Location: Boston, MA | Hybrid – 1-2 remote days/week
Salary Range: $100K-$130K | Bonus Eligible
Schedule: Full-time | Monday–Friday | Flexible
Join a Respected Estate Planning Practice in a Collaborative, Client-Centered Environment
Our client, a leading firm in the legal services industry, is seeking a highly motivated and experienced Administrator to join its dynamic Trusts and Estates Department. This role supports attorneys with all aspects of estate and trust administration, including direct communication with clients, beneficiaries, personal representatives, and advisors. The ideal candidate will demonstrate exceptional organization, professionalism, and attention to detail while managing complex estate planning matters for high-net-worth individuals and families.
Required Qualifications
- Bachelor’s degree or equivalent experience in trust and estate administration
- 5+ years of estate administration experience, including estate tax return preparation
- Familiarity with trust administration and fiduciary accounting
- Proficient in Microsoft Word, Excel, and estate tax software (e.g., CCH Axcess, EVP)
- Strong organizational and project management skills
- Ability to communicate effectively
- Ability to work independently and collaboratively in a fast-paced environment
- Experience working with high-net-worth clients and their advisors
- Demonstrated professionalism, discretion, and integrity in fiduciary matters
Key Responsibilities
- Draft and interpret estate planning documents, including wills and trusts
- Administer complex estates, including high-net-worth estates with varied assets
- Prepare and file probate documents
- Track and ensure timely filing of probate and tax deadlines
- Manage collection, valuation, and transfer of estate assets
- Prepare estate tax returns, including Massachusetts and federal filings
- Facilitate funding of marital, exempt, and nonexempt trusts
- Maintain detailed records of transactions, accountings, and distributions
- Oversee bill payments, tax filings, and distributions for estate and trust accounts
- Work with custodians, CPAs, and other professionals for tax compliance and reporting
- Obtain Taxpayer Identification Numbers (TINs) and release of estate tax liens
- Organize and maintain electronic and physical legal files
- Respond promptly and professionally to client and beneficiary inquiries
- Record and manage billable time and handle billing processes
- Attend client meetings with attorneys and assist with ongoing estate administration projects
What Makes This Opportunity Stand Out?
Our client offers a welcoming, inclusive, and respectful workplace culture that values diversity and collaboration. The firm supports its professionals through clear communication, mentorship, and opportunities to grow their careers in the estate and trust services sector. This role provides the opportunity to make a real impact on clients’ lives during some of their most important transitions.
If you’re a detail-oriented professional with a passion for estate administration and a commitment to exceptional client service, apply now for a chance to join a forward-thinking legal team that values your expertise and invests in your success.
Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.
