Job Title: Trust & Estates Administrative Assistant 

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

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 706 (Estate Tax)
• Form 709 (Gift Tax)
• Form 1041 (Estate & Trust Income Tax)
• Assist with phone coverage and professional communications

Additional Responsibilities

• 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

Basic Qualifications

• 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

Preferred

• Advanced Microsoft Office skills
• Prior experience in legal, financial, or professional services environments