Estate & Trust Administrative Coordinator: Alpharetta, GA

Ronald Blue & Co. Alpharetta , GA 30023

Posted 2 months ago

Job Description:

This position is located in the National office which is located at:

1125 Sanctuary Parkway, Suite 500, Alpharetta, GA 30009

The Estate and Trust Administrative Coordinator provides administrative support to clients and branch offices by performing a variety of complex duties in the estate, gift and trust planning administration arenas.

Principal Accountabilities:

  • Gathers pertinent information from clients or advisors, initiates and monitors all administrative detail to service client's estate, gift and charitable trust administration and related tax returns.

  • Performs accounting including accounts payable and receivable, generates invoices and maintains updated CIP, CRM and Billport information.

  • Assembles and processes client tax returns and enters pertinent information into company systems.

  • Follows up on delivery to clients.

  • Maintains well-indexed filing systems and procedures for correspondence, reports and reference material, including confidential and non-confidential material in accordance with compliance regulations.

  • Prepares and processes Client Agreements.

  • Coordinates Estate Planning engagements with Advisors for Branch Clients and updates project tracker weekly.

  • Coordinates the scheduling of appointments, meetings and travel arrangements as needed.

  • Monitors and orders office supplies as needed for copiers and supplies for tax return preparation.

  • Prepares requested reports and spreadsheets in a timely, accurate manner.

  • Collects and processes outgoing mail and distributes incoming mail to appropriate staff

  • Approaches work, interactions and relationships in a manner consistent with the Company's Core Values.

  • Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company.

  • Performs all other related duties as assigned or directed.


  • Desire to serve clients and co-workers with excellence

  • Proven technical, analytical, and problem solving skills

  • Proactive planning and responsiveness to urgent needs

  • Capability to excel in a team environment

  • Ability to be open, adapt, and exhibit flexibility to changing needs

  • Strong communication skills, both verbal and written

  • Strong organization skills and keen attention to detail

  • Personal integrity and ability to discreetly handle confidential data

  • Adept at prioritization with ability to complete multiple time-sensitive tasks

  • Strong working knowledge of Microsoft Excel, Word, and PowerPoint

Education, Experience & Skills:
  • Bachelor's degree preferred.
  • A minimum of three (3) years' prior related administrative experience required.
icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Emergency Veterinarian Alpharetta

Veterinary Emergency Group

Posted 2 weeks ago

VIEW JOBS 11/11/2020 12:00:00 AM 2021-02-09T00:00 <h3>Emergency Veterinarian</h3><h3>WHO WE ARE</h3><h3></h3><p>Veterinary Emergency Group (VEG) is a rapidly growing, venture-backed veterinary emergency company with hospital locations across the USA. We are profitable, doubling our size every year and supported by a multi-billion dollar investor. Our mission is helping people and their pets when they need it most. We are changing the face of emergency veterinary medicine with a ‘customer first’ mentality.</p><p><br></p><h3>WHO WE NEED:</h3><h3></h3><p>We are looking for a talented, friendly and energetic Emergency Veterinarian to join the VEG family in Alpharetta! You are someone who is energized by helping people. In fact, you LOVE people and are passionate about solving their pet problems. Someone who is excited by the challenge of emergency medicine and seeks every opportunity to be a superhero to their customer. </p><p><strong>If you’re the ideal candidate, you’ll:</strong></p><ul> <li>Have earned a DVM or equivalent degree</li> <li>Be fulfilled by helping others</li> <li>Thrive in team-oriented environments (think hospital retreats, team dinners, happy hours and more!)</li> <li>Have a ‘glass half full’ attitude and a sense of humor!</li> <li>Live and breathe emergency medicine</li> <li>Be passionate about emergency surgery (the soft tissue kind!)</li> </ul><p><strong>Benefits</strong></p><p>Why you should choose us: Because emergency is all we do, so we do it best! We also offer:</p><ul> <li>Industry-leading compensation + signing bonus + monthly bonuses</li> <li>Health Insurance</li> <li>401K w/ company match</li> <li>10 weeks of Parental Leave with 100% pay!</li> <li>Unlimited CE</li> <li>Flexible work schedules for a true work-life balance (3 shifts a week is full-time for us!)</li> <li>Growth potential</li> <li>Fresh groceries sent weekly, monthly and quarterly contests, quarterly hospital outings, annual company-wide retreat, etc!</li> </ul> Veterinary Emergency Group Alpharetta GA

Estate & Trust Administrative Coordinator: Alpharetta, GA

Ronald Blue & Co.