Trust & Estate Administrator

4 weeks ago

New York, United States Experis Full time
Trust & Estates Administrator- Garden City 80k-90k
  • Preparation of probate petitions, etc., for all estate clients and handling of Surrogate's Court filings
  • Marshaling of estate assets for clients (closing of existing accounts; opening of estate accounts, etc.)
  • Preparation of Estate Tax Returns
  • Preparation of judicial and non-judicial accounting for all trusts and estates . Responsibilities include handling all aspects of trust and estate administration including: Maintaining checkbook and banking record; paying bills, and computing and disbursing beneficiary distributions; computing and payment of executor and trustee commissions; preparation of formal and informal estate and trust accountings; Marshalling assets and arranging for valuation as necessary. Probate Court practice responsibilities include: Reading and interpreting Wills and trust instruments; prepare and file all documents required to probate wills; prepare receipt and release agreements, disclaimers, affidavits, accounting petitions; handle issuance and revocation of letters and other miscellaneous proceedings, including preparation of petitions and overseeing service on interested parties.  1-4 years of related experience are required. Excellent computer skills are needed. Strong Excel skills are required.

Onsite 4days. 9am-5pm

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