Fiduciary Administrator

Fiduciary Administrator

Los Angeles, New Orleans, Washington DC, Boca Raton, Chicago, New York, Boston

Summary

• The Firm seeks a Fiduciary Administrator to assist the Private Client Services attorneys in all aspects of the department’s California estate and probate practice.
• Responsibilities
• Organizing and liquidating estate assets
• Preparing documents in connection with post-mortem trust administration
• Preparing Probate Court filings
• Assisting in obtaining asset valuations
• Reviewing accountings
• Preparing cash reconciliations and proposed asset distributions
• Preparing documents to assist with estate planning, including deeds, assignments of entity interests, beneficiary designations, powers of attorney and health care directives
• Preparing federal/state estate tax returns
• Creating entities, including preparing state filings and organizational documents
• Coordinating administration matters with clients and advisors

Responsibilities

• Bachelor’s degree
• Five years’ of trust & estates experience administering estates of high-net worth clients
• Experience in California Estate planning required
• Accounting/finance background a plus
• Strong written and verbal communication skills
• Quickly and proactively identify and analyze problems, develop solutions and deliver results
• Work well under pressure in a team environment and handle multiple tasks efficiently
• Work considerable overtime when required, including evenings and weekends
• Strong technical skills in Microsoft Office, Word, Excel, as well as the ability to learn new software and applications