Paralegal | Estate Administration | 147718
27 days ago
Virginia Beach
Job Description 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. Key Responsibilities Fiduciary Administration • Administer a portfolio of trusts, estates, guardianships, and agency accounts in compliance with governing documents, laws, and internal policies., • Oversee asset collection, valuation, and distribution for trusts and estates., • Serve as the primary point of contact for clients, beneficiaries, and co-fiduciaries., • Provide clear guidance on trust provisions, distributions, and fiduciary procedures., • Ensure all fiduciary actions align with internal controls, regulations, and applicable trust laws., • 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., • Manage probate and estate settlement processes, ensuring timely and accurate completion., • Work with executors, beneficiaries, and legal counsel to facilitate estate distribution. Qualifications • 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. Compensation • $75,000-$110,000, • Potential for discretionary and performance-based bonuses Benefits • Health, dental & vision insurance, • PTO and sick leave, • 401(k) with matching or profit sharing, • Life insurance policy, • Professional development opportunities Why Join 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