Estate & Trust Administration Coordinator

Duane Morris LLP; Philadelphia (Philadelphia County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Healthcare

Dental & Vision

Commuter Benefits

HSA/FSA

Job summary

Duane Morris LLP is seeking an Estates and Trusts Coordinator in Philadelphia to support the Private Client Services group. The role focuses on document management, estate and trust administration support, and liaising with attorneys.

You will handle Will Vault maintenance, assist with tax filings and gift tax projects, and contribute to various junior paralegal tasks. The position requires onsite work five days per week and strong MS Office skills.

Qualifications

• 1-2 years of related administrative experience preferred.
• Proficiency in MS Word, Excel and Outlook required.
• Must be able to lift and move up to 10 lbs and use a ladder to reach items.
• Onsite work five days per week.

Responsibilities

• Maintain and update the Private Client Services document database (Will Vault).
• Process incoming original documents, verify completeness, code and store documents.
• Assist with estate administration projects (large estate tax filings, exhibit assembly, certified mail).
• Assist with annual gift tax project (ledger maintenance, extensions, client correspondence, DocuSign coordination).
• Provide administrative support to attorneys in the group.
• Assist with trust administration projects and annual client notices.
• Assist with capital calls and subscription documents for trust investments.
• Perform other junior paralegal tasks as requested.

Skills

Administrative experience

MS Word

Excel

Outlook

Physical ability

Tools

Will Vault

Job description

Duane Morris LLP is seeking an Estates and Trusts Coordinator in Philadelphia to support the Private Client Services group. The role focuses on document management, estate and trust administration support, and liaising with attorneys.

You will handle Will Vault maintenance, assist with tax filings and gift tax projects, and contribute to various junior paralegal tasks. The position requires onsite work five days per week and strong MS Office skills.