KLR Executive Search Group LLC
Trust & Estates Administrator
KLR Executive Search Group LLC, Needham Heights, Massachusetts, us, 02494
Overview
KLR Executive Search Group is proud to partner with a highly regarded Massachusetts law firm providing strategic legal counsel to privately held businesses and high-net-worth individuals. The Opportunity : The firm is seeking a
Trusts & Estates Administrator
to join its Private Client Services group in Needham, MA. In this role, you will manage trusts and estates, working closely with clients and fiduciaries to collect assets, settle debts and taxes, and distribute funds in accordance with wills, trusts, and applicable laws. The group advises high-net-worth individuals, families, business owners, and institutional fiduciaries, providing services such as trust and estate administration, probate support, wealth transfer strategies, charitable giving, and family office support. Known for its discretion and client-focused approach, the team delivers personalized guidance tailored to each client’s goals.
Responsibilities
Collecting, organizing, and valuing estate and trust assets
Handling payment of outstanding debts and filing estate or fiduciary tax returns
Distributing assets to beneficiaries according to trust or estate documents
Maintaining accurate records and preparing detailed accountings for beneficiaries or courts
Ensuring compliance with state and federal regulations
Qualifications
3+ years of experience in trust and estate administration, probate, or related financial/administrative work
Strong organizational, analytical, and communication skills
Client-focused mindset and ability to manage multiple priorities effectively
A law degree is not required, though a degree in tax, accounting, or a related field is preferred.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Legal, Writing/Editing, and Research
Industries
Law Practice and Legal Services
#J-18808-Ljbffr
KLR Executive Search Group is proud to partner with a highly regarded Massachusetts law firm providing strategic legal counsel to privately held businesses and high-net-worth individuals. The Opportunity : The firm is seeking a
Trusts & Estates Administrator
to join its Private Client Services group in Needham, MA. In this role, you will manage trusts and estates, working closely with clients and fiduciaries to collect assets, settle debts and taxes, and distribute funds in accordance with wills, trusts, and applicable laws. The group advises high-net-worth individuals, families, business owners, and institutional fiduciaries, providing services such as trust and estate administration, probate support, wealth transfer strategies, charitable giving, and family office support. Known for its discretion and client-focused approach, the team delivers personalized guidance tailored to each client’s goals.
Responsibilities
Collecting, organizing, and valuing estate and trust assets
Handling payment of outstanding debts and filing estate or fiduciary tax returns
Distributing assets to beneficiaries according to trust or estate documents
Maintaining accurate records and preparing detailed accountings for beneficiaries or courts
Ensuring compliance with state and federal regulations
Qualifications
3+ years of experience in trust and estate administration, probate, or related financial/administrative work
Strong organizational, analytical, and communication skills
Client-focused mindset and ability to manage multiple priorities effectively
A law degree is not required, though a degree in tax, accounting, or a related field is preferred.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Legal, Writing/Editing, and Research
Industries
Law Practice and Legal Services
#J-18808-Ljbffr