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Estate and Trust Services Coordinator

2 months ago

Boston, Massachusetts, United States Verrill Dana Full time
Position Overview

Verrill Dana is seeking a dedicated Trust and Estate Administrator to enhance our Private Clients and Fiduciary Services Group. This role is integral to our commitment to providing exceptional client service and operational support in trust and estate management.

Key Responsibilities

The selected candidate will be responsible for:

  • Trust Administration: Managing trust distributions and payments, preparing regular financial statements, eFiling necessary documents, and maintaining the trust database.
  • Estate Administration: Overseeing the complete administration of estates, including the preparation and review of estate documents, asset valuation, and distribution of assets to beneficiaries.
  • Client Interaction: Serving as the primary contact for inquiries related to trusts and estates, ensuring clear communication with clients, trustees, and beneficiaries.
  • Collaboration: Working closely with attorneys and other team members to ensure a seamless and efficient administration process.
Qualifications

The ideal candidate will possess:

  • A Bachelor’s Degree.
  • A minimum of four years of relevant experience in estate and trust administration, preferably within a legal or corporate fiduciary environment.
  • A comprehensive understanding of trust and estate administration processes and timelines.
  • Exceptional attention to detail and strong organizational skills.
  • Proficiency in MS Office applications and trust accounting software.
Equal Opportunity Statement

Verrill Dana is an Equal Opportunity Employer. We welcome applicants from diverse backgrounds and encourage individuals of all cultures, races, and identities to apply.