Estates and Trust 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

Job Title

Estates and Trusts Coordinator

Department

Private Client Services

Location

Philadelphia

Overview

Duane Morris LLP, a global law firm with 900+ attorneys in offices across the U.S. and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global markets.

Summary

Our Private Client Services team provides complex, sophisticated estate planning and estate and trust administration services to individuals, charitable organizations and fiduciaries. The Estates and Trust Coordinator will provide wide ranging and substantive administrative and junior paralegal support to the group.

Essential Functions

• Serves as one of the main points of contact for the maintenance and upkeep of the Private Client Services department document database ("Will Vault")
• Processes incoming original documents by verifying completeness; sorts, codes and stores original documents according to Will Vault procedures
• Assists with estate administration projects including large estate tax filings (exhibit assembly, certified mail, etc.)
• Assists with annual gift tax project (maintenance of gift tax return ledger, extension preparation and filing, client correspondence for gift information, exhibit assembly, coordination of DocuSigns for execution, certified mail, etc.)
• Provides administrative assistant services to attorneys in the group as needed
• Assists with trust administration projects including annual client notice letters
• Assists with capital calls and completing subscription documents for trust investments
• Assists with additional various junior level paralegal tasks as requested

Preferred Qualifications, Education and Experience

• Highly organized, detailed oriented, industrious and well-rounded individual
• 1-2 years of related administrative experience is 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 climb/reach items
• Position requires working onsite 5 days per week
• Comprehensive healthcare, dental, vision, and prescription plans
• Commuter, HSA and FSA spending accounts
• Short-term and long-term disability and life insurance coverage
• 401k and Pension Plan

Accommodation Statement

If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact Nate Maxwell at 215-979-1000.

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Disclaimer

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities or requirements. In addition, Duane Morris reserves the right to amend, suspend or terminate any benefit plan, in whole or in part, at any time. The authority to make such changes rests with the Plan Administrator