Robert Half | Fiduciary Administrator | new york city, ny

5 days ago


new york city, United States Robert Half Full time

Our client, an AmLaw 200 law firm, is seeking a Fiduciary Administrator who has 7+ years of experience working on estate and trust administration as well as Fiduciary Tax for a quality Law Firm.


Responsibilities Include:

  • Interface with clients, draft correspondence and documents relating to legal and administrative aspects of estate and trust administration.
  • Preparation of probate and administration papers, Federal and New York State and other state estate and inheritance tax returns, coordination of distributions to various trust beneficiaries; assist in arrangement for payment of trust/estate expenses; confer with attorneys, investment advisors, and administrators on various matters as questions arise.
  • Arrange for date of death appraisals of assets, establish estate accounts; preparation of Receipt and Release documents. Preparation of Agreements Settling Accounts of Executors and Trustees


Qualifications:

  • Minimum of 7 years of recent experience working on estate and trust administration as well as Fiduciary Tax for a quality Law Firm
  • Knowledge of LexisNexis Surrogate’s Court Forms
  • Familiarity with Surrogate’s Court procedures in NY, CT, NJ, & FL
  • Knowledge of OneSource FAS Software
  • Knowledge of Excel and Microsoft Office Program
  • Professional demeanor and strong work ethic
  • Willingness to learn and to be a team player, with dedication to quality service
  • Excellent written and verbal communication skills
  • Build strong working relationships with clients, attorneys, accountants and other administrators


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