Trust Administration Assistant jobs in New Jersey
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Trust & Estates Administration Paralegal
- Gallin Associates
-
Hackensack, NJ
FULL_TIME
-
Job Title: Trust & Estates Administration Paralegal
Job Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates. You will assist in managing the probate process, distributing assets, preparing tax filings, and communicating with beneficiaries. Your attention to detail and understanding of legal procedures will be essential in ensuring the efficient and accurate administration of trusts and estates.
Responsibilities- Estate Administration: Assist attorneys in managing the administration of decedents' estates, including probate proceedings, asset inventory, creditor claims, and distribution of assets to beneficiaries. Prepare and file necessary court documents, petitions, and affidavits.
- Trust Administration: Support attorneys in the administration of trusts, including funding trusts, managing trust assets, preparing accountings, and distributing trust income and principal to beneficiaries. Monitor compliance with trust terms and legal requirements.
- Beneficiary Communication: Serve as a point of contact for beneficiaries of trusts and estates. Communicate with beneficiaries regarding their rights, entitlements, and distribution schedules. Provide updates on the status of estate or trust administration proceedings.
- Estate Tax Filings: Assist in preparing and filing estate tax returns (Form 706) and related tax filings. Gather necessary financial information, calculate estate tax liabilities, and coordinate with tax professionals to ensure compliance with tax laws and regulations.
- Accounting and Recordkeeping: Maintain accurate records of trust and estate transactions, including financial transactions, asset valuations, and distributions. Prepare periodic accountings and reports for beneficiaries, courts, and taxing authorities.
- Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications. Compile relevant statutes, regulations, and case law to support attorneys in advising clients and resolving legal matters.
- Document Preparation: Draft legal documents and correspondence related to trust and estate administration, including deeds, contracts, releases, and waivers. Ensure accuracy and compliance with legal requirements and court procedures.
- Collaboration and Coordination: Collaborate with attorneys, paralegals, financial advisors, accountants, and other professionals involved in trust and estate administration. Coordinate activities and exchange information to facilitate the resolution of legal matters.
- Client Service: Provide exceptional service to clients by addressing inquiries, providing updates, and ensuring timely resolution of administrative matters. Maintain professionalism and confidentiality in all client interactions.
- Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred.
- Paralegal certificate from an accredited program is a plus.
- Prior experience working as a paralegal in trust and estate administration preferred.
- Strong knowledge of probate procedures, trust administration principles, and estate tax laws.
- Proficiency in Microsoft Office Suite and legal software applications.
- Excellent organizational skills and attention to detail.
- Strong communication and interpersonal skills, with the ability to interact professionally with clients, attorneys, and colleagues.
- Ability to manage multiple tasks and prioritize workload effectively.
- Commitment to maintaining confidentiality and upholding ethical standards.
Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. College degree and/or paralegal certificate preferred. We will consider a JD/paralegal candidate as well - 6 Days Ago
Trust & Estates Administration Paralegal
- Retail Options
-
Hackensack, NJ
FULL_TIME
- Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates...
- 7 Days Ago
Trust & Estates Administration Paralegal
- Afton Consulting Group
-
Hackensack, NJ
FULL_TIME
- Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates...
- 7 Days Ago
Trust & Estates Administration Paralegal
- Impact Solutions Inc
-
Hackensack, NJ
FULL_TIME
- Job Title: Trust & Estates Administration Paralegal Job Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estate...
- 1 Month Ago
Trust and Estate Administration Paralegal
- Spino Inc
-
Hackensack, NJ
FULL_TIME
- Trust and Estate Administration Paralegal Hackensack, NJ/New York, NY/Boca Raton/Palm Beach, FL (Hybrid, 2 days Onsite) Full Time Role Must Come from a good Law Firm background. Job Description: · See...
- 24 Days Ago
Planning and General Affairs Administration Administrator
- Sumitomo Mitsui Trust Bank (U.S.A.) Limited
-
Hoboken, NJ
FULL_TIME
- Company DescriptionSumitomo Mitsui Trust Bank (U.S.A.) Limited, ("SMTBUSA"), was originally established in 1987 as a New York State chartered trust and banking company, insured by the Federal Deposit ...
- 20 Days Ago
Trust Administration Assistant jobs at Popular Companies
Clerical Administrative Assistant
- Grundy/Kendall HR Consortium
-
Yorkville, IL
- Position Type: Secretarial/Clerical/Secretary Date Posted: 4/24/2024 Location: Yorkville Intermediate School Date Availa...
- 6/11/2024 12:00:00 AM
Clerical Administrative Assistant
- New York City, NY
-
New York, NY
- Under supervision, performs clerical and related work with limited latitude for independent judgment: we are seeking an ...
- 6/11/2024 12:00:00 AM
Admin Clerical- Administrative Assistant
- Pioneer Data Systems
-
Peapack, NJ
- Position Details: Our client, a world-leading Pharmaceutical Company in Peapack, NJ is currently looking for an Administ...
- 6/11/2024 12:00:00 AM
Admin-Clerical - Administrative Assistant
- Pioneer Data Systems
-
Collegeville, PA
- Position Details: Our client, a world-leading Pharmaceutical Company in Collegeville, PA is currently looking for a Admi...
- 6/11/2024 12:00:00 AM
General Administrative Assistant
- Florida National University
-
Hialeah, FL
- Florida National University - Local applicants only. Onsite. English language fluence required (speak, write, read). Spa...
- 6/11/2024 12:00:00 AM
General Administrative Assistant
- Florida National University-Main Campus
-
Hialeah, FL
- Helps maintain an efficient office environment. This position will provide administrative, secretarial and clerical supp...
- 6/11/2024 12:00:00 AM
Administrative Assistant (Administrative Support III)
- Johnson County (KS)
-
Olathe, KS
- Overview A career with Johnson County Government is more than just a job, it is an opportunity to serve a diverse and ex...
- 6/7/2024 12:00:00 AM
General Administrative Assistant
- Highway Machine Co Gears
-
Princeton, IN
- HMC Gears is seeking employees with exceptional organizational skills, who pay attention to details, and have a natural ...
- 6/7/2024 12:00:00 AM
About New Jersey
New Jersey is bordered on the north and northeast by New York (parts of which are across the Hudson River, Upper New York Bay, the Kill Van Kull, Newark Bay, and the Arthur Kill); on the east by the Atlantic Ocean; on the southwest by Delaware across Delaware Bay; and on the west by Pennsylvania across the Delaware River.
New Jersey is often broadly divided into three geographic regions: North Jersey, Central Jersey, and South Jersey. Some New Jersey residents do not consider Central Jersey a region in its own right, but others believe it is a separate geographic and cultural area from the Nor...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$50,822 to $64,783
Most Popular Cities in New Jersey for Trust Administration Assistant Jobs
What does a Trust Administration Assistant do?
Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019