Estate and Trust Administrator

2 days ago


New York, New York, United States Gainor Staffing Full time

About Gainor Staffing

We are a leading law firm based in New York City, seeking an experienced Estate and Trust Administrator - Asset Manager to join our team.

Job Overview

  • The successful candidate will be responsible for collaborating with attorneys on estate administration tasks, including date of death, final distributions, and probate management.
  • This role requires drafting and filing legal documents such as court petitions, estate tax returns, and trustee changes.
  • The Estate and Trust Administrator - Asset Manager will oversee the valuations and transfers of assets into estates, monitor progress, and review bank and investment accounts and estate records.
  • Assistance will be provided to attorneys by responding to tax audits, working with out-of-state attorneys to manage estate assets outside of New York, and facilitating payment to trustees.
  • Additionally, the Estate and Trust Administrator - Asset Manager will review legal documents, prepare annual reports for auditors, and coordinate income and distributions from trusts.
  • This role also involves creating trust allocation schedules and distributing assets at termination, obtaining tax identification numbers, and performing other duties as assigned.

Required Skills and Qualifications

  • Bachelor's degree required.
  • Notary Public commission required.
  • 5+ years' experience in Trust and Estate preferred.
  • Knowledge of state and federal estate tax laws (Estates, Powers and Trusts Law, New York Surrogate's Court Procedures Act, etc.).
  • Experience and proficiency in Microsoft Office Suite, SuperForm, HotDocs, and Thomson Reuters OneSource Estate Tax.
  • Excellent attention to detail, written and verbal communication skills.
  • Organizational and time management skills.

Salary Range

$140,000 to $150,000 per year based on experience.

Gainor provides equal employment opportunities to all employees and applicants without regard to protected characteristics.



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