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    We are seeking an Estate Planning & Trust Administrator to join client's team located in Dallas, Texas. The Trust Administrator will play a crucial role in managing investments, preparing materials for board/committee meetings, and ensuring all trust and estate matters are effectively handled. This role provides a great opportunity for those looking to further their career in a challenging yet rewarding field. A background working in trusts and estate planning is required and this position is working 5 days in office and the role includes some amazing benefits!


    Responsibilities:

    • Manage trust investments, ensuring they align with the financial goals and strategies.

    • Prepare board/committee meeting materials, minutes, and reports to ensure transparency and effective communication within the team.

    • Assist in the development and formation of trusts in collaboration with outside counsel, making decisions on situs, trustee, beneficiaries, funding, and other relevant terms.

    • Administer life insurance programs, including the settlement of existing policies and underwriting as policies are acquired or terminated.

    • Assist in the structuring and administration of marital property agreements to ensure fair and legal distribution of assets.

    • Interface with outside counsel on planning, execution, and implementation of trusts and estate plans.

    • Conduct trust reporting to beneficiaries, maintaining accurate records and ensuring beneficiaries are kept informed.

    • Stay updated with state and federal laws and strategies relevant to trusts, estate planning, marital planning, and exempt organizations.


    • Knowledge and understanding of Corporate Trust and Real Estate Investment Trusts

    • Expertise in Tax - Trust & Estate, Trusts and Estates, and Estate Tax

    • Familiarity with Estate Law and Tax Law

    • Experience in preparing and filing Estate Tax Return

    • Understanding of Supplemental Life Insurance policies

    • Legal knowledge, particularly in relation to trusts and estate planning

    • Strong legal writing skills

    • Prior experience in Estate Planning is necessary


    Apply today for immediate and confidential consideration or email your resume directly to Emily Clark, Vice President of Direct Hire, at emily.clark < at > roberthalf. < com >


    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.
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    Trust Administrator Job in Dallas | Robert Half