Trust Associate
Full-time
Cummins Worldwide
TRUST ASSOCIATE wanted — Join Our Great Team in Clearwater, FL!
Location: Clearwater, Florida
Schedule: Monday–Friday | 7:00 AM – 3:00 PM | In-Office
Cummins Worldwide is a full-service company providing integrated solutions in Accounting, Human Resources, Tax and Legacy Planning, and Wealth Management through one experienced team.
With decades of expertise and a commitment to complete visibility, we help individuals, families, and businesses simplify complex financial and operational needs without the hassle of coordinating multiple firms. Our mission is to provide exceptional client service through accuracy, integrity, collaboration, and continuous improvement.
Position Overview
We're looking for an analytical and detail-oriented Trust Associate to join our growing Estate Planning and Legacy Services Division.
This position is ideal for someone who enjoys research, solving complex problems, learning new concepts, and helping clients protect their families, businesses, and long-term financial goals.
You'll work closely with our Director of Estate Planning and Legacy Services, assisting with estate planning coordination, trust administration support, client communication, legal and tax research, document preparation, and the development of efficient systems that support our expanding Family Office practice.
If you enjoy continuous learning, thrive in a professional environment, and want to build expertise in trusts, estate planning, tax strategies, and wealth preservation, we'd love to meet you.
What You'll Do
Trust & Estate Planning Support
Research trust administration, estate planning, tax planning, and business succession strategies.
Prepare research summaries and internal memorandums.
Assist in drafting client documents, agreements, checklists, and planning materials.
Client & Project Coordination
Coordinate with attorneys, accountants, financial advisors, trustees, and other professionals.
Track planning milestones, annual reviews, deadlines, and client follow-up activities.
Operations & Process Development
Monitor legislative and tax developments affecting estate planning and summarize important updates.
Collaborate with the Accounting Division to support integrated tax and financial planning for clients.
You're the One If You
Have a Bachelor's degree in Legal Studies, Paralegal Studies, Finance, Accounting, Business, Taxation, Estate Planning, or a related field.
Have internship or professional experience in a law firm, accounting firm, financial services, trust administration, estate planning, probate, banking, or a Family Office environment.
Enjoy research, analysis, and solving complex problems.
Communicate clearly and professionally, both verbally and in writing.
What We Offer
Competitive weekly pay (paid every Friday)
Long-term career growth opportunities
Direct mentorship from experienced Legacy Planning professionals
Exposure to trusts, estate planning, tax strategies, Family Office services, and wealth preservation
A collaborative team committed to continuous learning and operational excellence
A unique opportunity to help build and shape an expanding Legacy Services Division from the ground up
Ready to apply—or know someone who would be a great fit?
We'd love to hear from you!
Vacancy posted 2 days ago
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