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Estate Administrator #30384

Estate Administrator

Salary: DOE

7+ years of estate administration and trust experience required

A Boston-based leading law firm specializing in real estate is looking to hire a motivated, analytical, detailed, and experienced Estate Administrator to report directly to the Manager of the Estate Administration Department. If you are a quick learner and are looking for a new opportunity, apply to this role today!

Responsibilities

  • Estate Administrator will be responsible for all aspects of estate administration
  • Prepare and file Probate Court documents
  • Prepare and file Federal and Massachusetts estate tax returns, as well as other state estate tax returns
  • Process receipts, and distribution for estate and trust accounts
  • Communicate with in-house accountants, outside accountants, and other advisors
  • Monthly review of client statements for accuracy and consistency of details
  • Be a reliable, responsive, confident resource to attorneys, fiduciaries, and family members throughout the estate administration process
  • Assist with other tasks and projects as requested or needed

Requirements

  • Bachelor’s Degree
  • 7+ years of estate administration and trust experience
  • Strong technical skills, including Microsoft Word, Excel, PDF programs, and Outlook
  • Experience with all aspects of estate administration
  • Strong knowledge of Federal and Massachusetts estate tax laws
  • Preference for knowledge of estate tax program GEMS
  • Familiarity with trust accounting software
  • Skilled in working closely with attorneys both in-house and externally
  • Excellent project management skills, including well-organized, diligent at follow-up, self-directed follow-through, and ability to effectively manage multiple projects simultaneously
  • Excellent verbal and written communications skills

Categories: Direct Hire|Legal Jobs, Direct Hire|Administrative Jobs, Region| Metro Boston - Massachusetts, Region| Hybrid

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