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Trust & Estate Attorney - FL Trust Company

ECG Resources

Trust & Estate Attorney - FL Trust Company

West Palm Beach, FL
Full Time
Paid
  • Responsibilities

    Seeking Trust & Estate Attorney to serve as lead executive for a South Florida based Trust Company.

    Ultra-High Net Worth Clients (25mm+). Includes Trust Planning, Trust Administration, Client Growth, and Strategic Business Planning.

    Candidate Requirements:

    • Requires 10+ years' experience working in trust and estate planning.
    • Proven success in cultivating relationships and acting as a trusted advisor to UHNW individuals, families, and entities.
    • Proficient in crafting and refining complex trust structures.

    Executive Responsibilities:

    • Develop departmental objectives, policies, and protocols.
    • Recruit and train a highly capable team, cultivating a culture of professionalism, trust, and client-centered service.
    • Review trust and estate plans for UHNW clients.
    • Work with founders to help foster and close new business relationships.
    • Build strong relationships, while serving as a trusted advisor to UHNW individuals, families, and organizations.

    Additional Information:

    • Competitive salary, performance-based bonuses, and equity.

    The position is based in South Florida - candidates willing to relocate are encouraged to apply.