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Senior Estate Officer – Wealth & Trusts Leader

Job in New York, New York County, New York, 10261, USA
Listing for: TwinThread
Full Time position
Listed on 2026-05-23
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
  • Law/Legal
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: New York

Twin Thread is seeking a Wealth Management Solutions Estate Officer - VP to oversee estate administration and trust management. You will analyze trust documents, handle investment decisions, and collaborate with beneficiaries and advisors to ensure effective service delivery.

Applicants should have at least 7 years of relevant experience, strong knowledge of trust and estate law, and proven client relationship skills. A Bachelor's Degree is required, with an MBA or J.D. preferred.

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Position Requirements
10+ Years work experience
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