Trusts & Estates Administrator
The Trusts & Estates Administrator will assist partners and associates, as well as the trusts & estates team, with estate and trust administrative work and projects as needed.

The estimated salary range for a new hire into this position is $90,000-$130,000, and this role is overtime eligible. Actual salary may vary depending on job-related factors which may include knowledge, skills and experience.
Once fully trained, this position is eligible for a hybrid schedule.

Duties and responsibilities:

• Working closely with clients and financial institutions and appraisers
• Preparing and filing probate documents in courts in various states
• Marshalling decedent’s assets
• Preparing cash requirements for estates
• Determining valuation of stock and bond portfolios
• Maintaining checkbooks and ledgers
• Coordinating liquidation and/or transfer of decedent’s assets
• Preparing receipts, releases and indemnification agreements
• Preparing formal and informal accountings for estates and trusts
• Coordinating distribution to beneficiaries of estates and trusts
• Assisting with post-mortem income tax planning
• Preparing and filing federal and state estate tax returns
• Preparing and filing federal and state fiduciary income tax returns for estates and trusts
• Participating in estate and income tax audits
• Computation of commissions for executors and trustees
• Providing documents needed for sale of decedent’s real property or cooperative apartment including obtaining releases of federal and state estate tax liens
• Organizing and maintaining records
• Estate planning preparation and computations based on varied scenarios
• Preparation and filing of gift tax returns
• Preparation and filing of annual informational returns for charitable trusts
• Preparation and filing of guardianship accountings and reports

Qualifications
Education

• B.A./B.S. degree or Paralegal Certificate or equivalent experience required

Knowledge, skills, abilities

• Minimum of 5 years of Estate and Trust administration experience required
• Minimum of 2 years fiduciary accounting experience preferred
• Excellent written and verbal communication
• Attention to detail and ability to handle multiple priorities
• Ability to work independently and as part of a team
• Ability to maintain and manage confidential information
• Works effectively, calmly and quickly under pressure
• Strong technical skills, including use of various tax and accounting programs, FormsWorkflow
• Proficient with Microsoft Office Suite as well as experience with document management systems