Trust & Estate Paralegal
Company: Jobot
Location: Boca Raton
Posted on: May 14, 2022
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Job Description:
Large Firm w/ an Amazing Culture seeks Trust & Estate Paralegal
w/ Flexible WFH!This Jobot Job is hosted by: Kevin RossAre you a
fit? Easy Apply now by clicking the "Apply Now" button and sending
us your resume.Salary: $70,000 - $125,000 per yearA bit about
us:This East Coast law firm with more than 300 attorneys providing
unlimited access to partners and has cultivated a deep bench of
knowledgeable and experienced attorneys in all practice areas. The
lawyers work seamlessly across disciplines to guide our clients
through the evolving legal landscape. The firm's experience is
extensive, including work in eight core industries: Energy and
Utilities, Financial Services, Healthcare and Life Sciences,
Insurance and Reinsurance, Intellectual Property and Technology,
Manufacturing and Transportation, Real Estate and Environmental,
Tax Exempt Organizations and Charitable Giving.Looking for
experienced Trust & Estate ParalegalWhy join us?Medical Dental
Vision 401K Profit Share PTO WFH FlexibleJob DetailsJOB
FUNCTIONS:Prepare/assist with preparation of Gift Tax Returns,
Estate Tax Returns, and Fiduciary Income Tax Returns.Maintain
financial records of trusts; perform trust accounting; audit
accounts.Maintain G/L accounts, reconcile broker statements,
prepare payables and bank deposits.Obtain and reconcile 1099 and
K-1statements.Revocable and irrevocable trust funding and
administration (pre and post death).Probate administration,
including drafting of probate pleadings.Maintain close personal
contact with clients and financial advisors.Meet annual billable
hour requirement of 1500 hours.Learn/develop technical proficiency
in database use and management; internet/electronic research; and
project folder/electronic file maintenance.Independently organize
and manage files or delegate similar tasks to Records Clerk and
supervise same.Maintain professional demeanor and attitude.Comply
with firm policies.Sustain attention to detail and quality of work.
CORE REQUIREMENTS:Ability to deliver superior service to all
internal and external customers and communicate effectively.Ability
to interact in a professional and courteous manner with clients and
employees at all times; professional appearance required.Ability to
successfully perform position requirements with excellent
organizational, time-management and prioritization skills
required.Ability to work collaboratively within a team; ability and
willingness to adapt to changing business demands.Ability to
produce acceptable amount of work efficiently and accurately;
ability to produce quality final work product. POSITION-SPECIFIC
REQUIREMENTS: 5 years Trusts & Estates experience
preferred.Two-year degree required. Bachelor's degree or Paralegal
certificate from ABA approved program preferred; significant,
substantive related experience may be considered in lieu of formal
education.Excellent communication, analytical, and organizational
skills.Proven success working in a fast-paced, continually changing
environment.Ability to prioritize; excellent time
management.Corporate and Real Estate experience a plus.Proficiency
with Microsoft Office applications.Familiarity with tax and trust
accounting software.Experience with document database programs
and/or software.Significant client case management
experience.Exceptional attention to detail.Ability to interact
effectively and professionally and provide exceptional service,
internally and externally, at all times.Highly organized, able to
prioritize workflow and manage projects.Ability to perform
effectively with little or no supervision and within established
time limits and on-going deadlines.Interested in hearing more? Easy
Apply now by clicking the "Apply Now" button.
Keywords: Jobot, Boca Raton , Trust & Estate Paralegal, Legal , Boca Raton, Florida
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