Job Description
Company Description Howland Capital is an independent registered investment adviser that provides tailored wealth management services to individuals, families, foundations, and institutions. Founded in 1967 as a family office, the firm has grown into a multifaceted private investment advisor while maintaining its focus on prudent, personal counsel. Howland Capital is committed to independence, allowing it to offer stability, continuity, and objective guidance to clients. The firm’s goal is to help clients ensure their wealth is a positive influence in their lives, especially in a constantly changing investment environment.
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Role Description The Estate and Trust Associate will work directly with Howland Capital’s Chief Fiduciary Officer to support Howland Capital’s portfolio management, portfolio administrators, tax team, and clients. The Estate and Trust Administrator is responsible for coordinating review of client trusts and estate planning as well as assisting with estate and trust administration.
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Essential Functions
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• Conduct high-level summary reviews of client estate plans to identify key provisions and potential areas of concern
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• Assist the Chief Fiduciary Officer in conducting regular, detailed reviews and cataloging of trust documents
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• Oversee administration of client estates, ensuring accurate tracking and execution of necessary steps in estate settlement
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• Maintain a comprehensive calendar to monitor estate tax return due dates, disclaimer dates, termination dates, and other estate and trust-related event dates
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• Re-register client accounts to reflect trustee or beneficiary changes in a timely manner
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• Support the Chief Fiduciary Officer in drafting, preparation, and execution of Trustee Appointments, Release Agreements, Promissory Notes, and other documents
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• Prepare and maintain probate accounting reports and filings for selected estates and trusts
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• Maintain and review updated IRA beneficiary designations
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• Prepare and distribute Crummey withdrawal notices and process premium payments for all Irrevocable Life Insurance Trusts (ILITs)
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• Organize trust and estate files for accuracy and accessibility
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Qualifications and Educational Requirements
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- Bachelor’s degree required; paralegal certification, CTFA, CPA, or other relevant credentials preferred
- Excellent phone presence, verbal and written skills
- Ability to manage and prioritize multiple tasks and projects
- Ability to work independently and collaboratively with various teams within the firm
- Strong organizational skills with great attention to detail
- Proficiency in MS Office products (Outlook, Word, Excel)
- Prior experience in financial services or law preferred
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Other Responsibilities
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• Howland Capital will train the right candidate on all systems; however, experience with any of the following is a plus: Tamarac, Microsoft Dynamics CRM, Brentmark
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• Manage and/or assist with projects as needed
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Benefits
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• Howland Capital Management offers a competitive compensation and benefits package, including health care, dental, vision, long-and short-term disability, profit sharing plan, 401k matching program, firm paid commuter benefit and tuition assistance.
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• There is a flexible work environment with the ability to work remotely for some portion of the work schedule.
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• Howland Capital Management is committed to recruiting, hiring, developing and promoting financial service professionals and other employees without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, or disability. As a firm, we value contributions of all employees, and do not tolerate harassment or discrimination of any type.
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Salary Range
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$58,000 - $75,000