Trust and Estate Administration Specialist
3 days ago
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.
ResponsibilitiesThis 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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