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Paralegal | Estate Administration | 147718
Paralegal | Estate Administration | 147718Mission Recruiting • Virginia Beach, VA, US
Paralegal | Estate Administration | 147718

Paralegal | Estate Administration | 147718

Mission Recruiting • Virginia Beach, VA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

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.
  • Maintain detailed records, reports, and required fiduciary filings.

Client Relationship Management

  • 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.

    • Risk & Compliance

  • 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.

    • Collaboration

  • 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.

    • Estate Administration

  • 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

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    Estate Administration Paralegal • Virginia Beach, VA, US