Senior Associate - Trust & Estate - Family Office

Blue Trust•Alpharetta, GA

About The Position

The Senior Associate - Trust & Estate is responsible for supporting the Senior Advisor - Trust & Estate in serving Family Office clients with excellence by providing technical expertise in estate, gift, trust and charitable planning. This role will serve as a technical authority on sophisticated estate, trust, and wealth transfer strategies, partnering closely with Family Office Advisors, attorneys, and tax professionals. Assists with the development of educational materials for various estate, trust and charitable planning strategies.

Requirements

Strong verbal and written communication and presentation skills.
Demonstrated ability to simplify complex financial issues.
Desire to serve clients and co-workers with excellence.
Aptitude and passion for learning new things with a strong work ethic.
Proven technical, analytical, and problem-solving skills.
Proactive planning and responsiveness to urgent needs.
Capability to excel in a team environment.
Strong organization skills and systems acumen.
Strong business mathematical skills and keen attention to detail.
Personal integrity and ability to discreetly handle confidential data.
Adept at prioritization with ability to complete multiple time-sensitive tasks.
Proficiency in Microsoft Office with a high level of expertise in MS Excel and proven capability utilizing company’s industry-specific software.
Comfortable working in a professional environment that requires flexibility and responsiveness.
Proficient in the use of AI to enhance efficiency and client deliverables
Proficient in using Brentmark Estate & Charitable Planner, Luminary, Bloomberg Industry Group (BNA Portfolios), and other resources.
Bachelor’s degree Accounting, Pre-Law, or related field
A minimum of 5 years of experience in estate, trust, and charitable planning
Strong technical knowledge of estate and gift tax laws, trust structures, wealth transfer and charitable planning strategies
Experience working with UHNW clients

Nice To Haves

Certified Estate Planner (CEP)
CPA (with estate/tax focus)
Juris Doctor (with estate/tax focus)

Responsibilities

Collaborate with Family Office Advisors on client strategy design and case consultation
Assist and/or participate in client meetings as a technical specialist to explain planning strategies in a clear, client-friendly manner
Prepare complex estate planning diagrams in Luminary based on the legal documents and client’s financial information.
Review client balance sheets, estate documents, and existing structures to identify optimization opportunities.
Understand and support the counsel and biblical basis upon which Blue Trust serves its client base.
Approach work, interactions and relationships in a manner consistent with the Company’s Core Values.
Maintain the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.
Evaluate existing estate plan and trust structures and recommend enhancements or restructuring
Design customized estate, trust and charitable planning strategies aligned with client goals, such as: Business succession planning, Recap, gifts, installment sales, Multigenerational wealth transfer and design, FLPs/LLCs, GRATs, IDGTs, QPRTs, Installment Sales, Charitable planning strategies and design, CRTs, CLTs, DAF/PF
Assist Family Office Advisor with design, analysis and implementation of wealth transfer and charitable strategies
Partner with internal teams (investment, tax, legal, insurance) to deliver integrated wealth transfer solutions
Coordinate with external professionals (attorneys, CPAs, trustees) on design and implementation of strategies
Provide education to Family Office Advisors and Family Office Planners on estate, trust and charitable planning opportunities and emerging strategies
Develop white papers, presentations, and planning materials for UHNW clients
Monitor legislative changes and communicate implications proactively