Overview:
Combine your business and finance knowledge with your passion for helping people during vulnerable periods of their lives. Serve as the primary fiduciary liaison for a portfolio of clients, pertaining to administration of Trusts, Probates and Conservatorships and Guardianships, ensuring seamless coordination between various departments and staff members.
What you'll do:
- Act as a client liaison by managing finances for individuals
- Ensure legal compliance, tax management, and reporting
- Document assets and income management
- Attend court hearings
What you'll gain:
- Hybrid work schedule
- Fitness center on site
- Competitive compensation and bonus potential
Who you are:
- Bachelor's degree in Accounting/Finance or Psychology/Social Work
- 2+ years experience with financial project management
- Excellent verbal and written communication skills