Trust and Estate Administrator
4 weeks ago
Verrill is actively reviewing resumes for a Trust and Estate Administrator for our Boston, Massachusetts Office. As one of New England’s top full-service law firms, we are interested in hiring talented individuals to join our team. Verrill offers a competitive salary and benefits package, as well as a flexible hybrid work environment in which our employees can grow and prosper both professionally and personally.
This role is a full-time, non-exempt position providing comprehensive client service, administrative, and operational support to the Private Clients and Fiduciary Services Group (FSG) in the administration of trust and estate management.
Trust administration responsibilities include, but are not limited to: initiating various trust distributions and payments; preparing and distributing regular statements; eFiling documents, statements, and tax returns; preparing accountings; maintaining the FSG trust database; assisting clients, trustees, beneficiaries, accountants, investment advisers and managers, as well as internal departments, with the ability to successfully multi-task in a fast-paced environment.
Estate administration responsibilities include, but are not limited to: under attorney supervision, managing the complete administration process of estates, including preparing, reviewing, and maintaining estate documents, reviewing asset valuations, settling outstanding debts, and distributing assets to beneficiaries; preparing and filing probate documents, such as petitions, inventories, and accountings; serving as a primary point of contact for estate-related inquiries from personal representatives and beneficiaries; coordinating the resolution of outstanding debts related to the estate; assisting in the preparation of estate tax returns and fiduciary income tax returns; maintaining meticulous accounting records of estate income, expenses, and distributions; and collaborating closely with attorneys, paralegals, and other team members to provide seamless support to clients and ensure efficient estate administration processes.
The ideal candidate will be a motivated self-starter with a Bachelor’s Degree and at least four (4) years of relevant experience in estate and trust administration, preferably at a law firm or corporate fiduciary. The model candidate will have a strong understanding of accepted trust and estate administration processes, timelines, and concepts.
The successful candidate will have exceptional attention to detail, strong organizational skills and advanced computer skills including proficiency with MS Office (Word, Excel) and trust accounting systems (Quicken, QuickBooks).
Applications will be reviewed in the order they are received, and the position will remain open until filled. Need help applying? Please contact the Talent Acquisition Team.
Verrill is an Equal Opportunity Employer. We encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law.
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