Trust Administrator

Compensation: $85,000+

Salary negotiable based on experience.

Aligned Talent Acquisition is recruiting for an experienced Trust Administrator to join a sophisticated Trusts & Estates practice. This role will work closely with attorneys, fiduciaries, beneficiaries, financial institutions, and tax professionals throughout the trust administration process.

Ideal Background

• Experience with trust administration, estate administration, fiduciary services, or trusts and estates

• Experience managing trust assets, beneficiary distributions, accountings, and administrative documentation

• Familiarity with fiduciary tax matters and Forms 56, SS-4, 2848, and 1041 is highly desirable

• Experience coordinating with financial institutions, appraisers, insurance companies, and tax professionals

• Strong organizational skills and ability to manage multiple matters and deadlines

• Excellent communication skills and a high level of attention to detail

• Experience with GEMS, FAS, Centerbase, or similar systems is a plus; training is available

Why This Opportunity

$85,000+ starting salary

Health, dental, vision & HSA benefits

401(k) + profit sharing

Life, disability & AD&D insurance

Vacation & PTO

Cell phone allowance & EAP benefits

Flexible environment with 2 work-from-home days per month

Interested?

If you have experience in trust administration, estate administration, fiduciary services, or trusts and estates, I'd love to have a confidential conversation about the opportunity.

Devney AyersDirector of Legal RecruitingAligned Talent Acquisition

devney@alignedtalentacquisition.com