Trust Administration Assistant jobs in Indiana

This position could be Part-Time or Full-Time, based on applicant's experience and desire. Benefits are available to Full-Time employees.

We take great pride in our incredible culture and have a growth-minded team-centered firm with a compassion-driven counsel approach to how we collaborate with our clients. Our founding attorney invests significantly in personal and professional development for every team member, providing Lawyers with Purpose Training, workshops, and retreats to help you succeed and advance your career.

The Probate and Trust Administration Paralegal (PTAP) personally and professionally supports the vision and mission of the law firm. The PTAP is responsible for managing firm Probate and Trust Administration matters assigned and ensure they are done in a timely and efficient manner, in accordance with firm processes. The PTAP prepares documents and extends outstanding customer service to clients and obtains support and oversight from firm attorneys when needed or required by legal ethics rules.

The PTAP works independently and collaborates with the lawyers and client services to foster a team spirit in cooperation with the law firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The PTAP may perform other duties as necessary to keep the production and administrative functions of the law firm operating smoothly and efficiently.

Probate and Trust Administration Paralegal Responsibilities:

♦Oversees petition drafting and correspondence to clients and financial professionals

♦Creates all probate petitions, decrees and forms required for filing

♦Prepares petitions, affidavits, inventory assets, and waivers, and Trust Administration documents and tracks these matters throughout the process

♦Documents all time related to the completion of all tasks completed on matters

♦Creates, modifies and maintains all internal forms required to perform tasks

♦Enters all relevant general information and meeting notes into the firm practice management system

♦Prepares probate and trust administration accountings for respective clients for approval by the Attorney

♦Establish expectations for client as to timeline and input and the frequency required

♦Calendars all work and is responsible for meeting applicable deadlines and having petitions/forms required for clients to sign

♦Ensuring all client calls/emails and meetings are handled timely to ensure quality customer service

♦Communicates with attorney as needed regarding all client needs and/or questions

♦Ensure correspondence is mailed in a timely manner

♦Actively participates in required firm calls and meetings and provides weekly reporting

♦Complete projects or tasks as requested by attorney within the time frame allotted

♦Attend training events and other events as needed

♦Adheres to firm established core values

♦The firm reserves the right to add or change duties at any time

Compensation is commensurate with demonstrated experience and availability.

Qualifications
- Bachelor's degree in Paralegal Studies or related field
- 3 years of experience in Probate and Trust Administration
- Strong writing skills for drafting legal documents and correspondence
- Experience with document review and management systems
- Excellent organizational skills and attention to detail
- Paralegal certification preferred
- Strong communication and interpersonal skills for client interactions
- Ability to work independently and as part of a team
- Familiarity with data entry, filing, and clerical tasks in a legal setting

Job Type: Full-time

Pay: $20,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to Relocate:

• New Albany, IN 47150: Relocate before starting work (Required)

Work Location: In person