Trust & Estate Operations Associate - Family Office
Created at: August 08, 2025 00:43
Company: Cerity Partners Management
Location: New York, NY, 10001
Job Description:
The Cerity Partners Family Office is seeking a highly organized and detail-oriented Trust & Estate Operations Associate to join our Estate Planning Group. In this role, you will manage project workflows, review legal documents, and prepare client-facing materials. The ideal candidate is eager to learn, thrives in a fast-paced environment, and brings a proactive, problem-solving mindset to all aspects of their work. Primary Responsibilities: Project & Workflow Management Track open items across …