks and client interactions.