Fiduciary Administrator

Overview

• Serve as a Fiduciary Administrator, specializing in estate and trust management for high-net-worth clients.
• Collaborate with clients and advisors to navigate complex estate matters and ensure legal compliance.
• Prepare and review estate tax returns, probate filings, and asset valuations with precision.
• Utilize advanced analytical skills to manage financial data and coordinate asset distributions.
• Contribute to the Private Client Services practice by delivering exceptional administrative expertise.
• Engage in a hybrid work environment to balance on-site and remote responsibilities effectively.
• Enhance your expertise in fiduciary administration while collaborating with a dynamic team.
• Leverage your experience to manage multiple priorities efficiently under deadlines.

Key Responsibilities & Duties

• Administer estates and trusts, including asset management and tax return preparation.
• Coordinate with clients and advisors to ensure accurate valuations and distributions.
• Prepare probate filings and assist in securing necessary legal documentation.
• Review financial accountings, perform reconciliations, and propose distribution strategies.
• Support the Private Client Services practice by managing estate administration tasks efficiently.
• Utilize technical expertise in Microsoft Office to optimize administrative processes.
• Collaborate with team members to resolve complex fiduciary administration challenges.
• Ensure compliance with legal standards and maintain exceptional attention to detail.

Job Requirements

• Bachelor’s degree in a relevant field or equivalent education and experience.
• Minimum five years of experience in estate and trust administration; eight years preferred.
• Proven expertise in estate tax return preparation and high-net-worth estate management.
• Strong proficiency in Microsoft Office applications, including Word and Excel.
• Excellent communication, organizational, and problem-solving skills.
• Ability to manage multiple tasks under pressure and deliver results efficiently.
• Accounting or finance background is advantageous for this role.
• Proactive approach to addressing fiduciary administration challenges effectively.