The Phoenix Group
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http://www.tpgnyc.com
http://www.tpgnyc.com
USD
70000
85000
YEAR
true
Kaitlyn Vieira
Estate Administrator
2 Greenwich Plaza #6 Greenwich, CT 06830 US
2023-08-02
2023-12-20
Job Type: Legal Secretary, Paralegal
Job Number: 6641
Salary Range: $70,000 - $85,000
Job Description
Our client is looking for an Estate Administrator to join their team in Greenwich, CT! This role will be responsible for assisting Attorneys and Fiduciary Accountants with tasks related to administering and settling estates.
Responsibilities
• Prepare probate papers
• Open and maintain estate and trust accounts
• Inventory, value and collect assets
• Maintain checking accounts (pay bills, track account balances, maintain checkbook)
• Prepare balance sheet and cash requirements memorandum
• Distribute assets to beneficiaries
• Communicate (verbal and written) with clients, Attorneys, executors, trustees and banks. regarding
estate and trust matters
• Administrative tasks involved with executing responsibilities (filing, copying, scanning and mailing)
Qualifications
• High school diploma or GED required
• Degree in business administration, finance or accounting preferred
• Proficiency in Microsoft Office, Excel and Outlook
• Knowledge of databases Westlaw and Lexis / Nexis
• Strong numerical aptitude
Responsibilities
• Prepare probate papers
• Open and maintain estate and trust accounts
• Inventory, value and collect assets
• Maintain checking accounts (pay bills, track account balances, maintain checkbook)
• Prepare balance sheet and cash requirements memorandum
• Distribute assets to beneficiaries
• Communicate (verbal and written) with clients, Attorneys, executors, trustees and banks. regarding
estate and trust matters
• Administrative tasks involved with executing responsibilities (filing, copying, scanning and mailing)
Qualifications
• High school diploma or GED required
• Degree in business administration, finance or accounting preferred
• Proficiency in Microsoft Office, Excel and Outlook
• Knowledge of databases Westlaw and Lexis / Nexis
• Strong numerical aptitude
Meet Your Recruiter
Kaitlyn Vieira
Senior Principal Recruiter
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