Fiduciary Administrator

Overview

• Serve as a Fiduciary Administrator within a prestigious law firm, specializing in estate and trust administration for high-net-worth clients.
• Collaborate with clients and advisors to manage complex estate matters and ensure compliance with legal requirements.
• Prepare and review federal and state estate tax returns, probate court filings, and asset valuations.
• Utilize advanced technical skills to analyze financial data and coordinate asset distributions effectively.
• Contribute to the firm's Private Client Services practice by delivering exceptional administrative support.
• Work in a hybrid environment, balancing remote and on-site responsibilities for optimal productivity.
• Enhance your expertise in estate administration while working in a collaborative team setting.
• Leverage your experience to manage multiple tasks efficiently under pressure.

Key Responsibilities & Duties

• Administer estates and trusts, including marshalling and liquidating estate assets and preparing tax returns.
• Coordinate with clients and advisors to ensure accurate asset valuations and distributions.
• Prepare probate court filings and assist in obtaining necessary legal documentation.
• Review financial accountings, perform cash reconciliations, and propose asset distributions.
• Support the Private Client Services practice by managing estate administration matters efficiently.
• Utilize technical expertise in Microsoft Office applications to streamline administrative processes.
• Collaborate with team members to address complex estate administration challenges.
• Maintain outstanding attention to detail and ensure compliance with legal standards.

Job Requirements

• Bachelor's degree or equivalent combination of education, experience, and training required.
• Minimum of five years' experience in law firm trusts and estates administration; eight years preferred.
• Proven experience with estate tax return preparation and high-net-worth estate administration.
• Strong technical skills in Microsoft Office applications, including Word and Excel.
• Excellent communication, writing, and organizational skills with attention to detail.
• Ability to work under pressure, manage multiple tasks, and deliver results efficiently.
• Accounting or finance background is a plus for this role.
• Proactive problem-solving skills to identify and address estate administration challenges.