Trust Clerk jobs in Greenville, NC

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust and Estates Paralegal
  • Ultimate
  • Raleigh, NC FULL_TIME
  • Job Description

    Ultimate Staffing is seeking an experienced Trust and Estates Paralegal for a great law firm in Raleigh, NC.

    This is a full time, direct hire opportunity.

    Salary: $75/k to $85/k

    Responsibilities:

    ? Draft estate planning documents, advance directives, wills, revocable and irrevocable trusts, probate

    petitions, waivers and consents, and prepare entity formation documents and operating agreements.

    ? Prepare and file probate forms; administer estates, including preparation of estate application, inventory of

    assets and annual/final accounting.

    ? Assist with preparing deeds and documents related to property transfers; preparing estate tax returns (IRS

    706 & 709) and fiduciary accounting.

    ? Heavily involved in client contact and client case management.

    ? Enter time entries and expenses in the Firm's timekeeping and expense-tracking software on a daily basis.

    Requirements:

    ? Bachelor's Degree. ABA approved Paralegal Certificate is a plus. Notary is a plus.

    ? Knowledge of estate planning, estate litigation and trust administration is a plus.

    ? Ability to review and interpret wills and trust agreements and handle a significant case management load.

    ? Prior bookkeeping experience for accounting or professional services organizations is a plus.

    ? Excellent verbal and written communication skills; strong drafting skills; solid proofreading skills.

    ? Ability to track and meet deadlines and manage multiple projects simultaneously. Adaptable to ever

    changing priorities in a dynamic work setting.

    ? Proactive, positive, energetic and hardworking team player. Possess a strong client service mentality.

    ? Excellent interpersonal skills and the ability to professionally interact with attorneys, staff, and clients.

    ? Experience and proficiency in the use of technology to support Practice Group efforts. Advanced working

    knowledge of Microsoft Office (i.e., Word, Excel, Outlook, PowerPoint) and the ability to quickly learn

    additional applications relevant to the practice group. PDF Docs or Adobe, Elite or Thomson Reuters 3E and

    iManage experience is a plus.

    ? Exceptionally well organized, detail oriented and exercise strong practical problem-solving abilities using

    logic, creativity, collaboration and client service skills.

    ? Self-motivated, proactive and able to work independently to drive projects from start to completion in a

    timely manner to meet client deadlines.

    ? Ability to maintain confidential information with the utmost professional discretion.

    ? Availability to work weekdays between 8:30am - 5:30pm, with overtime as needed.

    All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


    To apply please email your resume to tphillips@ultimatestaffing.com
  • 5 Days Ago

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Trust and Estate Planning Attorney
  • Brady Cobin Law Group
  • Raleigh, NC FULL_TIME
  • About UsBrady | Cobin Law Group, PLLC, is a boutique firm located in Raleigh specializing in estate planning and administration, elder law, and estate litigation. We have a family-type atmosphere and ...
  • 10 Days Ago

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Tax Manager - Trust, Estate & Gift
  • TJT
  • Raleigh, NC FULL_TIME
  • TJT is seeking a Tax Manager to help our Trust, Estate & Gift practice. As a T&E Tax Manager, you will focus on tax review and oversee all aspects of trust and gift tax planning and compliance. You wi...
  • 3 Days Ago

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Wireless Engineer - Public Trust Clearance
  • Ohm Systems, Inc
  • Raleigh, NC FULL_TIME
  • Job DetailsClearance: Active Public TrustJob DescriptionOur Client requires the supplier to augment the team and provide Wi-Fi networking, software, and hardware design, operation, and management in s...
  • 3 Days Ago

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Network Engineer - Public Trust Clearance
  • Ohm Systems, Inc
  • Raleigh, NC FULL_TIME
  • Job DetailsClearance: Public Trust Clearance Job DescriptionThe Monitoring Systems Administrator performs complex functional activities and project management for the USPS.They will be expected to reg...
  • 3 Days Ago

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Teller I - On Call
  • Southern Bank and Trust
  • Tarboro, NC FULL_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 18 Days Ago

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0 Trust Clerk jobs found in Greenville, NC area

Greenville is the county seat and the most populous city in Pitt County, North Carolina, United States; the principal city of the Greenville metropolitan area; and the 11th-most populous city in the U.S. state of North Carolina. Greenville is the health, entertainment, and educational hub of North Carolina's Tidewater and Coastal Plain. The city's official population as of the 2017 United States census estimate is 92,156 residents while the Greenville Metropolitan Area includes 179,042 people, making Greenville one of the densest municipalities in the state. In January 2008 and January 2010, G...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$34,910 to $41,674
Greenville, North Carolina area prices
were up 1.5% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020