Hybrid Estate & Trust Administrator

Leblancyoung; Portland (ME); Híbrido; USD 41.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid vacation

Health insurance

Dental insurance

401(k)

Parking

Profit sharing

Descripción de la vacante

LeBlanc & Young, a boutique Portland estate planning & probate law firm, seeks a Trust & Estate Administrator to manage estate and trust administration, fiduciary accounting, and client coordination from intake to closing.

The role supports attorneys and staff, with partial remote work but a strong in-office commitment. A Bachelor’s degree or paralegal certificate and several years of relevant experience are preferred; proficiency in Word/Outlook and MS Office is required.

Formación

• Bachelor’s degree or paralegal certificate strongly preferred.
• Several years of experience as a trust and estate administrator or paralegal preferred.
• Experience in estate administration, trust administration, and fiduciary accounting is desirable.
• Familiarity with fiduciary income tax returns is a significant advantage.
• Proficiency with Word, Outlook, and MS Office; knowledge of tax software is a plus.

Responsabilidades

• Provide legal support to, and work closely with, attorneys and other staff.
• Build relationships with the firm’s client base, advisors and families; respond to questions and inquiries.
• Prepare and assemble documents for probate filings and tax returns.
• Prepare final legal documents for signature.
• Initiate written communications with attorneys, clients, courts and financial institutions.
• Maintain and organize electronic and physical files.
• Follow up on delegated assignments and exercise independent judgment.
• Assist with generating client invoices by time-entry and dissemination of invoices.
• Maintain client confidentiality.

Conocimientos

Estate administration

Fiduciary accounting

Paralegal experience

Client relations

Educación

Bachelor’s degree or paralegal certificate

Herramientas

Word

Outlook

Microsoft Office Suite

Tax preparation software

Descripción del empleo

LeBlanc & Young, a boutique Portland estate planning & probate law firm, seeks a Trust & Estate Administrator to manage estate and trust administration, fiduciary accounting, and client coordination from intake to closing.

The role supports attorneys and staff, with partial remote work but a strong in-office commitment. A Bachelor’s degree or paralegal certificate and several years of relevant experience are preferred; proficiency in Word/Outlook and MS Office is required.