Assistant Trust Officer - Private Clients & Fiduciary Services
About The Position
Verrill is actively reviewing resumes for an Assistant Trust Officer in our Portland, Maine office. As one of New England’s top full-service law firms, we are interested in hiring talented individuals to join our team. Verrill offers a competitive salary and benefits package, as well as a supportive work environment in which our employees can grow and prosper both professionally and personally. This full-time, non-exempt position provides comprehensive client service, administrative, and operational support to the Private Clients & Fiduciary Services Group in the management of trusts and estates. The role involves initiating trust distributions and processing bill and tax payments via wire, ACH, or check; preparing, reviewing, and distributing monthly, quarterly, and annual statements, invoices, and billings; invoicing quarterly trustee fees; processing Irrevocable Life Insurance Trust insurance premium payments; issuing Crummey notices; electronically filing documents, statements, and tax returns; and preparing accountings for both estates and trusts. The position also includes serving as a key point of contact for clients, trustees, beneficiaries, accountants, investment advisers, and managers. The successful candidate will be able to respond promptly and professionally while managing multiple tasks in a fast-paced environment. The ideal candidate is a motivated self-starter with a Bachelor's degree and a minimum of three (3) years of relevant experience in trust and estate administration. While prior experience is preferred, applications from entry-level candidates who possess a strong foundational background and a willingness to learn are welcome. The model candidate has a firm understanding of accepted trust and estate administration processes, timelines, and concepts, while providing exceptional client service and team support. The successful candidate will have exceptional attention to detail, strong organizational skills, and advanced computer skills including proficiency with MS Office (Word, Excel) and accounting systems. Applicants should have proven project management skills and the ability to prioritize tasks successfully. Applications will be reviewed in the order they are received, and the position will remain open until filled. Need help applying? Please contact the Talent Acquisition Team. Verrill is an Equal Opportunity Employer. We encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military, protected veteran status or other status protected by law.
Requirements
- Bachelor's degree
- A minimum of three (3) years of relevant experience in trust and estate administration
- Firm understanding of accepted trust and estate administration processes, timelines, and concepts
- Exceptional attention to detail
- Strong organizational skills
- Advanced computer skills including proficiency with MS Office (Word, Excel) and accounting systems
- Proven project management skills and the ability to prioritize tasks successfully
Nice To Haves
- Prior experience
Responsibilities
- Initiating trust distributions and processing bill and tax payments via wire, ACH, or check
- Preparing, reviewing, and distributing monthly, quarterly, and annual statements, invoices, and billings
- Invoicing quarterly trustee fees
- Processing Irrevocable Life Insurance Trust insurance premium payments
- Issuing Crummey notices
- Electronically filing documents, statements, and tax returns
- Preparing accountings for both estates and trusts
- Serving as a key point of contact for clients, trustees, beneficiaries, accountants, investment advisers, and managers
Benefits
- competitive salary and benefits package
- supportive work environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
