Wealth Management Attorney

7 days ago


Boston, United States Elgen Staffing Full time
Job DescriptionJob Description

Our client, a prestigious law firm, has an immediate need for an experienced Wealth Management Attorney, to join their winning team in Boston.

 

Our candidate of choice will bring a minimum of 3-5 years of experience in sophisticated estate planning and trust and estate administration.

 

KEY RESPONSIBILITIES:

  • Develop long-term estate planning strategies for private clients.
  • Draft estate planning documents and handle estate and trust administration matters.
  • Work closely with family businesses and charitable institutions to meet their unique needs.
  • Provide tailored investment management advice and oversee income tax advice and return preparation.
  • Service and develop existing client relationships.

 

KEY REQUIREMENTS:

  • Minimum of 3-5 years of relevant experience in estate planning and trust administration.
  • Strong organizational skills and a proactive approach to managing workload.
  • Ability to work independently in a busy environment.
  • Excellent communication and interpersonal skills.

 

 

Please apply today to be immediately considered for the role

 

Elgen Staffing is the fastest growing staffing agency in New Jersey. With a deep understanding of today's hiring trends and technologies we have the ability to leverage the most effective recruiting methods to find the best candidates across numerous markets and industries and place them into the appropriate position successfully. Please allow us to help you find your dream job today



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