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Trust & Estate Paralegal at Jobot

Trust & Estate Paralegal

Jobot Los Angeles, CA Full-Time
$70,000 - $125,000/Year
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Large Firm w/ an Amazing Culture seeks Trust & Estate Paralegal w/ Flexible WFH!

This Jobot Job is hosted by: Kevin Ross
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $70,000 - $125,000 per year

A bit about us:

A full-service business law firm with multiple locations across the United States, serving clients with domestic and international operations. This law firm has a great and inclusive culture, as well as flexible WFH capabilities.

The paralegal is responsible for a full range of estate planning matters by providing assistance to the Firm’s attorneys and senior paralegals in administering estates, funding revocable and irrevocable trusts, preparing documents, and client case management.

Why join us?

Medical
Dental
Vision
WFH Flexible Schedule
401k
Bonus
PTO
Overtime Available

Job Details

JOB FUNCTIONS:

Prepare/assist with preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns.
Maintain financial records of trusts; perform trust accounting; audit accounts.
Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
Obtain and reconcile 1099 and K-1statements.
Revocable and irrevocable trust funding and administration (pre and post death).
Probate administration, including drafting of probate pleadings.
Maintain close personal contact with clients and financial advisors.
Meet annual billable hour requirement of 1500 hours.
Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
Independently organize and manage files or delegate similar tasks to Records Clerk and supervise same.
Maintain professional demeanor and attitude.
Comply with firm policies.
Sustain attention to detail and quality of work.
CORE REQUIREMENTS:

Ability to deliver superior service to all internal and external customers and communicate effectively.
Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
Ability to successfully perform position requirements with excellent organizational, time-management and prioritization skills required.
Ability to work collaboratively within a team; ability and willingness to adapt to changing business demands.
Ability to produce acceptable amount of work efficiently and accurately; ability to produce quality final work product.
POSITION-SPECIFIC REQUIREMENTS:

5 years Trusts & Estates experience preferred.
Two-year degree required. Bachelor’s degree or Paralegal certificate from ABA approved program preferred; significant, substantive related experience may be considered in lieu of formal education.
Excellent communication, analytical, and organizational skills.
Proven success working in a fast-paced, continually changing environment.
Ability to prioritize; excellent time management.
Corporate and Real Estate experience a plus.
Proficiency with Microsoft Office applications.
Familiarity with tax and trust accounting software.
Experience with document database programs and/or software.
Significant client case management experience.
Exceptional attention to detail.
Ability to interact effectively and professionally and provide exceptional service, internally and externally, at all times.
Highly organized, able to prioritize workflow and manage projects.
Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Recommended Skills

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  • Case Management
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Job ID: 910936914

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