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Senior Trust and Estates Administrator

$110k - $150k

Esquire Recruiting, LLC

Job Description

POSITION: Senior Trust and Estates Administrator – Corporate

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LOCATION: New York or Short Hill, NJ

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HOURS: WFH 2 days per week

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COMPENSATION: $110,000 to $150,000

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Senior Trust and Estates Administrator | Global Law Firm | NY or Short Hill, NJ Our highly prestigious and awarded Global AMLAW 50 firm client is hiring an experienced Senior Trust and Estates Paralegal to work out of their NY or Short Hill NJ offices. Our client firm is seeking a talented and detail-oriented Senior Trust & Estate Administrator to join their Trusts, Estates & Wealth Preservation group. In this role, you will serve as a key member of the team, partnering closely with attorneys and professionals to deliver exceptional service to our clients. You will play an integral role in complex estate and trust matters from inception through completion. This role is hybrid and will allow 2 days of work from home. Our client is offering a highly competitive salary and benefit package.

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Please send resume to Marnie Price, Senior Recruiter : View email address on ziprecruiter.com

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RESPONSIBILITIES:

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  • Prepare probate documents, court petitions, and related filings with accuracy and efficiency.
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  • Prepare Federal and State Estate, Inheritance, Income, and Gift Tax Returns.
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  • Manage accountings of estate assets, including gathering, valuing, and transferring assets throughout the administration process.
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  • Coordinate estate and trust terminations, overseeing asset distribution to beneficiaries.
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  • Conduct due diligence reviews and document examination for a variety of trust and estate transactions.
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  • Serve as a point of contact for attorneys, clients, opposing counsel, and other third parties, ensuring clear and timely communication.
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  • Organize and produce polished final document deliverables for internal and external stakeholders.
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  • Handle additional responsibilities as needed to support the practice group's evolving needs.
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experience. Firm offers a competitive salary and benefits package including medical, dental, vision, 401k, profit sharing, short-term/long-term disability, life insurance, tuition reimbursement, paid time off, paid holidays and discretionary bonuses.

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REQUIREMENTS:

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  • Bachelor's degree, or associate degree with a Paralegal certificate.
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  • Minimum of five years of trust and estate administration experience, preferably in a law firm or in-house legal department.
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  • Proficiency in Microsoft Office Suite, PDF creation tools, document management systems, and timekeeping software; demonstrated ability to learn new technologies.
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  • Strong written and verbal communication skills, with the ability to interact professionally across all levels of the firm and with external parties.
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  • Attention to detail, strong analytical abilities, and the capacity to manage competing priorities under tight deadlines.
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  • Ability to provide guidance and training to junior team members.
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  • Proven discretion in handling confidential matters, a polished demeanor, and a commitment to delivering excellent client service.
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  • If based in New York, agreement to be present in the firm's Short Hills office on as needed basis.
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  • If based in Short Hills, agreement to be present in the firm's New York office on as needed basis.
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  • Willingness to work overtime and travel as needed.
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  • Ability to meet minimum billable hourly requirement.
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OTHER SKILLS AND ABILITIES:

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The following will also be required of the successful candidate:

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  • Excellent writing skills
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  • Strong organizational skills
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  • Strong attention to detail
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  • Good judgment
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  • Strong interpersonal communication skills
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  • Strong analytical and problem-solving skills
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  • Able to work harmoniously and effectively with others.
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  • A self-starter who desires to show ownership and commitment to the job.
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  • Able to preserve confidentiality and exercise discretion.
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