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