Trusts and Estates Administrator
4 weeks ago
Winston Staffing is seeking an experienced Trusts and Estates Administrator to join our team. The ideal candidate will have the ability to manage the estate administration process from beginning to end for multiple estates.
Key Responsibilities:
- Meet and communicate with clients and their advisors
- Prepare correspondence, probate documents, notices, inventories, deeds, release documents, claim and asset transfer forms
- Work with attorneys and other paralegals during all stages of estate settlement and trust administration
- Maintain client files, prepare materials for client meetings, manage deadlines, collect information necessary to complete reporting and filing requirements
- Attend to client's concerns and needs
Requirements:
- Knowledge of and experience with the probate process in Surrogate's Courts in NJ and NY
- Knowledge and experience with Thomson Reuters OneSource program (or compatible program)
- Ability to prepare and assemble federal and state estate tax returns with supporting documentation
What We Offer:
Hybrid role, excellent benefits, and brand new State Of The Art offices.
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