Estate & Trust Admin Coordinator — Hybrid & Growth

steinbachergoodallyurchak

Wilkes-Barre (Luzerne County)

Hybrid

USD 52,000 - 75,000

Full time

9 days ago

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Benefits offered by this job

Hands-on training in estate & trust

Competitive compensation

Collaborative team environment

Hybrid work schedule after training

Job summary

Steinbacher, Goodall & Yurchak is seeking a Coordinator to join our Estate & Trust Administration Team. This role supports attorneys and senior paralegals in handling estate assets, probate filings, tax documents, and client communications.

A strong candidate will have an associate degree in paralegal studies or related field, at least 1 year of law firm experience, excellent organization and detail orientation, and proficiency in Microsoft Office and practice management software.

Qualifications

Associate degree or paralegal studies or related legal field.
At least 1 year of law firm experience.
Strong organizational, communication, and time management skills.
Ability to work under pressure while maintaining accuracy and professionalism.
Exceptional attention to detail and problem-solving abilities.
Dedicated work ethic and ability to handle multiple tasks efficiently.
Experience in Microsoft Office and legal practice management software.
Keen interest in estate and trust administration, wills, trusts, estate planning, and taxation.

Responsibilities

Assist attorneys and senior paralegals in all aspects of estate and trust administration, including preparing documents and communicating with government agencies.
Prepare and file probate petitions and other court documents.
Attend probate appointments as necessary.
Gather, organize, and manage information on decedent assets, liabilities, and beneficiaries.
Prepare and submit state inheritance tax returns, inventories, and other tax filings.
Communicate professionally with clients, beneficiaries, financial institutions, and court personnel.
Provide clients with updates on the administration process and address questions.
Organize and maintain client materials and files.
Prepare, proofread, and finalize correspondence for attorney review.
Prepare financial accountings and reports for estates or trusts.
Ensure compliance with deadlines for court and tax filings.
Collaborate with accountants and tax professionals for tax filings.
Assist in asset valuation and liquidation and file related documents for transfers and title changes.
Accurately prepare and process client invoices.
Perform general administrative tasks and coordinate client meetings.