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Estate and Trust Services Coordinator

2 months ago

Boston, Massachusetts, United States Verrill Dana Full time
Position Overview

Verrill Dana is currently seeking a dedicated Trust and Estate Administrator to support our Private Clients and Fiduciary Services Group. This role is pivotal in ensuring the effective management of trust and estate operations, providing essential administrative and client service support.

Key Responsibilities

The successful candidate will be responsible for:

  • Trust Administration: Handling trust distributions and payments, preparing regular financial statements, eFiling necessary documents, and maintaining the trust database.
  • Estate Administration: Overseeing the estate management process, including document preparation, asset valuation review, debt settlement, and asset distribution to beneficiaries.
  • Client Interaction: Acting as the primary contact for inquiries related to trusts and estates, coordinating with various stakeholders including clients, trustees, and internal departments.
  • Tax Preparation: Assisting in the preparation of estate tax returns and fiduciary income tax returns, while maintaining detailed accounting records.
Qualifications

The ideal candidate will possess:

  • A Bachelor’s Degree and a minimum of four years of relevant experience in trust and estate administration, preferably within a legal or corporate fiduciary environment.
  • A comprehensive understanding of trust and estate administration processes and timelines.
  • Exceptional attention to detail, strong organizational capabilities, and advanced proficiency in MS Office applications and trust accounting software.

Verrill Dana is committed to fostering a diverse and inclusive workplace. We encourage applications from individuals of all backgrounds and experiences.