Trust & Estate Administrator

Leblancyoung; Portland (ME); Hybrid; USD 41.000 - 62.000; Vollzeit

Benefits dieser Stelle

Paid vacation

Health insurance

Dental insurance

401(k)

Parking

Profit sharing

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Estate administration

Fiduciary accounting

Paralegal experience

Client relations

Ausbildung

Bachelor’s degree or paralegal certificate

Tools

Word

Outlook

Microsoft Office Suite

Tax preparation software

Jobbeschreibung

LeBlanc & Young, a boutique Portland estate planning & probate law firm, is seeking a Trust & Estate Administrator.

The ideal candidate will have experience in estate administration, trust administration and fiduciary accounting.The prime candidate can work independently, handling administration of an estate from beginning to end, collaborating with attorneys as needed. Familiarity with fiduciary income tax returns is a significant advantage.

Position is full-time.Partial remote work is available, but a substantial and regular in office commitment is required.Pay ranges from $30-45/hour, commensurate with experience, along with a competitive benefits package including paid vacation, health insurance, dental insurance, 401(k), parking, and profit sharing.

Essential Duties and Responsibilities (include, but are not limited to):

Provide legal support to, and work closely with, attorneys and other staff.

Build relationships with the firm’s large client base, their advisors and families; respond to questions and requests for information; answer client calls and respond to inquiries.

Prepare and assemble documents and related information for court probate filings and tax returns.

Prepare final legal documents for signature.

Initiate oral and written communications, including routine correspondence and emails with attorneys, clients, courts, government officials and financial institutions.

Maintain and organize electronic filing systems and physical files.

Follow up on delegated assignments; use independent judgment and discern when to act and when to refer matters to an attorney.

Assist with generating client invoices by entering daily time and organizing and disseminating invoices.

Maintain client confidence by keeping client/attorney information confidential.

Qualifications:

Bachelor’s degree or paralegal certificate strongly preferred.

Several years of experience as a trust and estate administrator or paralegal preferred, alternatively associated and related work experience such as a trust department or financial firm could also be helpful.

Strong organizational and multi-tasking skills, tact, diplomacy, and a positive can-do attitude.

Must be able to work efficiently independently with little supervision including analysis and problem-solving as needed.

Ability to listen, adapt and follow direction.

Proficiency in Word, Outlook, and Microsoft Office Suite; must be comfortable learning other software programs as needed. Experience with professional tax preparation software a plus.

Display a high level of professionalism and warm demeanor and have the ability to interact positively and sensitively with clients and staff from varying backgrounds and personal circumstances.

Knowledge of standard office practices.

Proficiency with the English language including the meaning and spelling of words, rules of composition, and grammar.

Strong writing skills and reading comprehension.

Ability to use standard office equipment such as computers, copy/fax machines, multi-line telephones, printers, etc.