Estate Planning and Estate Administration Paralegal - Remote

Overview

This position involves providing high-level service in estate planning and administration, requiring strong teamwork and communication skills.

In Short

• Immediate opening for a paralegal in estate planning and administration.
• Focus on drafting estate planning documents and client communication.
• Assist with trust administration and probate pleadings.
• Identify process improvements within the Private Client group.
• Manage document templates and forms for estate planning.
• Enter time daily and perform administrative tasks.
• Must possess strong written and verbal communication skills.
• Hybrid work position with flexible hours required during peak periods.
• Compensation includes a salary range and benefits.
• Work collaboratively with attorneys and clients.

Requirements

• College degree or equivalent work experience required.
• At least 3 years of law firm experience.
• Experience with high net-worth estates and trusts preferred.
• Proficient in Microsoft Office, especially Excel and Visio.
• Knowledge of estate and gift tax return preparation.
• Ability to learn document assembly programs.
• Strong organizational skills and attention to detail.
• Ability to handle multiple priorities and work under stress.
• Excellent problem-solving and resourcefulness.
• Must type a minimum of 40 words per minute.

Benefits

• Competitive salary and annual discretionary bonus.
• Rich benefits offerings including medical, dental, and vision.
• Generous PTO and paid family & medical leave.
• Remote work options available.
• Health savings account contributions.
• Pre-tax transportation/parking plan.
• Retirement plan contributions from the firm.
• Supportive work environment with opportunities for growth.
• Flexible working hours during peak workload periods.
• Collaborative team atmosphere.