Estate Administrator
Listed on 2026-03-06
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Law/Legal
Regulatory Compliance Specialist
Estate Administrator Needed for Mid-Size Law Firm Located in the Financial District!
5+ Years Experience Required! Flexible Work Environment! Great Benefits!
Job details:
Salary: $75,000 - $130,000 per year
Job posted by Jobot, hosted by:
Monica Feltz. Looking for a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
About the Firm: Our client is a well‑known mid‑size law firm located in the heart of Boston's Financial District. For more than 100 years, the firm has provided high‑quality legal advice that has earned them client loyalty and respect amongst peers. With a wide range of services, the firm represents national, international, and foreign companies, local and regional institutions, public entities and municipalities, closely held businesses, regulated industries, educational institutions, and individuals & families.
The firm provides an experienced support staff, current technology, ongoing training, and full‑time IT and marketing departments.
Benefits:
- 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
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.
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