Top 21716 Trust advisor Jobs

Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
Quick Apply
Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent —Appleton, WI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Financial Advisor - Southern MN
Thrivent —Rochester, MN
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Financial Advisor - Lansing, MI
Thrivent —Lansing, MI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Licensed Financial Services Advisor
First State Bank & Trust —Basehor, KS
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
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Financial Advisor - Chattanooga
Thrivent —Chattanooga, TN
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas
Thrivent —Missoula, MT
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
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Founding Middle School Math Teacher 2026-27
Elm Community Charter School —Elmhurst, NY
- $67,000 - $100,000 a year
- Full-time
- Background check
- School experience
- Classroom
- Health insurance
- Dental insurance
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Paralegal - Estate Administration
Confidential —Chester County, PA
- Full-time
- 5 years
- In-person
- Senior level
- Health insurance
- Dental insurance
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Financial Advisor – Fort Wayne, IN and surrounding areas
Thrivent —Fort Wayne, IN
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Estate Planning Associate (3+ years)
Meister Seelig & Schuster PLLC —New York, NY
- $160,000 - $190,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Macomb County, MI and Surrounding Areas
Thrivent —Sterling Heights, MI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Idaho Trust Bank —Boise, ID
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Paralegal (Senior) - Probate and Trust Administration
DenHerder & Associates —San Diego, CA
- $70,000 - $105,000 a year
- Full-time
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Service Advisor
Honda of The Bronx —Bronx, NY
- $62,492.12 - $75,259.33 a year
- Full-time
- Dealership
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Account Manager
FPS Apparel —Chester, NY
- $20 - $23 an hour
- Full-time
- CRM software
- Microsoft Excel
- Sales
- Health insurance
- Dental insurance
Quick Apply
Member Engagement Sales & Service Advisor - West Bend WI - August 17th Start
Delta Defense, LLC —West Bend, WI
- From $21 an hour
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Associate's degree
- Paid training
- Health savings account
13d
ITTS - International Corporate Tax Advisory Manager - FY26 - HDG #841
EY —San Jose, CA
- $116,200 - $242,000 a year
- CPA
- Writing skills
- Research
- Paid holidays
- Health insurance
Sales and Service Hiring Event July 16
Blue Compass RV Redmond —Redmond, OR
- $72,000 - $150,000 a year
- Full-time
- Dealership
- Organizational skills
- Retail management experience
- Paid training
- Paid holidays
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9d

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Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

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Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Bachelor's degree
Attention to detail
Legal drafting
Client services experience
Law office experience

Full Job Description

Job Summary
We are seeking an experienced estate planning paralegal or financial services administrator to manage complex, high‑net‑worth client matters with a strong emphasis on project management, asset organization, and financial coordination. This role is ideal for someone with a background in financial services, asset management, wealth management, or private banking, who understands the intricacies of high‑value portfolios and family office dynamics.

While traditional legal drafting is not the core focus, familiarity with estate planning documents is expected. The role requires exceptional organizational skills, client service, and the ability to coordinate multiple workstreams across legal, financial, and tax advisors.

Key Responsibilities

Manage all aspects of high‑net‑worth estate planning files, acting as the primary point person to ensure seamless execution from inception to completion of the client’s estate plan.
Coordinate asset information, including collecting, organizing, and maintaining detailed records of investment accounts, business interests, real estate holdings, insurance, and other complex assets.
Serve as a liaison among attorneys, financial advisors, accountants, trustees, and clients to ensure accurate communication and follow‑through.
Track project timelines, deliverables, and outstanding tasks; proactively identify next steps and potential issues.
Assist in the preparation and organization of schedules of assets, trust funding tasks, beneficiary designations, and related estate planning action items.
Prepare documentation related to trust funding and asset transfers; communicate with financial institutions to execute instructions.
Maintain and update client estate plans, including coordinating revisions and ensuring consistent version control.
Support attorneys in complex planning matters including charitable structures, and multi‑generational planning.
Bonus: Prepare or assist with the preparation of gift tax returns (Form 709) and/or estate tax returns (Form 706).
Manage internal systems, file workflows, and databases to ensure compliance and accuracy.

Qualifications

Bachelor’s degree required; paralegal certificate preferred.
3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.
Strong understanding of financial accounts, asset titling, and wealth management concepts.
Exceptional project management skills; ability to juggle multiple complex matters simultaneously with precision.
Highly organized, meticulous, and detail‑oriented.
Strong communication skills and ability to interface professionally with sophisticated clients and advisors.
Proficiency with Microsoft Office; experience with estate planning or wealth management software a plus.
Ability to maintain strict confidentiality in handling sensitive financial and personal information.

Preferred Skills (Not Required)

Experience preparing Form 709 Gift Tax Returns.
Experience supporting Form 706 Estate Tax Returns.
Experience working in a law firm, private bank, RIA, or family office environment.
Familiarity with advanced estate planning strategies and structures.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Paralegal: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

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Estate Planning Paralegal

Financial Advisor - Appleton, WI and Surrounding Areas

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Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas

Founding Middle School Math Teacher 2026-27

Paralegal - Estate Administration

Financial Advisor – Fort Wayne, IN and surrounding areas

Estate Planning Associate (3+ years)

Financial Advisor - Macomb County, MI and Surrounding Areas

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Paralegal (Senior) - Probate and Trust Administration

Service Advisor

Account Manager

Member Engagement Sales & Service Advisor - West Bend WI - August 17th Start

ITTS - International Corporate Tax Advisory Manager - FY26 - HDG #841

Sales and Service Hiring Event July 16

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