What are the responsibilities and job description for the Paralegal (Trusts and Estates) position at Jobot?
This Jobot Job is hosted by: Gabrielle Neidlinger
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $80,000 - $110,000 per year
A bit about us:
We are long standing and thriving full-service law firm with 70 attorneys and several locations.
Why join us?
A competitive salary, excellent benefits and a great work environment are offered.
Job Details
We are seeking a highly skilled and motivated Permanent Paralegal with experience in Trusts and Estates to join our Legal team. The ideal candidate will have a strong background in Trust Administration, Estate Planning, and federal gift tax. This is a full-time position that offers competitive compensation and benefits.
Responsibilities:
- Assist attorneys in the preparation of estate planning documents, including wills, trusts, and powers of attorney.
- Manage trust administration, including funding and distribution of assets, and maintenance of trust records.
- Prepare federal gift tax returns and assist with estate tax returns.
- Review and analyze financial and legal documents related to trusts and estates.
- Communicate with clients, beneficiaries, and financial institutions regarding trust and estate matters.
- Maintain accurate and organized electronic and paper files related to trusts and estates.
- Conduct legal research on various trust and estate issues.
- Attend client meetings and assist with the preparation of meeting materials.
Qualifications:
- Bachelor's degree in Paralegal Studies or related field.
- Minimum of 2 years of experience in Trusts and Estates.
- Strong knowledge of Trust Administration, Estate Planning, and federal gift tax.
- Excellent organizational skills and attention to detail.
- Ability to work independently and manage multiple tasks simultaneously.
- Strong written and verbal communication skills.
- Proficient in Microsoft Office and legal research databases.
- Ability to maintain confidentiality and handle sensitive information.
- Professional demeanor and strong work ethic.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Benefits:
401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From Home
About the Company:
Jobot
Company Size:
500 to 999 employees
Industry:
Legal Services
Founded:
2018
Website:
https://jobot.com/
Salary : $80,000 - $110,000