Trust Officer jobs in New Brunswick, NJ

Trust and Estate Administration Paralegal

At Levine, Furman & Rubin, LLC, we're in the business of helping people preserve their family assets while giving them peace of mind and the opportunity to communicate their wishes clearly so their families can honor their legacy.

We're looking for an Estate Administration Paralegal with heart, who can make an impact, who is committed to excellence and making a difference for our clients’ families.

Description

The Estate Administration Paralegal is the professional in the firm with whom the family and any other party will have the most personal contact upon the death of a client. This position is responsible for helping clients administer their trust estate, collecting any fees due, and offering additional services of the firm.

Skills

It is vital that this person be warm, friendly, professional, courteous, poised, confident and sympathetic, as well as energetic, intelligent, detail and team-oriented. Excellent word processing, spelling and grammar skills required. Strong organizational and time-management skills. Ability to work independently in a fast-paced environment under the pressure of multiple deadlines. Dedication to accuracy and on-time performance.

Duties

· Send initial correspondence and Sympathy Cards, to clients’ surviving family members.

· Perform or arrange for asset valuation when appropriate.

· Prepare appropriate documents as information is received from clients, including asset lists, trust allocation to A/B Trusts, A/B/C Trusts, or to Beneficiaries. Prepare any necessary Probate documents, Federal and State Tax forms and other returns.

· Prepare Affidavits of Death and other appropriate Deeds.

· Set client-specific deadlines and follow up diligently for collection of information

· Look for additional legal service opportunities which arise during the course of the relationship with the clients, and helps clients obtain them. These include, but are not limited to, changes in the client’s estate plan, power of attorney documents, and estate planning services for the surviving family members who do not currently have a plan.

· Attend Closing Meetings and arrange for witnessing and/or notary services when required

· Prepare weekly status reports.

· Provide input to estate planning paralegal for new or revised estate planning documents.

REQUIREMENTS:

College graduation or an equivalent combination of experience and training.

Multiple years of Estate Administration experience is a must.

If we feel you meet our requirements for this position, we will contact you to schedule an interview. No phone calls, please.

Job Type: Full-time

Benefits:

• Health insurance

Schedule:

• Monday to Friday

Experience:

• Microsoft Office: 1 year (Preferred)
• Paralegal: 1 year (Preferred)

Work Location: In person