Estate Administrator

Top Law Office in Boston MA has an opening for an Estate Administrator. This role is looking for someone to help with all estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estates. This firm has an amazing culture and offers great benefits.

Job Functions:

• Estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate.
• Collects all assets of the decedent and arranges payment of debts of the decedent and federal and state estate taxes, income taxes and other expenses of administration.
• Applies strong working knowledge of key estate tax concepts, including QTIP elections, GST allocations and apportionment of estate taxes among trusts and estate beneficiaries.
• Prepares federal, Massachusetts and other state estate tax returns. 
• Participates in federal and/or state estate tax audits with the responsible attorney.
• Arranges for the distribution of the estate assets in accordance with the terms of the estate plan, applicable statutes and/or beneficiary designations, and originates trust-funding plan.
• Prepares and files all probate forms and accountings for the estate with the applicable Registry of Probate.
• Consults with the responsible attorney on a continual basis to ensure the attorney is informed on all aspects of the administration and all procedural deadlines are met. 
• Establishes and maintains an effective working relationship with the clients and related advisors and other professionals to obtain and provide information and respond to any concerns or questions. 
• Participates in training and development initiatives, including outside and in-house educational programs, consultation with attorneys and other colleagues. 
• Maintains complete file for each assigned estate. 
• Reports to the Estate & Trust Administration Manager the status and issues relating to the administration of their assigned estates.

Qualifications:

• Bachelor’s degree in Finance or related field required or equivalent work experience.
• Five + years of estate settlement experience.
• Exceptional written, oral, and interpersonal communication skills.
• Proven ability to think quickly in a fast-paced environment. Strong organizational, problem solving and analytical skills.
• Ability to work in a multi-task environment with minimum supervision.
• Proficient use of various software packages, including Excel, Word, Outlook, and PowerPoint. Knowledge of SE2 Trust Accounting System or similar, SEI/SWP, GEMS, TrustEase,