Fiduciary Administrator
2 months ago
Responsibilities:
• Accurately prepare probate and administration papers along with federal and state estate and inheritance tax returns.
• Draft correspondence and documents that pertain to the legal and administrative aspects of estate and trust administration.
• Coordinate distributions to various trust beneficiaries and assist in the arrangement for payment of trust/estate expenses.
• Work collaboratively with attorneys, investment advisors, and administrators on various matters as questions arise.
• Arrange for date of death appraisals of assets and establish estate accounts.
• Prepare Receipt and Release documents along with Agreements Settling Accounts of Executors and Trustees.
• Interface with clients, ensuring a smooth communication process.
• Maintain a detail-oriented demeanor and strong work ethic, with dedication to quality service.
• Utilize your knowledge of Excel and Microsoft Office Program to streamline processes and maintain accurate records.
• Leverage your knowledge of OneSource FAS Software and LexisNexis Surrogate’s Court Forms.• The applicant should have a minimum of 7 years of experience in the legal industry.
• Deep knowledge and experience in Fiduciary Tax is a mandatory requirement.
• Comprehensive understanding and expertise in managing Trusts and Estates is essential.
• The applicant must hold a valid license to practice law.
• A strong work ethic and the ability to handle multiple tasks efficiently are expected.
• Exceptional communication and interpersonal skills are required.
• Proven experience in fiduciary administration and handling sensitive client information is essential.
• The ability to work in a fast-paced environment and meet strict deadlines is necessary.
• The applicant must possess strong analytical skills and attention to detail.
• Proficiency in using legal software and other relevant computer applications is required.
• The applicant should be able to demonstrate a history of successfully managing fiduciary responsibilities.
• Willingness to stay updated with the latest developments in fiduciary law and related legal areas is expected.
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