Trust & Estates Administrative Assistant
Listed on 2026-01-26
-
Administrative/Clerical
Business Administration -
Law/Legal
Business Administration
Overview
Location: Hunt Valley, Maryland
Salary/Payrate: $80K+ benefits + bonus (DOE)
Benefits: Full benefits, free parking
Work Environment: Extremely flexible hours (including school pick-up), but onsite required
Term: Full-Time
Referral Fee: AMS will pay $500 should the person you refer gets hired
Linked In: Please connect with me on Linked In as well @Felicia Larion
Job Description:
Focus of Role:
Document coordination, follow-ups with financial advisors, and ensuring materials are received and routed correctly for estate and trust matters.
A well-established boutique law firm in Hunt Valley is seeking a highly organized Administrative Coordinator to support attorneys and paralegals with the administrative and documentation side of trust and estate administration and estate plan implementation.
Key Responsibilities- Request and track documents from financial advisors, institutions, and other professionals
- Ensure documents are received, organized, and routed to the appropriate team members
- Track matter deadlines and follow up as needed
- Draft and file documents related to estate planning and trust/estate administration
- Maintain charts, financial ledgers, and asset inventories from multiple sources
- Compile information in preparation of fiduciary tax filings, including:
- Form 709 (Gift Tax)
- Form 1041 (Estate & Trust Income Tax)
- Assist with phone coverage and professional communications
- Review and organize correspondence; prepare matter status summaries
- Schedule appointments and manage multiple calendars
- Prepare accurate meeting notes
- Maintain electronic and paper filing systems
- Assist with presentations and flowcharts
- Proofread and format legal and financial documents
- Strong Microsoft Word and Excel skills
- Highly organized with ability to manage multiple priorities
- Excellent attention to detail and accuracy
- Strong written and verbal communication skills
- Careful proofreader with strong formatting skills
- Professional, discreet, and dependable
- Able to work independently and as part of a team
- Advanced Microsoft Office skills
- Prior experience in legal, financial, or professional services environments
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