Estate and Trust Administrator
2 days ago
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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