Trust and Estate Paralegal

Job description

The right person will:

• Demonstrate a positive and professional collaborative team attitude in dealing with colleagues, clients, legal and financial professionals, and other parties.
• Have a “client-first “mindset with strong interpersonal and communication skills.
• Resolve complex and non-routine client issues and inquiries in a timely manner.
• Provide excellent customer service.
• Have Trust Administration & Estate Planning paralegal experience.
• Must be able to review and understand bank statements and other financial accounts.
• Be willing to listen, ask questions, learn, think, then act.
• Be self-motivated, self-aware, and capable of working independently.
• Communicate effectively orally and in writing.
• Be organized, focused, detail-oriented and an excellent proofreader.
• Be able to analyze information and deliver quality service to our clients
• Have the ability to meet deadlines.
• Coordinate with outside vendors to collect data, account information and assets from various financial institutions.
• Prepare estate property tax returns.
• Minimum 3 years of consecutive Trust & Estate paralegal experience.
• Salary will be based on EXPERIENCE.
• On-site employees must be vaccinated.
• Eligible for hybrid schedule after six months of employment.

Job Type: Full-time

Salary: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance