BCI - Brokerage Consultants
Location: Houston,TX, USA
Date: 2024-12-14T08:19:01Z
Job Description:
Family Office Services and Estate Administration Assistant | Houston, TXBoutique firm dedicated to serving ultra-high net worth families/foundations is looking to hire an experienced Estate Administration Assistant. Through their expertise in asset diversification, effective estate planning and education, the team crafts tailored strategies to meet both the financial and non-financial needs of their clients.Responsibilities:Identify estate assetsGather and compile all necessary information for the preparation of Estate Tax Returns (Form 706)Liaise with financial institutions regarding the decedent's accountsPrepare funding schedules for estates and trustsMaintain communication with attorneys and CPAs representing individuals and estatesCollaborate with attorneys to navigate the probate processCollect and provide information for estate, gift, and income tax returns for individuals and trustsCoordinate with appraisers and estate sale companiesGuide the estate process from inception to conclusion under the supervision of a trust officerVisit homes and other properties owned by the decedent's family; assist with sorting, disposition of personal files, personal property, sale of real estate, and coordination with realtorsLiaise with insurance companies to determine appropriate policies for high-net-worth clients and their properties under the supervision of a trust officerEnsure timely renewal of insurance policies and payment of premiumsManage property, including arranging occasional maintenance calls for plumbers, air conditioning, pest control, etc.Visit properties and coordinate with household and ranch staffManage calendars and arrange travelProcess staff payrollReceive and manage client mail, complete bill pay for clientsCommunicate with banks on behalf of clients to obtain statements and coordinate client needs for replacement credit cards, etc.Assist clients with annual birthday and Christmas cash gifts to family members and charitable giftsMake regular visits to local clients within for item drop-off/pick-upRequirements:Bachelor's degree3+ years' experience working with ultra-high net worth clients and trustsExperience administering high net worth estatesPrepare appropriate written correspondence to clients via letter/email
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