Family Office Services and Estate Administration Associate

Family Office Services and Estate Administration Assistant | Houston, TX

Boutique firm dedicated to serving ultra-high net worth families/foundations is looking to hire an experienced Estate Administration Assistant. Through their expertise in asset diversification, effective estate planning and education, the team crafts tailored strategies to meet both the financial and non-financial needs of their clients.

Responsibilities:

Identify estate assets

Gather and compile all necessary information for the preparation of Estate Tax Returns (Form 706)

Liaise with financial institutions regarding the decedent's accounts

Prepare funding schedules for estates and trusts

Maintain communication with attorneys and CPAs representing individuals and estates

Collaborate with attorneys to navigate the probate process

Collect and provide information for estate, gift, and income tax returns for individuals and trusts

Coordinate with appraisers and estate sale companies

Guide the estate process from inception to conclusion under the supervision of a trust officer

Visit homes and other properties owned by the decedent's family; assist with sorting, disposition of personal files, personal property, sale of real estate, and coordination with realtors

Liaise with insurance companies to determine appropriate policies for high-net-worth clients and their properties under the supervision of a trust officer

Ensure timely renewal of insurance policies and payment of premiums

Manage property, including arranging occasional maintenance calls for plumbers, air conditioning, pest control, etc.

Visit properties and coordinate with household and ranch staff

Manage calendars and arrange travel

Process staff payroll

Receive and manage client mail, complete bill pay for clients

Communicate with banks on behalf of clients to obtain statements and coordinate client needs for replacement credit cards, etc.

Assist clients with annual birthday and Christmas cash gifts to family members and charitable gifts

Make regular visits to local clients within for item drop-off/pick-up

Requirements:

Bachelor's degree

3+ years' experience working with ultra-high net worth clients and trusts

Experience administering high net worth estates

Prepare appropriate written correspondence to clients via letter/email