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Trusts and Estates Administrative Assistant

The Rockridge Group

Job Description

Job Description

 

T ITLE: Trusts & Estates Administrative Assistant 

LOCATION:   New Jersey or New York Office

Seeking a Trust & Estate Administrative Assistant to join Firm X’s T&E Department in their New Jersey or New York offices.


REQUIREMENTS /RESPONSIBILITIES:

  • Three (3+) years of professional experience
  • Experience with general probate procedures (including, but not limited to, document drafting and filing, etc.)
  • Communication with clients, probate clerks and other professionals
  • Drafting of initial estate administration documents
  • Assist with asset valuations, transfers and redemptions, 
  • Collection of cash accounts, marshalling of assets, 
  • Assistance with preparation of estate tax returns, drafting of distribution documents, and 
  • Overall general assistance to trust and estate attorneys and paralegals in all other basis aspects of estate and trust administration. 
  • Candidates should possess excellent communication skills, be highly organized and be a team player. 
  • Associate Degree

Vacancy posted 11 days ago
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