Trust Administrator Salary at Plan Of Pa BETA

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents. Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network. We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world. As a growing global firm with offices in 20 majo

Trust Counsel works with the Legal Department Directors to act as in-house counsel for CTC, reviewing trust agreements and other documents, drafting documents for CTC, advising CTC staff on legal matters, and working with CTC’s Trust Administrators in the administration of trusts. Trust Counsel is responsible for assuring that CTC’s fiduciary responsibilities are properly discharged, that clients are served expeditiously and professionally, and that CTC’s business is conducted in a manner that accomplishes the goals of CTC’s clients without creating undue risk to CTC. Trust Counsel must combine exemplary client service with diligent risk management. It is essential that Trust Counsel develop good working relationships with outside professionals, clients, and colleagues. Trust Counsel must be detail-oriented and have excellent communication skills. EDUCATIONAL BACKGROUND & EXPERIENCE: •JD from an accredited law school; LLM in Taxation preferred. •Licensed to practice law and in good sta

⭐️Associate Attorney: Trusts and Estates. This is a direct hire position, offering up to $170k salary based on experience. As an Associate Attorney, you will play a critical role in providing comprehensive legal services to our clients. Responsibilities will encompass drafting various estate planning documents, assisting with estate and trust administration, and handling a diverse range of legal matters. Your exceptional client management and communication skills will be vital as you interact with clients and contribute to the firm's continued success. Your responsibilities would include, but are not limited to: Assist with estate and trust administration, including drafting family settlement agreements and trust modification agreements, and participating in estate and trust accountings. Draft wills, revocable and irrevocable trusts, health care directives and powers of attorney. Conduct legal research in the areas of estates, trusts and taxation. Preparation and review of personal and

⭐️Associate Attorney: Orphan’s Court Litigation. This is a direct hire position, offering $95,000-$120,000 salary based on experience. Your responsibilities would include, but are not limited to: Represent clients in matters related to contested estates, guardianship proceedings, and trust administration Preparing legal documents such as petitions, motions, and briefs for Orphan’s court proceedings Provide legal counsel on Trust & Estates issues, which may include the drafting and reviewing of wills, trusts, and estate plans Collaborate with partners and clients to develop effective legal strategies, attend court hearings and trials, and handle depositions when needed Manage discovery, motion practice, and settlement negotiations Requirements: Active license in good standing to practice law in Pennsylvania (admission to other State Bars is a plus) 2-3 years of experience as an Attorney in Pennsylvania Strong writing, communication and presentation skills Comprehensive litigation experi

Trust Administrator - $80,000 to $100,000 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

Our client, a distinguished boutique law firm in the Philadelphia suburbs, is looking for a dedicated T&E Orphans Court Litigation Associate to join their team (if interested can also grow into T&E planning). This role provides the chance to work on complex legal matters and develop your litigation skills under top mentors! Key Responsibilities: Represent clients in contested estates, guardianship proceedings, and trust administration Prepare legal documents for Orphans Court proceedings Provide legal counsel on Trusts & Estates issues Collaborate with partners and clients to develop effective legal strategies Qualifications: JD with 2+ years of litigation experience Active PA bar admission Strong writing, communication, and presentation skills Familiarity with Trusts & Estates administration practices Why Join Our Client: Supportive and collaborative work environment Opportunities for professional growth and advancement Competitive salary and benefits package Flexible work arrangement

Trust Administrator II The Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying with all requisite policies and procedures. This role may act as the intermediary to the organization on behalf of clients and coordinate service activities with other areas of the organization. Position Competencies Successful incumbents possess integrity and trust, listening skills, problem solving skills, are focused on the customer and have a drive for results. Position Responsibilities: ADMINISTRATION * Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable laws, and consistent with the needs of the principals, income beneficiaries, and remaindermen. * Reviews a

Malvern, PA area Family Office seeking Trust Officer and Sr. Trust Officer. 5-15 years of experience in Trusts & Estates working with high-net-worth clients. Must have experience with trust administration, trust accounting and estate planning. Hybrid work arrangement.