Trusts & Estates Administrator for High-Net-Worth Clients

JURISolutions Legal (JSL); Pennsylvania; On-site; USD 90,000 - 120,000; Full time

Job summary

JURISolutions Legal is seeking a Trust & Estates Administrator for a growing opportunity with a well-established law firm in Voorhees, New Jersey. The role blends traditional trust and estates paralegal duties with potential responsibilities in tax, accounting, wealth management, or financial advisory services, and involves direct interaction with high-net-worth clients and their advisors.

Responsibilities include preparing estate and inheritance tax returns, coordinating with attorneys and

Qualifications

• Bachelor's degree required.
• Minimum of 2 years of relevant experience.
• Background in trust and estates, tax preparation, accounting, wealth management, financial planning, or related fields.
• Strong client service and communication skills.
• Detail-oriented with excellent organizational abilities.

Responsibilities

• Prepare estate and inheritance tax returns.
• Communicate directly with high-net-worth clients and their advisors.
• Assist with trust and estate administration matters.
• Gather, organize, and analyze financial and estate-related information.
• Coordinate with attorneys, clients, financial institutions, and other stakeholders.
• Maintain accurate records and support ongoing client matters.

Skills

Client service

Communication

Attention to detail

Education

Bachelor's degree

Job description

JURISolutions Legal is seeking a Trust & Estates Administrator for a growing opportunity with a well-established law firm in Voorhees, New Jersey. The role blends traditional trust and estates paralegal duties with potential responsibilities in tax, accounting, wealth management, or financial advisory services, and involves direct interaction with high-net-worth clients and their advisors.

Responsibilities include preparing estate and inheritance tax returns, coordinating with attorneys and