Paralegal | Estate Administration | 147718

Job Description

Job Description

Mission Recruiting is partnering with a respected law firm seeking an experienced Trust Officer to oversee the administration and management of personal trusts, estates, and fiduciary accounts. This position is ideal for a professional who thrives at the intersection of client service, fiduciary law, and wealth management.

As a Trust Officer , you'll play a vital role in ensuring each trust and estate is managed with precision, care, and compliance, while providing trusted guidance to clients, beneficiaries, and co-fiduciaries.

Key Responsibilities

Fiduciary Administration

• Administer a portfolio of trusts, estates, guardianships, and agency accounts in compliance with governing documents, laws, and internal policies.
• Oversee asset collection, valuation, and distribution for trusts and estates.
• Maintain detailed records, reports, and required fiduciary filings.

Client Relationship Management

• Serve as the primary point of contact for clients, beneficiaries, and co-fiduciaries.
• Provide clear guidance on trust provisions, distributions, and fiduciary procedures.
• Build and maintain long-term client relationships through responsive, proactive service.

Risk & Compliance

• Ensure all fiduciary actions align with internal controls, regulations, and applicable trust laws.
• Identify potential compliance risks and coordinate with internal legal and audit teams.

Collaboration

• Partner with wealth advisors, portfolio managers, and tax professionals to provide comprehensive client solutions.
• Coordinate with attorneys and accountants on complex estate and trust matters.
• Support business development by identifying opportunities to expand client relationships.

Estate Administration

• Manage probate and estate settlement processes, ensuring timely and accurate completion.
• Work with executors, beneficiaries, and legal counsel to facilitate estate distribution.

Qualifications

• Bachelor's degree required; JD, CPA, or CTFA preferred.
• 3–7 years of experience in trust administration, estate settlement, or fiduciary services.
• Strong knowledge of trust and estate law, fiduciary principles, taxation, and financial planning.
• Excellent communication, analytical, and problem-solving skills.
• High attention to detail and strong organizational ability.
• Proficiency in trust accounting systems and Microsoft Office Suite.

Compensation

• $75,000-$110,000
• Potential for discretionary and performance-based bonuses

Benefits

• Health, dental & vision insurance
• PTO and sick leave
• 401(k) with matching or profit sharing
• Life insurance policy
• Professional development opportunities

Why Join

This is a unique opportunity to join a highly regarded fiduciary team known for integrity, professionalism, and exceptional client service. You'll have the autonomy to manage complex trust relationships while collaborating with top-tier financial and legal professionals.

Salary Range: $75,000 - $110,000

Reference: 147718

#ZR

Mission Recruiting is a dynamic full-service, corporate recruiting company working with a diverse array of clients and candidates. We represent legal, healthcare and leadership opportunities. We provide the best recruiting experience for our clients, our candidates and our team members.

Company Description

Mission Recruiting is a dynamic full-service, corporate recruiting company working with a diverse array of clients and candidates. We represent legal, healthcare and leadership opportunities. We provide the best recruiting experience for our clients, our candidates and our team members.