Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Benefits:
Probate, Estate & Trust Administration Paralegal
About the Position: Berkshire Law Group seeks a paralegal responsible for managing and producing complex, detailed work involving probate, estate & trust administration and fiduciary accounting while providing exceptional service to our clients. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Much of this work is in the areas of accounting and tax, requiring strong mathematical, organizational, and technological skills. As well, this position requires significant client contact and excellent communication skills.
Responsibilities:
Compensation & Benefits:
Location/Availability: This full-time position is based in Lenox, MA, with the opportunity for a flexible and hybrid work schedule. We are open to discussing your situation and work/life balance needs for this opportunity.
Requirements:
Flexible work from home options available.
Job Type: Full-time
Pay: $75,000.00 - $115,000.00 per year
Benefits:
Schedule:
Travel requirement:
Work Location: In person
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