Trusts & Estates Paralegal
Trusts & Estates Paralegal
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1 Vacancy
Job Description
Trusts & Estates Paralegal
Our client is a full-service litigation and business law firm with multiple locations across the United States serving clients with domestic and international operations.
Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork Collaboration Client Service and Innovation. If you are a motivated professional looking for a long-term fit where you can grow in a role and will be valued and empowered then we invite you to apply to our Trusts & Estates Paralegal position in our St. Louis MO office.
The paralegal is responsible for a full range of estate planning matters by providing assistance to the Firms attorneys and senior paralegals in administering estates funding revocable and irrevocable trusts preparing documents and client case management. Essential functions include:
- 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-1 statements.
- 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.
- 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 REQUIREMENTS:
- 5 or more years Trusts & Estates experience preferred.
- Two-year degree required. Bachelors 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 (GEMS BNA ProSystems EVP).
- 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.
Employment Type
Full Time
