Estate Advisor

The Estate Advisor will be responsible for all phases of the administration of a specific book of assigned estates in accordance with Department and Firm policies and procedures.

Job Functions:

• Estimates value of all assets of the estate, debts of the decedent, costs of administration and estate taxes to determine cash needs for estate.
• Collects all assets of the decedent and arranges payment of debts of the decedent and federal and state estate taxes, income taxes and other expenses of administration.
• Prepares federal, Massachusetts and other state estate tax returns.
• Participates in federal and/or state estate tax audits with the responsible attorney.
• Arranges for the distribution of the estate assets in accordance with the terms of the estate plan, applicable statutes and/or beneficiary designations, and originates trust-funding plan.
• In coordination with Estate Coordinator, prepares and files all probate forms and accountings for the estate with the applicable Registry of Probate.
• Consults with the responsible attorney on a continual basis to ensure the attorney is informed on all aspects of the administration and all procedural deadlines are met.
• Establishes and maintains an effective working relationship with the clients and related advisors and other professionals to obtain and provide information and respond to any concerns or questions.
• Participates in training and development initiatives, including outside and in-house educational programs, consultation with attorneys and colleagues.
• Maintains complete file for each assigned estate.
• Reports the status and issues relating to the administration of their assigned estates to the Trustee and/or Department Manager.

Essential Competencies:

• Works proactively with others to support efforts within a department or function of the Firm.
• Organizes and prioritizes assignments and serves as a department liaison to ensure collaborative efforts result in meeting or exceeding goals and standards.
• Maintains current knowledge of trends and developments affecting the area of specialization.
• Uses innovative thinking and exercises sound judgment to achieve results.

Qualifications:

• Bachelor’s degree in Finance or related field required or equivalent work experience.
• Five years of estate settlement experience.
• Exceptional written, oral, and interpersonal communication skills.
• Proven ability to think quickly in a fast-paced environment. Strong organizational, problem solving and analytical skills.
• Ability to work in a multi-task environment with minimum supervision.
• Proficient use of various software packages, including Excel, Word, Outlook, and PowerPoint. Knowledge of SE2 Trust Accounting System or similar, SEI/SWP, GEMS, TrustEase, CCH ProSystem FX, Zane Software, CCH ViewPlan, ZCalc, or similar systems beneficial.

Work Authorization:

• Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future).