Our client, an AmLaw 200 law firm, is seeking a Fiduciary Administrator who has 7+ years of experience working on estate and trust administration as well as Fiduciary Tax for a quality Law Firm.
Responsibilities Include:
- Interface with clients, draft correspondence and documents relating to legal and administrative aspects of estate and trust administration.
- Preparation of probate and administration papers, Federal and New York State and other state estate and inheritance tax returns, coordination of distributions to various trust beneficiaries; assist in arrangement for payment of trust/estate expenses; confer with attorneys, investment advisors, and administrators on various matters as questions arise.
- Arrange for date of death appraisals of assets, establish estate accounts; preparation of Receipt and Release documents. Preparation of Agreements Settling Accounts of Executors and Trustees
Qualifications:
- Minimum of 7 years of recent experience working on estate and trust administration as well as Fiduciary Tax for a quality Law Firm
- Knowledge of LexisNexis Surrogate’s Court Forms
- Familiarity with Surrogate’s Court procedures in NY, CT, NJ, & FL
- Knowledge of OneSource FAS Software
- Knowledge of Excel and Microsoft Office Program
- Professional demeanor and strong work ethic
- Willingness to learn and to be a team player, with dedication to quality service
- Excellent written and verbal communication skills
- Build strong working relationships with clients, attorneys, accountants and other administrators
