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 >