Trust and Estate Administration Specialist

3 days ago


Wilmington, Delaware, United States chandra Full time
Job Overview

We are seeking an experienced Trust and Estate Administration Specialist to join our team at Chandra.

The ideal candidate will possess excellent drafting/writing skills, strong technology skills, ability to multi-task and meet deadlines, and superior attention to detail.

Responsibilities

This is a non-exempt, full-time, on-site position with a regular schedule of Monday-Friday, 8:30 am-5 pm, with one hour for lunch, with flexibility possible for the specific schedule.

  • Organizing and analyzing asset information for estates;
  • Preparation of inventories, accountings and asset transfer documents;
  • Preparation of probate documents and tax filings for large estates (including, IRS Form 706);
  • Creating and maintaining client files;
  • Assisting attorneys with the initial attorney-client meetings and gaining an understanding of the client's estate administration needs;
  • Meeting with clients, trustees and family members and communicating with beneficiaries;
  • Providing administrative support to the section attorneys as needed;
  • Performing other job duties as assigned and assisting attorneys where needed.

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