Trust & Estate Associate: Multigenerational Wealth & Benefits

Carr, Riggs & Ingram; Summerville (SC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

21 PTO days

9 paid holidays

Company-paid long-term disability

Life insurance

Medical insurance (BCBS)

Dental & Vision

Parental leave

Flexible spending accounts

401(k) retirement plan

Job summary

Preferred Legacy National Trust Bank in Charleston/Summerville seeks a detail-oriented Trust and Estate Associate to support the administration of complex fiduciary relationships. You will work closely with senior officers to ensure regulatory compliance, accurate accounting, and exceptional client service while handling multigenerational wealth planning, trusts, and fiduciary accounts.

This role offers exposure to sophisticated wealth structures and requires discretion.

Qualifications

• 3–5 years of experience in trust & estate
• Experience in a law office or family office handling high net worth clients
• Strong understanding of trust accounting and estate planning
• Excellent written and oral communication skills
• Proficiency with Microsoft Office and trust accounting software

Responsibilities

• Administer assigned client relationships and various types of accounts
• Serve as secondary point of contact for clients
• Assist in the interpretation of trust instruments
• Oversee trust funding and asset movements
• Review and process distribution requests
• Prepare discretionary distribution documentation
• Ensure income vs. principal accuracy
• Maintain and organize all records and trust files to ensure proper record-keeping in order to comply with all trust documents and regulations
• Manage conflict resolution and sensitive family dynamics
• Assist with audits and identification of fiduciary risks
• Support process improvements
• Monitor deadlines and compliance obligations
• Directly report to and collaborate with VP, Senior Wealth Strategists and Relationship Officers on trust and estate matters
• Support Relationship Manager on new business generation
• Adhere to all relevant regulations, including USA Patriot Act and Anti-Money Laundering Program
• Identify and resolve issues by comparing account information to system reports

Skills

Trust & estate

Regulatory compliance

Client relationship management

Financial reporting

Microsoft Office

Trust accounting software

Education

Tools

Trust accounting software

Job description

Preferred Legacy National Trust Bank in Charleston/Summerville seeks a detail-oriented Trust and Estate Associate to support the administration of complex fiduciary relationships. You will work closely with senior officers to ensure regulatory compliance, accurate accounting, and exceptional client service while handling multigenerational wealth planning, trusts, and fiduciary accounts.

This role offers exposure to sophisticated wealth structures and requires discretion.