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Estate Administration Specialist

2 months ago

Stamford, Connecticut, United States Wiggin & Dana Full time
Job Summary

We are seeking a detail-oriented and organized Paralegal to join our Private Client Services department. The ideal candidate will have experience in trust administration and tax preparation, as well as excellent client service and communication skills.

Key Responsibilities
  • Manage trust accounts and assist with preparation of fiduciary accountings and income tax returns
  • Provide support for estate administration, including maintaining checkbook and banking records, paying bills, and computing and disbursing beneficiary distributions
  • Prepare formal and informal estate and trust accountings, documents assets, and arranges for valuation as necessary
  • Read and interpret wills and trust instruments, prepare and file all documents required to probate wills, and handle issuance and revocation of letters and other miscellaneous proceedings
  • Draft standard estate planning forms and other legal documents
Requirements
  • Bachelor's degree in accounting or finance
  • Trust administration experience and tax preparation experience
  • Excellent written and verbal communication skills
  • Analytical, numerically astute with strong demonstrated problem-solving and reporting abilities
  • Ability to work well under pressure and handle emergency situations
  • Ability to meet strict deadlines and attend to multiple tasks at one time
What We Offer

We offer a competitive salary range of $80,000 - $135,000/yr dependent on experience and location. We are an equal opportunity employer and welcome applications from diverse candidates.