Job Description

Trust Administrator - $85,000 to $105,000 plus bonus (HYBRID WORK SCHEDULE)

Unique opportunity to join a small firm in Malvern as a Trust Administrator / Trust Officer.

After a 60 - 90 day onboarding process, this role can be aggressively hybrid - working 3-4 days a week remotely. This client has a proven track record of flexibility, excellent work / life balance and being extremely family friendly.

Job responsibilities include–

• Estate Administration - including preparing and filing probate documents
• Trust Administration - including preparing withdrawal right notices and appointments of successor trustees
• Prepare Trust and Estate accountings
• Draft simple wills and correspondence
• Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns

Our client is an outstanding organization that is committed to providing a career track for this hire. I will only respond to qualified candidates living within 90 miles of South Central Pennsylvania.

Adam.Fisher@tatum-us.com

Job Tags

Remote job, 3 days per week,

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