Trust Administration Specialist

6 days ago


West Palm Beach, Florida, United States Jobot Full time
About Us

We are a boutique tax and estate planning firm dedicated to providing exceptional legal services.

Job Overview

This role involves working as a team member in our law firm, providing support to attorneys, preparing pleadings, tracking inventory and distribution of assets, and performing other tasks related to probate and trust administration.

Responsibilities:
  • Provide legal assistance to attorneys in a timely and efficient manner
  • Prepare Probate Pleadings and other documents accurately
  • Track the inventory and distribution of assets with precision
  • Maintain knowledge of IRS Forms and their applications
  • Record documents and deeds with courts and file electronically (E-Filing)
  • Proofread all documents and correspondence for accuracy and consistency
  • Enter time and print reports as requested by management
  • Promote excellent communication skills through heavy dictation
  • Organize client files, including preparation of documents for signings
  • Daily interaction with clients in a professional manner, ensuring clear expectations and timely responses
  • Filing wills in appropriate counties, verifying proper docketing, and submitting timely filing of all tax returns and court papers
  • Effective communication with governmental agencies, accountants/advisors, financial institutions, and other relevant third parties regarding the administration of trusts, estates, and guardianships
Qualifications:
  • Demonstrate efficiency, fast learning, and attention to detail
  • Show personable, professional, and dependable qualities with good phone skills
  • Experience with HotDocs program is beneficial but not required
Benefits:
  • Competitive salary range: $75,000 - $95,000 per year
  • 401(k) match and generous PTO package
  • 100% covered health insurance and more
  • Work-life balance with no weekends or late nights
Estimated Salary Range

$85,000 per year



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