Estates and Trusts Paralegal
Overview
Lead paralegal duties overseeing estate and trust administration including probate document preparation and asset tracking. This role will drive filing of estate and fiduciary tax returns while supporting attorney and client relationships. Ideal candidate brings strong organization and experience in banking or financial services.
What You'll Do7
- 1Own probate document preparation and asset tracking for multiple estates
- 2Drive filing of estate and fiduciary tax returns when qualified
- 3Maintain accurate records and timelines for trust administration
- 4Assist with banking and financial service documentation tasks
- 5Utilize WordPerfect Microsoft Word Quicken Excel for document management
- 6Collaborate with senior staff to ensure regulatory compliance
- 7Support client communications regarding account balances and distributions
Requirements7
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons managing complex trust accounts
- 32 years office experience in financial services
- 41 year CPA or equivalent accounting certification
- 55+ years organizing legal and financial documentation
- 6Proficiency in Microsoft Office Suite applications
- 7Excellent communication skills for cross-functional teamwork
Salary Insight
$35 - $55k per year
Location
Required Skills
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