Associate- 3567917

United States·Fort Myersmid

OtherAssociate

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Quick Summary

Overview

Job Title: Associate Location: Fort Myers, Florida 33902 Salary/Payrate: $110K-$140K annually and AWESOME benefits!!! Work Environment: Hybrid Term: Permanent / Fulltime Bachelor’s degree required: Yes Referral Fee: AMS will pay $500 should the person you refer gets hired Job Description:…

Key Responsibilities

Advise high-net-worth clients on estate planning and wealth preservation strategies Draft and review estate planning documents, including: Last Wills & Testaments Revocable and Irrevocable Trusts Powers of Attorney and ancillary documents Handle…

Requirements Summary

Minimum 5+ years of experience in trusts & estates and estate administration LL.M. in Taxation or related field preferred Active member of the Florida Bar in good standing Strong organizational skills with the ability to manage multiple matters…

Technical Tools

OtherAssociate

What We Offer

~1 min read

Responsibilities

~1 min read

→Advise high-net-worth clients on estate planning and wealth preservation strategies
→Draft and review estate planning documents, including:
→Last Wills & Testaments
→Revocable and Irrevocable Trusts
→Powers of Attorney and ancillary documents
→Handle estate and trust administration matters from start to finish
→Maintain direct client relationships with a high level of professionalism and service

Requirements

~1 min read

Minimum 5+ years of experience in trusts & estates and estate administration
LL.M. in Taxation or related field preferred
Active member of the Florida Bar in good standing
Strong organizational skills with the ability to manage multiple matters efficiently
Excellent written and verbal communication skills
Professional, personable, and client-focused with a strong work ethic