Trust and Estates Operations Manager
About The Position
This is a rare chance to build a trust administration function from the ground up at a growing, client-focused law firm. As the firm's first Trust Administration Manager, you'll design the infrastructure, processes, and controls that will define fiduciary operations for years to come. Your work will directly shape how the firm serves clients across trust administration, estate management, and fiduciary matters. Why You'll Love This Role Build something that's yours — you'll create and lead an entirely new department, with the autonomy to establish processes, procedures, and best practices Leadership with room to grow — this role carries real leadership potential as the firm continues to expand Flexibility built in — hybrid schedule with two days remote per week Competitive compensation — $150,000–$170,000 base salary, plus a full benefits package commensurate with experience Collaborative environment — a supportive team culture with direct access to attorneys and firm leadership
Requirements
- Bachelor's degree required; JD, LLM, or fiduciary certification (CTFA or equivalent) strongly preferred
- 10+ years of experience in trust administration, estate planning, or fiduciary operations; prior leadership experience preferred
- Deep knowledge of trust law, probate procedures, and life insurance payout processes
- Strong organizational and analytical skills with a high attention to detail
- Clear, confident communicator — equally effective with clients and internal stakeholders
- Proven ability to manage multiple priorities and meet deadlines in a complex environment
Responsibilities
- Design and implement the firm's trust administration workflows, internal controls, and operational procedures
- Administer client trusts, estates, and fiduciary matters with a focus on accuracy, compliance, and timely execution
- Manage life insurance policy payouts and coordinate with relevant stakeholders throughout the process
- Serve as the primary point of contact for attorneys and clients on trust administration matters
- Optimize systems and workflows to support scalable, efficient fiduciary operations
- Collaborate with attorneys, accountants, and banking partners to resolve complex fiduciary issues
- Drive continuous improvement and ensure ongoing compliance across all trust and estate activities
Benefits
- full benefits package commensurate with experience
- hybrid schedule with two days remote per week
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
1-10 employees
