Senior Trust & Estate Strategist
blue trustAlpharetta, GA
yesterday
Occupations
Executive Secretaries and Executive Administrative AssistantsLegal Secretaries and Administrative AssistantsSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveIndustries
Trusts, Estates, and Agency AccountsTrust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceAbout the role
Blue Trust is seeking a Senior Associate - Trust & Estate to support the Senior Advisor in delivering sophisticated estate, gift, trust, and charitable planning for Family Office clients. You will act as a technical authority, collaborating with advisors, attorneys, and tax professionals to design and implement wealth transfer strategies.
You will also help develop educational materials and participate in cross-functional initiatives to ensure client outcomes meet the firm's standards and
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JOB OVERVIEW
Experience level
Senior
Location
Alpharetta, GA
Occupation
Executive Secretaries and Executive Administrative Assistants
Industry
Trusts, Estates, and Agency Accounts
Posted
yesterday
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