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Cresset · 2 weeks ago

ASSOCIATE DIRECTOR, WEALTH STRATEGIST

Atlanta, GA

Full-time

Onsite

Mid, Senior Level, Lead/Staff

$110K/yr - $130K/yr

3+ years exp

Cresset Capital is an independent, award-winning multi-family office and private investment firm focused on optimizing wealth and life for its clients. The Associate, Wealth Strategist will support senior strategists in providing comprehensive wealth planning and advisory services, ensuring client needs are met with a high level of service and expertise.

Asset ManagementConsultingFinancial ServicesLegalWealth Management

Responsibilities

Support senior wealth strategists in serving family office, non-family office and Cresset Catalyst clients

Serve as an internal resource for advisors

Support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory

Review and summarize existing documents, providing observations for amendments or opportunities for additional planning

Run tax projections, model advanced planning techniques, and provide ongoing advice regarding the administration of family structures

Qualification

Juris Doctor degreeTrustEstate experienceWealth transfer planningTrust administrationTax knowledgeAnalytical skillsTechnical skillsMathematical calculationsMicrosoft Office proficiencyCritical-thinking skillsTeam collaboration

Required

Juris Doctor degree and three or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company

Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients

Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties

Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials

Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns

Positive attitude and willingness to learn and grow

Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail

Establishes and maintains effective working relationships with peers and strategic partners

Must be articulate, organized, and attentive to instructions and deadlines

Self-starter with the ability to juggle several deadlines, and high personal accountability

Approaches problems with a sense of urgency, creativity, and tenacity

The ability to operate in a dynamic and fast-paced environment is essential

Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity

Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology

Collaborative and able to work effectively in a team environment as a participant or leader

Versatile, flexible, and a willingness to work within constantly changing priorities