Trust Coordinator

BakerHostetler is recognized as one of the leading law firms in the country. With nearly 1000 attorneys located in 17 offices from coast to coast, Baker Hostetler is a great place to work for those who seek professional and personal growth in a collaborative environment. We deliver the highest quality counsel to our clients, who include many of the nation’s largest and most well-known companies.

The **Washington D.C.** office has an immediate opportunity for a **Trust Coordinator **with our Private Wealth practice. This is a fast-paced group of 19 individuals housed in the DC and NYC offices with a client-focused culture and strong worth ethic. The Trust Coordinator is responsible for managing the insurance audit process and trust administration of this robust practice comprised of approximately 30 extremely successful client families.
- Addepar Manager
- Addepar is a technology platform used in the financial services industry. The Private Wealth practice uses Addepar to consolidate clients’ financial data and generate reports (including net worth statements) for use in running tax calculations.
- Manage on-boarding of new clients onto Addepar
- Complete Letters of Authorization and coordinate with financial institutions and Addepar.
- Enter and update other assets and accounts into the system.
- Reconcile and produce net worth statements for attorney review.
- Maintain estate planning calculations in Addepar in coordination with attorneys.
- Establish processes and procedures to on-board and update all client financial information in Addepar.
- Train paralegals and attorneys on how to use the system.
- Manage Insurance Audit Process
- Coordinate data gathering for annual insurance audits.
- Coordinate payment of audit fees.
- Gather and track annual audits.
- Trust Administration
- Irrevocable Insurance Trust Admin
- Crummey Notices
- Insurance Audit Management
- Payment of premiums
- Letters of Instruction
- Grantor Retained Annuity Trust Admin
- Letters of Instruction
- Facilitate annual annuity payments
- All Irrevocable trusts
- Letters of Instruction
- Payments and Distributions Charts
- Assist with funding of dry trusts
- Check Writing and Invoice Payments for Trust Administration and Family Office Clients
- Maintain and track client checkbooks
- Distribute Invoices for Approval, Confirm Cash Balances, Write Checks and Mail Payments
- Copy and log invoices and signed checks into Net Docs
- Coordinate payment of Family Office invoices (checking balances/coordinating with financial institution/recordkeeping)
- Manage account access and pull-down of bank statements
- Coordinate Discovery/Intake
- Coordinate between client and advisors to gather data as part of on-boarding
- Net Worth Statement Build-out
- Gather Background Documents
- Prepare file for Attorney
- Assist with closing letters, beneficiary forms and account retitling.
- Deeds (Preparation/Recordation/Tracking)

**Requirements**:

- Bachelor’s degree in Accounting or Finance Management preferred.
- Relevant work experience with 1-3 years as a Jr. Accountant, Bookkeeper or Finance Manager helpful.
- Strong financial management and technical ability required.
- High level of proficiency with Microsoft Office, including a strong working knowledge of Excel. Information technology background a plus.
- Demonstrated capacity to maintain confidentiality and handle sensitive information.
- Ability to organize work flow, utilize time efficiently, show strong attention to detail and perform at a high level in a fast paced ever changing work environment.
- Demonstrated good judgment, tact, and flexibility and the ability to prioritize competing tasks.

**How to Apply**: