Fiduciary Administrator Job at Robert Half (Garden City)

Paralegal - Wealth Preservation

Porzio, Bromberg & Newman, P.C. ("Porzio"), is a highly-respected, well-establis...

Location

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
Paralegal Certificate, from an ABA-approved program, preferred
Project management experience or training preferred
A minimum of three (3) years of relevant experience
Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative
Strong verbal, written, analytical, organizational and interpersonal skills
Flexibility in daily work schedule to meet company/client needs during periods of heavy workload
Flexibility in schedule to travel on company/client-related business
A valid driver’s license and/or ability to transport oneself to off-site project locations independent of mass transit

Job Responsibility

Obtain letters of administration, testamentary, and trusteeship
Assist with bonding process for administrators, executors, and trustees
Maintain and prepare fiduciary accountings
Manage estate administration process (including calendaring and coordination of document collection process with clients)
Prepare state and federal tax returns (including estate, inheritance and gift tax returns)
Prepare estate and trust settlement agreements, refunding bonds and releases
Prepare surrogate court filings
Calculate fiduciary commissions
Assist clients to fund trusts and retitle assets

What we offer

Medical, Dental, and Vision insurance
401(k) retirement plan with employer matching
Individual and Dependent Life Insurance
Short- and Long-Term Disability
Paid Time Off
Paid Holidays
Employee Assistance Programs

Fulltime

Manager Retirement Administration

Responsibilities include strategic design related to the health system's retirem...

Location

United States , Shawnee Mission

Salary:

Not provided

The University of Kansas Health System

Expiration Date

Until further notice

Requirements

Bachelors Degree in related field of study from an accredited college or university
5 or more years of experience with direct responsibility for the administration of retirement plans
Experience and understanding of Third-Party Administrator, Plan Sponsor, broker, investment, fiduciary and participant roles and responsibilities in qualified plans
Experience and understanding of eligibility, enrollment, contribution, match, forfeitures, testing, correction and plan documents
Demonstrated expertise with standard concepts, practices, and procedures related to defined contribution plan administration, management and governance
Strong excel skills to write and create reports, analyze reports, manipulate data, prepare contribution files, audit to ensure accuracy of contribution files
Strong financial acumen, aptitude for data and numbers, and extremely organized and detail oriented
Excellent computer skills, expert level user with Microsoft Office
Proficient user of retirement program software and other types of benefit management systems, and various types of data base management systems
Excellent written and verbal skills, strong analytical and interpretive skills

Job Responsibility

Participate in Plan Design with respect to participants, eligibility, matching vesting, withdrawals, etc, and manage the day-to-day administration and planning activities for the Retirement Savings Plans, including coordinates, compiles and manages all plan census information, including participant enrollment and vesting
Manage quarterly retirement plan administrative and plan performance reviews with all stakeholder parties
Fulfill fiduciary governance tasks as Plan Administrator and Secretary of the Retirement Benefits Committee
Make recommendations to improve competitive position and/or legal compliance
Manages inbound and outbound files with Third Party administration, reconciles each contribution file from all retirement plans, and conduct quarterly comprehensive audits of all retirement plans
Develop and implement annual financial wellness and retirement education and engagement calendar of activities
Ensures accurate eligibility and enrollment of all eligible participants and ensures both the employee and the employer contribution levels are accurate based upon years of service
Prepares plan documents as needed including notices and amendment, including administration procedures and guidelines
and manages all participant communications
Develops audit protocols for all benefit and retirement programs

Fulltime

Fiduciary Coordinator

Wells Fargo is seeking a Fiduciary Coordinator. In this role, you will independe...

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

March 30, 2026

Requirements

2+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Independently support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
Develop and maintain an understanding of fiduciary concepts and principles, including trust accounting and elements of a trust
Execute on client requests, including moderately complex money movement, investment implementation and ongoing account management
Receive direction from supervisor and escalate non-routine or high-risk issues
Develop and maintain an understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers
Proactively identify fiduciary risk and suggest possible solutions
Communicate independently with external clients and internal partners regarding client accounts
Support Trust Services by completing Administrative Account Reviews on Custody, Agency, Individual Retirement Account (IRA), Revocable Trust and Charitable Agency Accounts
Understand fiduciary concepts and principles and apply those concepts and principles to complete account reviews at a targeted level of accuracy and timeliness
Conduct research using account documents as well as other applications, drawing conclusions from the research findings, and capturing conclusions in the AAR system

Fulltime

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation preferred
Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
3–6 years of relevant experience in trusts & estates, tax planning, or private client services
Strong drafting skills and deep knowledge of estate/gift tax code and regulations
Experience working with UHNW clients and complex asset structures
Exceptional judgment, discretion, and client service orientation
High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
Experience advising family offices, business owners and multigenerational wealth structures

Job Responsibility

Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
Provide guidance on probate, trust administration, and fiduciary income tax issues
Stay current on federal and state tax developments impacting private clients and wealth planning

Fund Accountant

This is fund accounting and administration at its finest. Where we pair end-to-e...

Location

Ireland , Cork

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Degree level educated in a relevant area such Finance, Accounting or Economics
Some existing relevant experience in the fields of fund administration, audit or fiduciary services
Knowledge of fund industry, valuation, and accounting
A basic knowledge in accounting for investment products and experience of closed ended funds in the private asset space will be considered as an asset
Fluent in English
Possess team spirit, a capacity to build strong client relationships and take initiative to act without waiting for direction (when appropriate)

Job Responsibility

Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process
Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers
Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities
Preparing the funds’ periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports
Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities
Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
Pro-actively take on additional responsibilities and administrational tasks as required by your managers or clients

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fulltime

Attorney specializing in Trusts and Estates

Robert Half Legal Permanent Placement is looking for an experienced Attorney spe...

Location

United States , Wellesley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active Massachusetts Bar license
At least 8 years of experience in trusts and estates law
Comprehensive understanding of estate, gift, and generation-skipping tax laws
Exceptional drafting and analytical skills for complex legal documents
Proven ability to manage intricate client relationships and deliver tailored solutions
Strong communication and interpersonal skills to collaborate effectively
Expertise in handling probate court proceedings and contested estate matters
Ability to stay updated on legal and regulatory changes impacting estate planning

Job Responsibility

Offer strategic advice to clients on estate planning, including wills, trusts, and charitable giving
Draft and review legal documents such as wills, trusts, and powers of attorney tailored to client needs
Guide fiduciaries through trust administration and probate processes while ensuring legal compliance
Analyze and address federal and state tax issues related to estate, gift, and generation-skipping transfers
Collaborate with financial advisors and accountants to develop holistic wealth management plans
Represent clients in probate court proceedings and resolve contested estate matters
Stay informed on evolving tax laws and estate planning regulations to provide updated legal strategies
Foster strong relationships with clients, ensuring their needs and expectations are met
Conduct thorough reviews of complex trust structures to ensure accuracy and effectiveness

What we offer

Great company culture
No billable requirement
Free parking
Significant quarterly and annual bonus opportunities
Access to top jobs, competitive compensation and benefits, and free online training

Fund Accountant

This is fund accounting and administration at its finest. Where we pair end-to-e...

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

You are degree level educated in a relevant area such Finance, Accounting or Economics
You may have some existing relevant experience in the fields of fund administration, audit or fiduciary services
You have knowledge of fund industry, valuation, and accounting
A basic knowledge in accounting for investment products, experience of closed ended funds in the real estate private equity or debt space will be considered as an asset
You have necessary understanding of securities commonly encountered in the fund industry, including equities, bonds, contract for difference, options, and futures, and the ability to account for these securities
You possess team spirit, a capacity to build strong client relationships and take initiative to act without waiting for direction (when appropriate).

Job Responsibility

Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process
Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers
Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities
Preparing the funds’ periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports
Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities
Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
Pro-actively take on additional responsibilities and administrational tasks as required by your managers or clients.

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fund Accountant

This is fund accounting and administration at its finest. Where we pair end-to-e...

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Degree level educated in a relevant area such Finance, Accounting or Economics
Some existing relevant experience in the fields of fund administration, audit or fiduciary services
Knowledge of fund industry, valuation, and accounting
Minimum 2+ years of experience in Private Equity Funds, Preparing Financial Statements, worked on Waterfalls, Management Fees, Accruals, NAV Calculations, Cap Calls, Distributions
A basic knowledge in accounting for investment products, experience of closed ended funds in the real estate private equity or debt space will be considered as an asset
Necessary understanding of securities commonly encountered in the fund industry, including equities, bonds, contract for difference, options, and futures, and the ability to account for these securities
Possess team spirit, a capacity to build strong client relationships and take initiative to act without waiting for direction (when appropriate)

Job Responsibility

Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process
Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers
Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities
Preparing the funds’ periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing another fund related reports
Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities
Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
Pro-actively take on additional responsibilities and administrational tasks as required by your managers or clients

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fiduciary Administrator

Robert Half

Location:
United States , Garden City

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 05, 2026

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