Careers

Estate Client Services Specialist – Based in Colorado Springs

As an Estate Client Services Specialist, you will play a meaningful role in guiding families through some of life’s most significant transitions. Working alongside attorneys, financial advisors, tax professionals, and our internal team, you’ll help administer estates with excellence, compassion, and attention to detail. This position combines client service, project coordination, and estate administration in a collaborative environment where your work directly impacts families and the legacies they leave behind.

Estate Client Services Specialist – Based in Fort Collins

As an Estate Client Services Specialist, you will play a meaningful role in guiding families through some of life’s most significant transitions. Working alongside attorneys, financial advisors, tax professionals, and our internal team, you’ll help administer estates with excellence, compassion, and attention to detail. This position combines client service, project coordination, and estate administration in a collaborative environment where your work directly impacts families and the legacies they leave behind.

Finance Assistant

As a Finance Assistant, you will play an important role in supporting the financial and operational work that helps our team serve families well. Working alongside our finance and client service teams, you’ll assist with account maintenance, reconciliations, fee calculations, distributions, financial records, and new client onboarding. This position combines financial administration, attention to detail, and client coordination in a collaborative environment where accuracy, integrity, and thoughtful service are essential to the work we do.