Wealth Management Attorney
2 weeks ago
We are seeking an experienced Wealth Management Attorney to join our team at Elgen Staffing in Boston.
The ideal candidate will have a minimum of 3-5 years of experience in sophisticated estate planning and trust administration.
Key Responsibilities:
- Develop comprehensive estate planning strategies for high-net-worth individuals.
- Draft and review estate planning documents, including wills, trusts, and powers of attorney.
- Manage estate and trust administration matters, including probate and estate tax planning.
- Provide investment management advice and oversee income tax planning and return preparation.
- Build and maintain strong relationships with clients and their families.
Requirements:
- Minimum of 3-5 years of experience in estate planning and trust administration.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently in a fast-paced environment.
We are committed to finding the best candidates for our clients and providing exceptional service to our clients and candidates alike.
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Wealth Management Attorney
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