Trust And Estate Coordinator

Trustpoint.One is pleased to be working with a top global firm with an opening for a Trust and Estate Coordinator. This is a hybrid job based in their New York location. Trust and Estate Coordinator responsibilities to include drafting correspondence and communicating with taxing authorities, assist in preparation and filing of tax returns, reviewing bank and other financial statement, preparing estate planning letters, preparing binders of estate planning documents, sending real estate documents to be recorded, obtaining Employer Identification Numbers and PTIN assignments, assembling information accounting and maintaining client files.

Applicants must have a Bachelors or Associates Degree or Paralegal Certificate, strong verbal, written, analytical, organizational, and interpersonal skills, strong computer technical skills, proficiency in Microsoft Office Suite, PDF creation tool(s) and document management software and the ability to work at a computer screen for a sustained amount of time.

Salary is $60K-$65K, commensurate with experience.

Qualified professionals interested in the Trust and Estate Coordinator opening are encouraged to submit a resume for immediate consideration.

Trustpoint.one provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

People with a criminal record are encouraged to apply

Ability to Relocate:

• New York, NY: Relocate before starting work (Required)

Work Location: Hybrid remote in New York, NY