Senior Trust & Estate Administrator

Leoforce; Fort Wayne (IN); Sur place; USD 120 000 - 160 000; Plein temps

Résumé du poste

Leoforce seeks a seasoned Trust and Administration Associate to lead complex trust and estate matters, including probate, tax compliance, and wealth transfer strategies for clients and their advisors.

The ideal candidate has 5+ years in trust/estate administration and real estate law, with JD and strong analytical, communication, and organizational skills, ensuring professional client service.

Qualifications

• Juris Doctor degree from an accredited law school.
• Minimum of 5 years of experience in trust and estate administration, probate, real estate law, and wealth management.
• Knowledge of federal and state tax laws related to trusts and estates.
• Strong understanding of family law and generation skipping.
• Excellent analytical, problem-solving, and decision‑making skills.
• Exceptional communication skills, with the ability to effectively interact with clients and their advisors.
• Strong organizational skills, with the ability to manage multiple tasks and meet deadlines.
• Proficiency in using legal research tools and software.
• Ability to work independently and as part of a team.
• High level of professionalism and commitment to client service.

Responsabilités

• Administer a diverse portfolio of trust and estate accounts, including revocable and irrevocable trusts, testamentary trusts, life insurance trusts, charitable trusts, and private foundations.
• Collaborate with internal and external partners to ensure a seamless client experience.
• Manage the entire probate process, including the preparation and filing of necessary court documents.
• Oversee the preparation of estate tax returns and fiduciary income tax returns.
• Work closely with clients and their advisors to develop and implement wealth transfer strategies, including generation-skipping transfers.
• Review and interpret wills and trust agreements to ensure proper administration.
• Maintain up‑to‑date knowledge of tax laws and regulations, and provide guidance to clients and their advisors on tax planning strategies.
• Assist in resolving complex legal issues related to trust and estate administration.
• Participate in business development efforts to attract new clients and deepen relationships with existing clients.

Connaissances

Analytical skills

Communication skills

Organizational skills

Teamwork

Legal research

Formation

Juris Doctor (JD) degree

Outils

Legal research software

Description du poste

Leoforce seeks a seasoned Trust and Administration Associate to lead complex trust and estate matters, including probate, tax compliance, and wealth transfer strategies for clients and their advisors.

The ideal candidate has 5+ years in trust/estate administration and real estate law, with JD and strong analytical, communication, and organizational skills, ensuring professional client service.