Top law firm is looking for a Estate/trust paralegal to join a firm in Raleigh
Description
• Will provide full-time support to our Raleigh Estate Planning and Administration practice.
• Professional and friendly interaction with clients and other team members via phone, email and in person
• Prepare electronic and written correspondence; Process incoming and outgoing mail and filings
• Review trusts, wills, powers of attorney and other estate planning documents; Review and analyze financial statements, beneficiary forms, etc
• Prepare and file probate forms, applications, inventories, accountings, renunciations, schedules, petitions and orders
• Prepare trust administration documents, obtain federal EINs, trust accountings, deeds, etc
• Assist clients with gathering and managing assets, paying debts and creditors, preparing necessary financial forms, etc
• Open, maintain and close client files (electronic and hard files); Create and maintain contacts and matters in practice management system; Document tasks and client interaction in practice management & billing systems
• Assist with estate planning clients and general office administrative duties as needed, including serving as witness and/or notary to document execution
• Be dependable; maintain strict confidentiality; be punctual and meet deadlines
• Work under direct attorney supervision as a team with a high level of communication and interdependence, but also take ownership of workflow and assigned projects and work independently to accomplish tasks in an efficient manner
Requirements
• Bachelor's degree from four-year college/university, or paralegal certificate from ABA approved program preferred
• 2+ years' experience as estate/trust administration paralegal or probate clerk or related field preferred
• Notary Public required (must be eligible to receive notary certificate if not already obtained)
• Positive attitude and proactive personality with excellent interpersonal skills, including a desire to interact and maintain professionalism with clients, attorneys, staff, and other professionals
• Strong communication skills, including written and verbal, with impeccable spelling and grammar
• Friendly and professional telephone presence
• Meticulous attention to detail with high level of organization and the ability to multi-task, prioritize tasks, handle multiple projects simultaneously, and adapt quickly in a fast-paced environment
• Above-average computer skills, including proficiency with Microsoft Windows, Word, Excel, PowerPoint, and Outlook
• Must be able to learn and operate the firm's other software applications (CLIO, Adobe Acrobat, Netdocuments, etc.) on an advanced level within a reasonable period; Typing skills of 80+ wpm
• Ability to work, problem solve, and find solutions independently and as part of a collaborative team
• Ability to follow established processes/systems, but also identify inefficiencies and suggest improvements
• Ability to sit and work on computer-based programs for up to the majority (80-90%) of the workday
Benefits
• Competitive Salary based on experience
• Benefits include health, disability, life, dental, vision insurance (combination of firm-paid and pre-tax salary deduction), 401(k) with match, generous PTO policy, professional development and education allowance
Location: Raleigh, NC
Posted: Sept. 18, 2024, 10:05 a.m.
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