Fiduciary Administrator

Job DetailExperience Level Sr LevelDegree Type Bachelor of Arts (BA)Employment Full TimeWorking Type HybridJob Reference Salary Type AnnuallyIndustry Law Firms & Legal ServicesSelling Points Elevate your career managing estates and trusts with precision and expertise. Collaborate on complex estate matters in a hybrid work environment. Enhance skills in fiduciary administration and high-value estate management.Job DescriptionOverviewLead fiduciary administration for estates and trusts, ensuring compliance with legal standards and delivering tailored solutions to complex estate matters.Collaborate with clients and advisors to address intricate estate planning challenges and provide expert guidance.Prepare and review estate tax returns, probate filings, and financial accountings with meticulous attention to detail.Coordinate asset valuations and distributions, leveraging advanced analytical and organizational skills.Contribute to a dynamic and supportive team environment while enhancing expertise in fiduciary administration.Engage in a hybrid work setting, balancing on-site collaboration and remote productivity effectively.Drive impactful results by managing multiple priorities efficiently under deadlines.Support the client’s fiduciary services practice with exceptional administrative expertise and precision.Key Responsibilities & DutiesAdminister estates and trusts, including asset management, tax return preparation, and compliance oversight.Coordinate with clients and advisors to ensure accurate valuations and timely distributions.Prepare and file probate documentation, securing necessary legal approvals efficiently.Review financial accountings, perform reconciliations, and propose strategic distribution plans.Utilize technical proficiency in Microsoft Office to streamline administrative processes effectively.Collaborate with team members to address complex fiduciary challenges and deliver solutions.Ensure adherence to legal standards and maintain exceptional attention to detail in all tasks.Contribute to the client’s practice by delivering high-quality fiduciary administration services.Job RequirementsBachelor’s degree in a relevant field or equivalent education and experience.Minimum five years of experience in estate and trust administration; eight years preferred.Proven expertise in estate tax return preparation and high-net-worth estate management.Strong proficiency in Microsoft Office applications, including Word and Excel.Excellent communication, organizational, and problem-solving skills.Ability to manage multiple tasks under pressure and deliver results efficiently.Accounting or finance background is advantageous for this role.Proactive approach to addressing fiduciary administration challenges effectively.