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.
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
Ronald Blue & Co.