Paralegal Estate Administration

Mission Recruiting is partnering with a respected law firm seeking an experienced Trust Officer to oversee the administration and management of personal trusts, estates, and fiduciary accounts. This position is ideal for a professional who thrives at the intersection of client service, fiduciary law, and wealth management.

As a Trust Officer
, you’ll play a vital role in ensuring each trust and estate is managed with precision, care, and compliance, while providing trusted guidance to clients, beneficiaries, and co-fiduciaries.

• Administer a portfolio of trusts, estates, guardian ships, and agency accounts in compliance with governing documents, laws, and internal policies.
• Oversee asset collection, valuation, and distribution for trusts and estates.
• Maintain detailed records, reports, and required fiduciary filings.

• Serve as the primary point of contact for clients, beneficiaries, and co-fiduciaries.
• Provide clear guidance on trust provisions, distributions, and fiduciary procedures.
• Build and maintain long-term client relationships through responsive, proactive service.

• Ensure all fiduciary actions align with internal controls, regulations, and applicable trust laws.
• Identify potential compliance risks and coordinate with internal legal and audit teams.

• Partner with wealth advisors, portfolio managers, and tax professionals to provide comprehensive client solutions.
• Coordinate with attorneys and accountants on complex estate and trust matters.
• Support business development by identifying opportunities to expand client relationships.

• Manage probate and estate settlement processes, ensuring timely and accurate completion.
• Work with executors, beneficiaries, and legal counsel to facilitate estate distribution.

• Bachelor’s degree required; JD, CPA, or CTFA preferred.
• 3–7 years of experience in trust administration, estate settlement, or fiduciary services.
• Strong knowledge of trust and estate law, fiduciary principles, taxation, and financial planning.
• Excellent communication, analytical, and problem-solving skills.
• High attention to detail and strong organizational ability.
• Proficiency in trust accounting systems and Microsoft Office Suite.

• $75,000-$110,000
• Potential for discretionary and performance-based bonuses

• Health, dental & vision insurance
• PTO and sick leave
• 401(k) with matching or profit sharing
• Life insurance policy
• Professional development opportunities

This is a unique opportunity to join a highly regarded fiduciary team known for integrity, professionalism, and exceptional client service. You’ll have the autonomy to manage complex trust relationships while collaborating with top-tier financial and legal professionals.

Salary Range: $75,000 - $110,000

Reference: 147718

Compensation: $75,000-$110,000 per year