Trust and Administration Associate

Jobot; Fort Wayne (IN); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobot seeks a Trust and Administration Associate for our Fort Wayne, IN office. This permanent, on-site role focuses on trust and estate administration, probate, real estate, wealth management, and tax matters.

The ideal candidate has a JD and at least five years of experience, strong client service skills, and the ability to manage complex matters with professionalism and independence.

Qualifications

• JD required from an accredited law school.
• Minimum 5 years' experience in trust/estate administration, probate, real estate, 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 clients and advisors.
• Strong organizational skills with ability to manage multiple tasks.
• Proficiency in legal research tools/software.
• Ability to work independently and as part of a team.
• High level of professionalism and commitment to client service.

Responsibilities

• 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.

Skills

Excellent communication

Analytical thinking

Team player

Education

Juris Doctor (JD) from an accredited law school

5+ years of experience in trust and estate administration, probate, real estate, and wealth management

Tools

Legal research tools/software

Job description

Trust and Administration Associate

$120000 - $160000 per year | Fort Wayne, IN | On-site | Permanent

Law firm seeking Trust and Administration Associate

A bit about us:

We are a full-service law firm with a long-standing presence in the business and legal community, providing sophisticated counsel to companies, institutions, and individuals across a wide range of industries. Our attorneys work across disciplines including litigation, corporate and business law, labor and employment, real estate, intellectual property, healthcare, financial services, and estate planning. We combine the capabilities and experience of a larger firm with a collaborative, relationship-driven approach to client service. Our attorneys are encouraged to take ownership of their work, develop meaningful client relationships, and gain hands-on experience handling complex matters. We pride ourselves on being responsive, practical, and deeply committed to the clients and communities we serve.

Why join us?

• Market-competitive compensation and a comprehensive benefits program.
• Support for continuing legal education, professional growth, and practice development.
• A collegial environment that values initiative, teamwork, and high-quality client service

Job Details

We are seeking a dynamic Trust and Administration Associate who is passionate about the legal field, particularly in the areas of Wills, Probate, Real Estate Law, Wealth Management, Family Law, Generation Skipping, Fiduciary, and tax. This is a permanent position that offers a unique opportunity to work on complex trust and estate administration matters with a team of experienced professionals. The ideal candidate will have a minimum of 5 years of experience in the legal industry, with a strong focus on trust and estate administration.

Responsibilities

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

Qualifications

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

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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