Sr. Estate Administrator
Core
Marshals and administers assets in complex estates and taxable trusts, handling tax elections, asset disposition, valuation, and litigation.
Role type
Senior Estate Administrator
Builds
Estate settlements and trust distributions for sophisticated clients
Domain
Wealth management / Estate administration
Deliverable
client delivery
Required skills
Estate planning, tax law, trust operations, fiduciary income, investments, real estate, accounting
Preferred skills
Litigation management, family dynamics navigation, complex asset valuation
Technologies
N/A
Responsibilities
Administer unusual assets like closely-held stock and real estate; prepare and file tax returns; coordinate with outside counsel and internal tax support; advise on investment programs; manage beneficiary relationships; oversee fundings and distributions; initiate or coordinate litigation.
Seniority
Senior, hands-on IC