Trusts and Estates Administrator Position

6 days ago


Hackensack, New Jersey, United States RightWorks Inc Full time

We are seeking a highly skilled Trusts and Estates Administration professional to join our team at RightWorks Inc in New Jersey, New York or Florida. As a key member of our administration team, you will be responsible for handling all phases of estate and trust administration, including probate, extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and more.

Responsibilities
  • Manage all aspects of estate and trust administration
  • Communicate effectively with clients, financial planners and accountants
  • Prepare federal and state estate tax returns and fiduciary accountings
  • Distribute estate assets and trust funds
  • Perform deed work and other related tasks

In order to succeed in this role, you must possess superior communication and mathematical skills, as well as the ability to prioritize tasks and work collaboratively as part of a team. A college degree and/or paralegal certificate is preferred, but not required.

Requirements
  • Bachelor's degree or higher in a relevant field
  • 5+ years of experience in trusts and estates administration
  • Strong knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word
  • Excellent written and verbal communication skills
  • Ability to prioritize tasks and work collaboratively

We offer a competitive starting salary commensurate with experience, ranging from $70,000 to $110,000 per year, depending on qualifications. In addition to a comprehensive benefits program, we also offer opportunities for career growth and development.



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