SourcePro Search is conducting a search for an Estate Administration Paralegal.
Our client’s Estate Administration group is seeking a full-time, experienced paralegal to work in the area of trust and estate administration. Organization and attention to detail are extremely important in this fast paced office. The ideal candidate is extremely empathetic and capable of offering the highest level of service to our clients. Professionalism and teamwork are prized, someone who can work well with attorneys, co-workers, clients and their various advisors, such as accountants and financial planners, and the court.
Responsibilities include all facets of trust and estate administration, including communicating with clients and their family members, accountants and financial advisors. Responsibility would also include, preparing and filing all Surrogate’s Court pleadings; gathering assets in a decedent’s estate; assist in valuing decedent’s assets as of the date of death; preparation of the estate tax returns and Form 8971; assist in the distribution of the estate including the preparation of assignments, deeds.
Minimum of 2 years (preferably 3+ years) solid trust & estate paralegal experience along with a bachelor’s degree and a paralegal certificate or equivalent. Highly proactive with attention to detail, dependable, and extremely organized. Excellent math and computer skills, including at least intermediate command of Word and Excel. Excellent problem solving and analytical skills. Excellent proofreading skills and clear and concise communication skills.