Trust & Estates Administrator Job at KLR Executive Search Group LLC, Needham Heights, MA

OXhUN0pxeFZibzV1RlExcUxlQnFLV2FsREE9PQ==
  • KLR Executive Search Group LLC
  • Needham Heights, MA

Job Description

Job Description

KLR Executive Search Group is proud to partner with a highly regarded Massachusetts law firm providing strategic legal counsel to privately held businesses and high-net-worth individuals.

The Opportunity :

The firm is seeking a Trusts & Estates Administrator to join its Private Client Services group in Needham, MA. In this role, you will manage trusts and estates, working closely with clients and fiduciaries to collect assets, settle debts and taxes, and distribute funds in accordance with wills, trusts, and applicable laws. The group advises high-net-worth individuals, families, business owners, and institutional fiduciaries, providing services such as trust and estate administration, probate support, wealth transfer strategies, charitable giving, and family office support. Known for its discretion and client-focused approach, the team delivers personalized guidance tailored to each client’s goals.

Responsibilities:

  • Collecting, organizing, and valuing estate and trust assets
  • Handling payment of outstanding debts and filing estate or fiduciary tax returns
  • Distributing assets to beneficiaries according to trust or estate documents
  • Maintaining accurate records and preparing detailed accountings for beneficiaries or courts
  • Ensuring compliance with state and federal regulations

Qualifications:

  • 3+ years of experience in trust and estate administration, probate, or related financial/administrative work
  • Strong organizational, analytical, and communication skills
  • Client-focused mindset and ability to manage multiple priorities effectively
  • A law degree is not required, though a degree in tax, accounting, or a related field is preferred.

Job Tags

Work at office,

Similar Jobs

APA International Placement Consultants

Economics Research Assistant, Japanese Bilingual Job at APA International Placement Consultants

An international bank seeks a bilingual Japanese Assistant to Economists in New York City. The individual will be responsible for research as well as analyzing mainly U.S. Economic data and preparing reports in Japanese.Major Responsibilities:Translate economic reports... 

Tyson Foods

Senior Analyst Corporate Finance Job at Tyson Foods

 ...Summary: The Senior Analyst Corp Finance role will support, administer, and enhance Tysons Anaplan models as a member of the FP&A Systems team driving transformation and connected financial planning solutions. This role focuses on providing comprehensive support... 

FocusGroupPanel

Virtual Data Entry Clerk Job at FocusGroupPanel

 ...Seeking Motivated Individuals For Data Entry Type Work From Home Our company is seeking applicants who are motivated to work from home...  ...welcome to apply. No previous experience is necessary. *Look out for correspondence from us in your email once you apply here.... 

LHH

Visual Content Designer (Graphics + Photo) Job at LHH

Paladin is now LHH Recruitment Solutions! We are partnering with our El Cerrito, CA consumer products client to recruit a Visual Content Designer to join their photo and design production team on a permanent basis. In this role, you will split your time between tactical...

Mercy

Registered Nurse - Dedicated Orientation Unit (5200) FT Nights Job at Mercy

 ...(NO CONTRACT) Dedicated Orientation Unit Overview: Are you interested in continuing...  ...: Must have a minimum of three years of working nursing experience. Preferred...  ...Certifications: Must have American Heart Association Healthcare Provider card or complete a course within...