West Palm Beach, FL30+ days ago
Juris Doctor degree and three or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns Positive attitude and willingness to learn and grow Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail Establishes and maintains effective working relationships with peers and strategic partners Must be articulate, organized, and attentive to instructions and deadlines Self-starter with the ability to juggle several deadlines, and high personal accountability Approaches problems with a sense of urgency, creativity, and tenacity The ability to operate in a dynamic and fast-paced environment is essential Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology Collaborative and able to work effectively in a team environment as a participant or leader Versatile, flexible, and a willingness to work within constantly changing priorities. The ADWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history.