What are the responsibilities and job description for the Estate Administrator position at Jobot?
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Job details:
Estate Administrator Needed for Mid-Size Law Firm Located in the Financial District! 5 Years Experience Required! Flexible Work Environment! Great Benefits!
This Jobot Job is hosted by: Monica Feltz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $130,000 per year
A bit about us:
Our client is a well-known mid-size law firm located in the heart of Boston's Financial District! For more than 100 years, our client has provided high-quality legal advice that has earned them client loyalty and respect amongst their peers. With a wide range of services provided, they represent national, international, and foreign companies, local and regional institutions, public entities and municipalities, closely held businesses, regulated industries, educational institutions, and individuals & families. Our client provides an experienced support staff, current technology, ongoing training, and full-time IT and marketing departments
Why join us?
Medical, Dental & Vision Insurance
Flexible Work Environment - Hybrid Schedule
401K & Profit Sharing Plan
Paid Time Off
Short & Long Term Disability
Growth Opportunities
Health & Wellness
Commuter Benefits
Job Details
We are seeking an experienced Estate Administrator to support our Trusts & Estates practice. This position involves managing all aspects of estate administration while working closely with attorneys, clients, personal representatives, and beneficiaries. The ideal candidate is organized, detail-oriented, and able to manage complex, high-net-worth estates with professionalism and discretion.
Key Responsibilities:
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Estate Administrator Needed for Mid-Size Law Firm Located in the Financial District! 5 Years Experience Required! Flexible Work Environment! Great Benefits!
This Jobot Job is hosted by: Monica Feltz
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $130,000 per year
A bit about us:
Our client is a well-known mid-size law firm located in the heart of Boston's Financial District! For more than 100 years, our client has provided high-quality legal advice that has earned them client loyalty and respect amongst their peers. With a wide range of services provided, they represent national, international, and foreign companies, local and regional institutions, public entities and municipalities, closely held businesses, regulated industries, educational institutions, and individuals & families. Our client provides an experienced support staff, current technology, ongoing training, and full-time IT and marketing departments
Why join us?
Medical, Dental & Vision Insurance
Flexible Work Environment - Hybrid Schedule
401K & Profit Sharing Plan
Paid Time Off
Short & Long Term Disability
Growth Opportunities
Health & Wellness
Commuter Benefits
Job Details
We are seeking an experienced Estate Administrator to support our Trusts & Estates practice. This position involves managing all aspects of estate administration while working closely with attorneys, clients, personal representatives, and beneficiaries. The ideal candidate is organized, detail-oriented, and able to manage complex, high-net-worth estates with professionalism and discretion.
Key Responsibilities:
- Administer estates, including complex and high-net-worth matters.
- Draft and interpret estate planning documents such as wills, trusts, and related filings.
- Prepare and file probate court documents, estate tax returns, and accountings.
- Collect, value, and transfer assets; fund marital and tax-exempt trusts.
- Manage estate and trust accounts, including distributions, payments, and reconciliations.
- Coordinate with accountants, advisors, and beneficiaries to ensure smooth administration.
- Maintain accurate records, meet filing deadlines, and support attorneys throughout the process.
- Bachelor’s degree or equivalent experience required.
- Minimum of five years’ experience in estate administration, preferably within a law firm, bank, or trust company.
- Strong knowledge of estate and tax processes; experience with state and federal estate tax returns.
- Proficiency in Microsoft Word, Excel, and Outlook; familiarity with tax or accounting software (e.g., CCH Axcess) preferred.
- Excellent organizational, communication, and client service skills.
- Ability to manage multiple priorities independently while maintaining attention to detail.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $75,000 - $130,000