Estate Settlements Services Associate (Finance)

TL;DR

Estate Settlement Services Advisor (Finance): Supporting advisors and high-net-worth clients through the estate and trust settlement process with an accent on document analysis and fiduciary coordination. Focus on interpreting wills and trust provisions, streamlining administrative transitions, and ensuring compliance with legal and tax standards.

Location: Onsite in Albany, NY, United States

Salary: $60,000 - $100,000

Company

A leading global investment banking, securities, and investment management firm.

What you will do

• Analyze wills and trust documents to provide clear summaries for advisors.
• Educate colleagues and advisor teams on estate and trust concepts.
• Collaborate with internal risk, compliance, and operations teams to ensure smooth process flows.
• Coordinate administrative processes following a client's passing.
• Liaise with external attorneys, tax advisors, and fiduciaries.
• Contribute to internal training materials and team effectiveness initiatives.

Requirements

• Bachelor's degree (advanced degree preferred).
• 3–6 years of experience in financial services, estate administration, or trust operations.
• Foundational knowledge of estate planning and administration concepts.
• Strong written and verbal communication skills for explaining complex information.
• Ability to manage multiple deadlines and detailed documentation.
• Must be based in or able to work from Albany, NY.

Culture & Benefits

• Competitive wellness offerings and comprehensive benefits.
• Opportunities for professional growth through training and development.
• Inclusive environment with firmwide networks and diversity initiatives.
• Personal finance offerings and mindfulness programs.
• Collaborative work culture focused on high-quality client experience.