Vacancy caducado!
Boutique firm dedicated to serving ultra-high net worth families/foundations is looking to hire an experienced Estate Administration Assistant. Through their expertise in asset diversification, effective estate planning and education, the team crafts tailored strategies to meet both the financial and non-financial needs of their clients.
Responsibilities:
Identify estate assets
Gather and compile all necessary information for the preparation of Estate Tax Returns (Form 706)
Liaise with financial institutions regarding the decedent’s accounts
Prepare funding schedules for estates and trusts
Maintain communication with attorneys and CPAs representing individuals and estates
Collaborate with attorneys to navigate the probate process
Collect and provide information for estate, gift, and income tax returns for individuals and trusts
Coordinate with appraisers and estate sale companies
Guide the estate process from inception to conclusion under the supervision of a trust officer
Visit homes and other properties owned by the decedent’s family; assist with sorting, disposition of personal files, personal property, sale of real estate, and coordination with realtors
Liaise with insurance companies to determine appropriate policies for high-net-worth clients and their properties under the supervision of a trust officer
Ensure timely renewal of insurance policies and payment of premiums
Manage property, including arranging occasional maintenance calls for plumbers, air conditioning, pest control, etc.
Visit properties and coordinate with household and ranch staff
Manage calendars and arrange travel
Process staff payroll
Receive and manage client mail, complete bill pay for clients
Communicate with banks on behalf of clients to obtain statements and coordinate client needs for replacement credit cards, etc.
Assist clients with annual birthday and Christmas cash gifts to family members and charitable gifts
Make regular visits to local clients within for item drop-off/pick-up
Requirements:
Bachelor’s degree
3+ years’ experience working with ultra-high net worth clients and trusts
Experience administering high net worth estates
Prepare appropriate written correspondence to clients via letter/email
Vacancy caducado!