Fiduciary Administrator

Overview

• Lead fiduciary administration for high-net-worth estates and trusts, ensuring compliance and precision in all processes.
• Collaborate with clients and advisors to navigate complex estate matters and provide tailored solutions.
• Prepare and review estate tax returns, probate filings, and financial accountings with meticulous attention to detail.
• Coordinate asset valuations and distributions, leveraging advanced analytical and organizational skills.
• Contribute to a dynamic team environment while enhancing your expertise in fiduciary administration.
• Engage in a hybrid work setting, balancing on-site collaboration and remote productivity.
• Drive impactful results by managing multiple priorities efficiently under deadlines.
• Support the client’s Private Client Services practice with exceptional administrative expertise.

Key Responsibilities & Duties

• Administer estates and trusts, including asset management, tax return preparation, and compliance oversight.
• Coordinate with clients and advisors to ensure accurate valuations and timely distributions.
• Prepare and file probate documentation, securing necessary legal approvals efficiently.
• Review financial accountings, perform reconciliations, and propose strategic distribution plans.
• Utilize technical proficiency in Microsoft Office to streamline administrative processes.
• Collaborate with team members to address complex fiduciary challenges effectively.
• Ensure adherence to legal standards and maintain exceptional attention to detail in all tasks.
• Contribute to the client’s practice by delivering high-quality fiduciary administration services.

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.