Paralegal

Paralegal, become a part of an experienced Estate Planning firm established in 1988. We provide comprehensive, professional, and reliable Estate Planning services tailored to meet our clients' needs.

The right person will:

The right candidate for the paralegal role will demonstrate a positive and professional collaborative team attitude in dealing with colleagues, clients, legal and financial professionals, and other parties. Have a "client-first "mindset with strong interpersonal and communication skills. Resolve complex and non-routine client issues and inquiries in a timely manner. Provide excellent client service. Must be able to review and understand bank statements and other financial documents. Be willing to listen, ask questions, learn, think, then act.

MUST HAVE KNOWLEDGE OF READING FINANCIAL AND BROKERAGE

reports and documents. Be self-motivated, self-aware, and capable of working independently. Communicate effectively orally and in writing. Be organized, focused, detail-oriented and an excellent proofreader. Be able to analyze information and deliver quality service to our clients. Can meet deadlines. Coordinate with outside vendors to collect data, account information, and assets from various financial institutions. Prepare all estate property tax returns. Preferred 2-3 years of experience in Trust & Estate Planning . Salary will be based on

EXPERIENCE.

Covid vaccination preferred. Position is on-site in the office. Will be eligible for one hybrid day after six months of employment.

Job Type:

Full-time Pay:

$56,000.00 - $59,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Flexible schedule Free parking Health insurance Life insurance Paid time off Vision insurance

Experience:

Microsoft Office:

2 years (Preferred) Wills, trusts, & estate law: 2 years (Preferred)

Work Location:

In person