Estate Associate

An esteemed and rapidly growing wealth management firm with over $7 billion in assets under management is excited to announce an opportunity for an Estate Associate to join their Portland, ME office. This dynamic role offers the chance to be part of a collaborative and experienced team, where you will play a critical role in the administration of deceased clients’ individual and trust accounts. The Estate Associate will work closely with company trustees, carefully review wills, trust agreements, and related documentation to determine appropriate asset distribution, and coordinate with beneficiaries, attorneys, and internal departments throughout the estate settlement process.

Ideal candidates will bring experience from a bank trust department, law firm, or public accounting background, with a strong foundation in trust and estate law, fiduciary principles, and estate planning document analysis. Exceptional relationship management, attention to detail, and problem-solving skills are essential.

This hybrid position offers a competitive base salary of up to $70,000 plus bonus potential, along with an outstanding benefits package that includes 100% company-paid health insurance, 401(k) with employer contributions, and company-paid parking. This is a unique opportunity to grow your career with a respected firm that values both professional excellence and personal well-being. Apply today to be part of something exceptional!

Job Code: 18671