Trust Administrator

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Trust Administrator
The candidate will learn from and support the seasoned team of professionals who provide trust and estate administration, estate planning, and client relationship management. Work collaboratively to support a team of attorneys, accountants, trust administrators, and paralegals to implement and administer complex structures involving trusts and estates. Under the direction of an attorney and/or a senior paralegal prepare and review trust resolutions and annual accountings. Learn to interview clients, gather facts, save, and retrieve matter information. Learn to prepare and reconcile detailed accounting records. Training will be provided. Must have a four-year college degree. Bookkeeping/accounting experience and family office experience are preferred. Knowledge of trust and estate administration and knowledge of gift tax preparation is preferred. Should have the ability to work independently and efficiently once the skill is mastered. Should have meticulous attention to detail. Should have the ability to work collaboratively with a team of professionals including attorneys and paralegals. Should have strong interpersonal communication skills. Should be highly trustworthy and careful with confidential and sensitive information. Should have strong MS Word, Excel, and PowerPoint skills. Must have strong MS Word, Excel, and PowerPoint skills. Should be good with numbers, precise with details, and interested in trust and estate administration.

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