Trust and Estate Administrator
2 weeks ago
We are seeking a highly skilled and detail-oriented Trust & Estate Clerk to join our team on a 1-3 month contract basis. This is an excellent opportunity to apply your skills and experience in a challenging and rewarding environment.
About the Role:The successful candidate will have a minimum of 2 years of experience in trust and estate administration, and will be well-versed in the necessary legal procedures and documentation associated with this field. The Trust & Estate Clerk will report directly to the Trust & Estate Manager and will work closely with attorneys and other team members to ensure the efficient and effective administration of trusts and estates.
Responsibilities:- Prepare, assemble, and maintain legal documents for trusts and estates, including wills, trusts, powers of attorney, and other related documents.
- Assist in the administration of trusts and estates, including the preparation and filing of probate documents, inventory and appraisal of assets, preparation of accountings, and distribution of assets.
- Coordinate with attorneys, clients, and other parties to gather the necessary information and documentation for trust and estate administration.
- Review and interpret legal documents to ensure compliance with applicable laws and regulations.
- Assist in the preparation and filing of estate and gift tax returns.
- Maintain accurate and organized files and records related to trust and estate administration.
- Provide administrative support to the Trust & Estate Manager and other team members as needed.
- A minimum of 2 years of experience in trust and estate administration or a related field.
- Proficiency in legal research and document preparation.
- Excellent organizational skills, with the ability to manage multiple tasks and priorities in a fast-paced environment.
- Strong attention to detail and the ability to work with a high degree of accuracy.
- Excellent communication skills, both written and verbal.
- Proficiency in Microsoft Office Suite, specifically Word, Excel, and Outlook.
- Familiarity with legal software and databases, such as Westlaw or LexisNexis.
- Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.
- Paralegal certification or equivalent legal education is preferred.
We offer a competitive base salary, a competitive bonus package, an extremely competitive benefits package, and accelerated career growth. If you are a motivated and detail-oriented professional with a passion for trust and estate administration, we encourage you to apply.
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