Trust and Estate Operations Specialist

2 weeks ago


Pennsylvania, United States Tatum by Randstad Full time

Estate and Trust Operations Specialist - Competitive Salary (REMOTE)

An exciting opportunity exists with a Lancaster County based firm for an Estate and Trust Operations Specialist.

After completing a comprehensive 6-12 week onboarding process, the Estate and Trust Operations Specialist will have the flexibility to work remotely. Candidates should reside within a two-hour radius of Lancaster County, Pennsylvania.

This role will primarily focus on operational support within a larger Trust and Estate Planning Division. Key responsibilities include:

**Collaborating with the team to streamline efforts related to client matters across Estate Planning and Trust Administration Divisions

**Assisting the team with the operational execution of Estate and Trust Administration tasks

A Bachelor’s Degree along with a minimum of two years of experience in Estate Planning, Trust Administration, Estate Tax Planning, or Trust Tax is essential.



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