Trust & Estate Settlement Associate

High School Diploma or equivalent.
2-3 years experience as a trust associate, paralegal, or administrative assistant in securities-related industry, law firm or accounting firm.
Familiarity with trust documents and Wills/Codicils used in estate planning; including tax liability reporting concepts, practices and procedures.
Experience in project management for both long- and short-term projects.

Support the estate settlement team in administering a client’s estate at their death.
Assist Associates Estate Settlement team with organizing and understanding estate documents and structures (i.e. wills, trusts, powers-of-attorney, health care directives, pre-nuptials, partnership agreements, irrevocable life insurance trusts, etc.).
Assist in the review of gift tax and estate tax returns for clients.
Coordinate the determination amounts of annual exclusion gifts currently being made, the amount of unified credit, and GST exemptions already used for clients.
Coordinate reviews and make recommendations on the scope of services to be performed in collaboration with firm associates.
Ensure the financial policies, procedures, and internal controls comply with SEC reporting requirements, including Sarbanes-Oxley, to include best practices.
Research, gather, and compile data and information and prepare reports and summaries from a variety of sources.
Provide and/or oversee support activities, including answering telephones; resolving problems and inquiries of visitors; review incoming and outgoing correspondence; and following up on departmental commitments.
Schedule and coordinate meetings, events and/or travel arrangements.
Establish, update, and maintain files, inventories, records and data management systems.
Provide flexible, friendly and proactive service to clients and other professionals.

No preferred qualifications provided.