Estate & Trust Administration Coordinator
Are you a seasoned professional in banking, finance, accounting or a related industry seeking a fresh and exciting career change? Or perhaps you’re ready to embark on an exhilarating journey into these fields? Look no further! We have an amazing opportunity for a motivated, detail-oriented individual to join our dynamic Estate & Trust Administration Team as a Coordinator. This role provides the opportunity to assist families after someone passes away to handle the estate assets and distribution of assets according to their will. If you're passionate about making a difference and ready to take on new challenges, this is the perfect opportunity for you!For this position, comprehensive training, development opportunities, and all necessary resources will be provided to ensure the individual is fully prepared for success from day one.** After the initial training period has been completed, this role would be eligible for remote work up to two days per week.
Key Responsibilities:
- Assist attorneys and senior paralegals in all aspects of estate and trust administration, including preparing legal documents and communicating with government agencies such as the Department of Revenue and the Department of Human Services.
- Prepare and file probate petitions and other necessary court documents.
- Attend probate appointments, as necessary.
- Gather, organize, and manage information regarding the decedent's assets, liabilities, and beneficiaries.
- Prepare and submit state inheritance tax returns, inventories, and other tax-related filings.
- Communicate professionally with clients, beneficiaries, financial institutions, court personnel, and other parties involved in the administration process.
- Provide clients with updates on the progress of the administration process and address any questions or concerns.
- Organize and maintain client materials and files.
- Prepare, proofread, and finalize correspondence and legal documents for attorney review.
- Prepare financial accountings and reports related to the administration of estates or trusts.
- Ensure compliance with deadlines and procedural requirements for court and tax filings.
- Collaborate with accountants and tax professionals to gather necessary information for tax filings.
- Assist in the valuation and liquidation of estate assets, including real property, investments, and other assets, and prepare and file necessary documents for asset transfers and title changes.
- Accurately prepare and process client invoices.
- Perform general administrative and operational tasks, including answering phones, taking messages, copying, scanning, faxing, mailing, assisting walk-in clients, and filing.
- Provide administrative support to attorneys and senior paralegals, including scheduling and coordinating client meetings.
- Manage multiple cases and deadlines in a fast-paced environment while ensuring accuracy and compliance.
- Maintain strict confidentiality of all client and firm matters in accordance with firm policies.
- Associate’s degree in legal studies, accounting, finance, business or related area required.
- Experience working in a professional office setting in one of the areas above preferred.
- Strong organizational, communication, and time management skills.
- Ability to work under pressure while maintaining accuracy and professionalism.
- Exceptional attention to detail and problem-solving abilities.
- A dedicated work ethic and the ability to handle multiple tasks efficiently.
- Experience in Microsoft Office and legal practice management software.
- Keen interest in learning and developing a deep understanding of estate and trust administration, wills, trusts, estate planning, and taxation.
- Hands-on training in estate and trust administration from experienced professionals.
- Competitive compensation and benefits package.
- Collaborative and supportive team environment.
- Opportunities for professional growth and development.
- Innovative work environment utilizing technology to enhance efficiency and deliver effective services.
- Engage in team-building activities, including staff retreats and other fun events.
- Potential for a hybrid work schedule, with up to two days per week working from home after the completion of a training period.