Professional Trustee - Estate Administration
Professional Trustee - Estate Administration
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Oversee the management and administration of estates including the distribution of assets payment of debts and taxes and management of estate property.
- Maintain effective communication with beneficiaries attorneys and other relevant parties to ensure all estate matters are handled efficiently and professionally.
- Review and interpret estate plans trusts and wills to ensure assets are managed and distributed in accordance with clients wishes and legal requirements.
- Directing and coordinating activities relative to administering personal trusts charitable trusts agency accounts ILTITs and some probate estates.
- Provide expert advice and guidance on estate plans trusts and related matters.
- Engaging in practice development client expansion and crossserving to grow the internal and external referral sources.
- Working as part of a dynamic team overseeing and coordinating the services provided to clients; delegating and managing the work of staff; coaching and mentoring staff.
- Assist with filing of estate tax returns and other required legal documents.
- Ensure accurate recordkeeping and the maintenance of confidential files.
- Attend court hearings and represent clients in legal proceedings as necessary.
- Bachelors degree in law finance or a related field required.
- Minimum of five years of experience in estate administration trust administration or a related field.
- Strong knowledge of probate laws estate tax laws and trust and estate administration procedures.
- Proficiency in financial management and accounting.
- Detailoriented leader with strong problemsolving analytical and communication skills.
- Actively advancing technical skills in the Trust industry.
- Experience in conflict resolution and mediating disputes.
- Familiarity with tax regulations affecting estate administration.
- Membership in professional organizations or relevant certifications is a plus.
- Ability to work independently while also contributing to a collaborative team environment.
- Excellent communication interpersonal and organizational skills.
- Exceptional attention to detail and a commitment to maintaining high standards of accuracy.
Required Experience:
Unclear Seniority
Employment Type
Full Time
