Trust and Estate Administrator

2 weeks ago

Los Angeles, California, United States Jobot Full time
Job Details

We are seeking a highly skilled and experienced Trust and Estate Clerk for a consulting role in the Legal industry. This is a 1-3 month contract position with the potential for extension or transition into a permanent role.

Responsibilities:
  • Prepare, assemble, and maintain legal documents for trusts and estates, including wills, trusts, powers of attorney, and other related documents.
  • Assist in the administration of trusts and estates, including the preparation and filing of probate documents, inventory and appraisal of assets, preparation of accountings, and distribution of assets.
  • Coordinate with attorneys, clients, and other parties to gather the necessary information and documentation for trust and estate administration.
  • Review and interpret legal documents to ensure compliance with applicable laws and regulations.
  • Assist in the preparation and filing of estate and gift tax returns.
  • Maintain accurate and organized files and records related to trust and estate administration.
  • Provide administrative support to the Trust and Estate Manager and other team members as needed.
Qualifications:
  • A minimum of 2 years of experience in trust and estate administration or a related field.
  • Proficiency in legal research and document preparation.
  • Excellent organizational skills, with the ability to manage multiple tasks and priorities in a fast-paced environment.
  • Strong attention to detail and the ability to work with a high degree of accuracy.
  • Excellent communication skills, both written and verbal.
  • Proficiency in Microsoft Office Suite, specifically Word, Excel, and Outlook.
  • Familiarity with legal software and databases, such as Westlaw or LexisNexis.
  • Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.
  • Paralegal certification or equivalent legal education is preferred.

This is an excellent opportunity to apply your skills and experience in a challenging and rewarding environment. If you are a motivated and detail-oriented professional with a passion for trust and estate administration, we encourage you to apply.

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