Estate Administrator

Jobot; Boston (MA); Hybrid; USD 75,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Flexible Work Environment - Hybrid Schedule

401K & Profit Sharing Plan

Paid Time Off

Short & Long Term Disability

Growth Opportunities

Health & Wellness

Commuter Benefits

Job summary

A mid-size law firm in Boston is seeking an experienced Estate Administrator to manage complex estate administration tasks. The ideal candidate will have over five years of experience within a law firm or similar setting. Responsibilities include drafting legal documents and coordinating with clients and advisors. This position offers a flexible work environment, attractive benefits, and growth opportunities within a supportive team atmosphere.

Qualifications

• Minimum of five years’ experience in estate administration, preferably within a law firm, bank, or trust company.
• Strong knowledge of estate and tax processes; experience with state and federal estate tax returns.
• Ability to manage multiple priorities independently while maintaining attention to detail.

Responsibilities

• Administer estates, including complex and high-net-worth matters.
• Draft and interpret estate planning documents such as wills and trusts.
• Prepare and file probate court documents, estate tax returns, and accountings.

Skills

Organizational skills

Communication skills

Client service skills

Attention to detail

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CCH Axcess

Job description

Overview

Estate Administrator Needed for Mid-Size Law Firm Located in the Financial District! 5+ Years Experience Required! Flexible Work Environment! Great Benefits!

This Jobot Job is hosted by Monica Feltz

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Salary $75,000 - $130,000 per year

About the Company

Our client is a well-known mid-size law firm located in the heart of Boston\'s Financial District. For more than 100 years, our client has provided high-quality legal advice that has earned them client loyalty and respect amongst their peers. With a wide range of services provided, they represent national, international, and foreign companies, local and regional institutions, public entities and municipalities, closely held businesses, regulated industries, educational institutions, and individuals & families. Our client provides an experienced support staff, current technology, ongoing training, and full-time IT and marketing departments.

Why join us

• Medical, Dental & Vision Insurance
• Flexible Work Environment - Hybrid Schedule
• 401K & Profit Sharing Plan
• Paid Time Off
• Short & Long Term Disability
• Growth Opportunities
• Health & Wellness
• Commuter Benefits

Job Details

We are seeking an experienced Estate Administrator to support our Trusts & Estates practice. This position involves managing all aspects of estate administration while working closely with attorneys, clients, personal representatives, and beneficiaries. The ideal candidate is organized, detail-oriented, and able to manage complex, high-net-worth estates with professionalism and discretion.

Key Responsibilities

• Administer estates, including complex and high-net-worth matters.
• Draft and interpret estate planning documents such as wills, trusts, and related filings.
• Prepare and file probate court documents, estate tax returns, and accountings.
• Collect, value, and transfer assets; fund marital and tax-exempt trusts.
• Manage estate and trust accounts, including distributions, payments, and reconciliations.
• Coordinate with accountants, advisors, and beneficiaries to ensure smooth administration.
• Maintain accurate records, meet filing deadlines, and support attorneys throughout the process.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Minimum of five years’ experience in estate administration, preferably within a law firm, bank, or trust company.
• Strong knowledge of estate and tax processes; experience with state and federal estate tax returns.
• Proficiency in Microsoft Word, Excel, and Outlook; familiarity with tax or accounting software (e.g., CCH Axcess) preferred.
• Excellent organizational, communication, and client service skills.
• Ability to manage multiple priorities independently while maintaining attention to detail.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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