Overview In this role you lead fiduciary administration for estates and trusts, ensuring compliance and delivering tailored solutions for complex matters. You will work with clients and advisors to address planning challenges and prepare essential filings, while maintaining meticulous attention to detail. You will coordinate valuations, distributions, and legal/document submissions in a hybrid environment. You drive results by juggling multiple priorities and contribute to a collaborative fiduciary services practice. This opportunity appeals to you if you value precision, cross-functional teamwork, and meaningful impact in high-net-worth estate management. ResponsibilitiesAdminister estates and trusts including asset management, tax return preparation, and compliance oversightCoordinate with clients and advisors to ensure accurate valuations and timely distributionsPrepare and file probate documentation and obtain necessary approvalsReview financial accountings, perform reconciliations, and propose strategic distribution plansUtilize Microsoft Office to streamline processesCollaborate with team to address fiduciary challenges and deliver solutionsMaintain strict adherence to legal standards and high attention to detailContribute to the client's fiduciary services practice with precise administration Key requirementsBachelor's degree in a relevant field or equivalent education and experienceFive years of estate and trust administration experience (eight years preferred)Proven expertise in estate tax return preparation and high-net-worth estate managementStrong Microsoft Office skills (Word, Excel)Excellent communication, organizational, and problem-solving abilitiesAbility to manage multiple tasks under pressure and deliver resultsAccounting or finance background advantageousProactive approach to fiduciary administration challengescommunicationorganizationproblem-solvingMicrosoft Office (Word, Excel)tax return preparationestate and trust administration
Not specified in the original listing.
Not specified in the original listing.
