The Trust Operations Administrator manages all aspects of estate administration for assigned estates in line with firm policies.
Job functions include estimating estate value, collecting assets, paying debts and taxes, preparing tax returns, supporting estate tax audits, arranging asset distributions, preparing probate accountings, and maintaining ongoing communication with attorneys and clients.
The role requires establishing effective relationships with stakeholders, participating in training, and maintaining detailed estate files.
Essential competencies involve proactive collaboration, organization, current knowledge of industry trends, innovative thinking, and sound judgment.
Qualifications include a Bachelor's degree or equivalent experience, estate settlement expertise, strong communication and organizational skills, proficiency with relevant software, and knowledge of trust accounting systems.