Trusts and Estates Coordinator

2 weeks ago


New York, New York, United States Vertex Global Solutions Full time
About the Role

We are looking for a highly organized and detail-oriented Administrative Support Specialist to join our team in the Trusts and Estates department.

Responsibilities
  1. Document Preparation: Assemble execution documents and certified excerpts of trust documents.
  2. Court Filings & Documentation: Prepare and submit state court filings.
  3. Client & Calendar Management: Schedule meetings and arrange conference calls.
  4. Timekeeping & Billing: Review and proofread invoices to ensure accuracy.
  5. Client Relations & Administrative Support: Open new client matters and maintain accurate client records.
  6. Travel & Expenses: Coordinate travel arrangements and prepare monthly expense reports.

The successful candidate will have strong communication skills and be able to interact with clients, attorneys, and staff with professionalism and diplomacy.

Benefits
  • A comprehensive benefits package including medical/dental/vision, 401k with employer contributions, transportation benefits, and more.
  • Generous paid time off and disability policies.

Estimated Salary: $75,000 - $95,000 per year, depending on experience.



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