Senior Associate Trust & Estate Family Office

By submitting an application for employment with Blue Trust you consent and agree that your information may be shared with a third-party staffing firm contracted by Blue Trust.

About Blue Trust:

For more than 45 years Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life helping them steward what has been entrusted to them with clarity confidence and purpose. As a national wealth management company with over $62 billion in assets under advisement Blue Trust serves more than 11000 clients across the country. (as of 12/31/2025 and subject to change).

Position Overview: The Senior Associate - Trust & Estate is responsible for supporting the Senior Advisor - Trust & Estate in serving Family Office clients with excellence by providing technical expertise in estate gift trust and charitable planning. This role will serve as a technical authority on sophisticated estate trust and wealth transfer strategies partnering closely with Family Office Advisors attorneys and tax professionals. Assists with the development of educational materials for various estate trust and charitable planning strategies.

Principal Accountabilities:
Client & Advisor Support

• Collaborate with Family Office Advisors on client strategy design and case consultation
• Assist and/or participate in client meetings as a technical specialist to explain planning strategies in a clear client-friendly manner
• Prepare complex estate planning diagrams in Luminary based on the legal documents and clients financial information.
• Review client balance sheets estate documents and existing structures to identify optimization opportunities.
• Understands and supports the counsel and biblical basis upon which Blue Trust serves its client base.
• Approaches work interactions and relationships in a manner consistent with the Companys Core Values.
• Maintains the highest Compliance standards by adhering to the companys Human Resources guidelines Compliance policies and procedures professional designation standards and industrys regulatory standards to mitigate risk to the company.

Planning Strategy Development

• Evaluate existing estate plan and trust structures and recommend enhancements or restructuring
• Design customized estate trust and charitable planning strategies aligned with client goals such as:
  • Business succession planning
    • Recap gifts installment sales
  • Multigenerational wealth transfer and design
    • FLPs/LLCs GRATs IDGTs QPRTs Installment Sales
  • Charitable planning strategies and design
    • CRTs CLTs DAF/PF

    Cross-Functional Collaboration

• Assist Family Office Advisor with design analysis and implementation of wealth transfer and charitable strategies
• Partner with internal teams (investment tax legal insurance) to deliver integrated wealth transfer solutions
• Coordinate with external professionals (attorneys CPAs trustees) on design and implementation of strategies

Education & Thought Leadership

• Provide education to Family Office Advisors and Family Office Planners on estate trust and charitable planning opportunities and emerging strategies
• Develop white papers presentations and planning materials for UHNW clients
• Monitor legislative changes and communicate implications proactively

• Strong verbal and written communication and presentation skills.
• Demonstrated ability to simplify complex financial issues.
• Desire to serve clients and co-workers with excellence.
• Aptitude and passion for learning new things with a strong work ethic.
• Proven technical analytical and problem-solving skills.
• Proactive planning and responsiveness to urgent needs.
• Capability to excel in a team environment.
• Strong organization skills and systems acumen.
• Strong business mathematical skills and keen attention to detail.
• Personal integrity and ability to discreetly handle confidential data.
• Adept at prioritization with ability to complete multiple time-sensitive tasks.
• Proficiency in Microsoft Office with a high level of expertise in MS Excel and proven capability utilizing companys industry-specific software.
• Comfortable working in a professional environment that requires flexibility and responsiveness.
• Proficient in the use of AI to enhance efficiency and client deliverables
• Proficient in using Brentmark Estate & Charitable Planner Luminary Bloomberg Industry Group (BNA Portfolios) and other resources.

Education Experience & Skills Required:

• Bachelors degree Accounting Pre-Law or related field
• A minimum of 5 years of experience in estate trust and charitable planning
• Strong technical knowledge of estate and gift tax laws trust structures wealth transfer and charitable planning strategies
• Experience working with UHNW clients

Preferred Certifications (one or more):

• Certified Estate Planner (CEP)
• CPA (with estate/tax focus)
• Juris Doctor (with estate/tax focus)

Why Join Blue Trust

At Blue Trust youll join a team of inspiring leaders and become part of a vibrant culture that is focused on impacting the lives of our clients for generations to come. If youre ready to take on a challenging rewarding role in a company that values excellence and eternal impact wed love to hear from you!

By submitting an application for employment with Blue Trust you consent and agree that your information may be shared with a third-party staffing firm contracted by Blue Trust.