Estate and Trust Administration Specialist
1 week ago
We are seeking a highly motivated and organized individual to join our team as a Trusts and Estates Assistant/Paralegal. This role will provide support in estate and trust administration, ensuring seamless execution of tasks and exceptional client service.
Key Responsibilities:- Estate and Trust Administration: Assist in preparing probate documents, tax returns, and coordinating asset distributions.
- Client Communication: Effectively communicate with clients and advisors to gather necessary information, ensuring efficient and timely completion of tasks.
- Collaboration: Work closely with the trusts and estates practice group to deliver excellent client service and support the team's goals.
- Education: Associate's Degree, Paralegal Certificate, or Bachelor's degree preferred.
- Experience: 3-5 years of experience in financial services or trust and estate administration preferred.
- Skills: Strong quantitative and communication skills, with the ability to work independently and as part of a team.
- Benefits: 401(k), dental insurance, health insurance, health savings account, life insurance, paid time off, and vision insurance.
- Schedule: Monday through Friday, with a standard full-time schedule.
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Trusts & Estates Attorney
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Trust and Estate Legal Assistant
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