Junior Paralegal Private Wealth Services
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Job Location:
Austin, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Greenberg Traurig (GT) a global law firm with locations across the world in 15 countries has an exciting employment opportunity for you. We offer competitive compensation and an excellent benefits package along with the opportunity to work within an innovative and collaborative environment.
Join our Private Wealth Services Team as a Junior Paralegal located in our Austin office.
We are seeking a highly skilled professional who thrives in a fast-paced deadline-driven environment. The ideal candidate possesses strong problem-solving abilities ensuring efficiency and accuracy in every task. With a dedicated work ethic and a can-do attitude you will take initiative and approach challenges with confidence and resilience. Excellent communication skills are essential for collaborating effectively and delivering exceptional client service. With a client-focused mindset and an initiative-taking approach you will play a critical role in anticipating needs of the attorneys and senior paralegals. If you are someone who demonstrates initiative adaptability and innovation we invite you to join our team.
This role is based in our Austin office on a hybrid schedule (one day work from home). In-office presence is required for day-to-day operations as well as for team meetings training opportunities and relationship building.
Position Summary
The Junior Paralegal will provide organizational and practice specific assistance to attorneys and senior paralegals in the Private Wealth Services in all stages of estate planning trust administration and estate administration matters. This role focuses on developing core paralegal skills including document preparation organizing estate planning and entity documents and assistance with administrative tasks.
The ideal candidate has strong attention to detail the ability to learn quickly in a fast-paced environment performs in an organized efficient manner is willing to support the department with general administrative duties and special projects as needed and has excellent communication skills (verbally and orally). The position requires a proactive team-oriented individual who can perform routine tasks with growing independence.
Key Responsibilities
Document Preparation & Support
Coordinate and manage multiple estate planning matters for attorneys and senior paralegals to ensure deadlines are met.
Assist with drafting estate planning and trust documents such as powers of attorneys simple wills trust resolutions withdrawal notices and correspondence.
Prepare charts depicting estate plans or asset structures.
Redlines and proofreads documents; assists with conforming party names and terms in agreements and other documents.
Assist in gathering and organizing asset and entity information including requesting documents and organizing same.
Organize index and assemble pdf bookmarked notebooks of estate planning and entity documents and maintain same for various clients.
Prepares petitions and other filings for probate and trust-related documents with applicable courts and manages dockets.
Marshals and obtains values of estate and trust assets.
Assists in the preparation of federal estate and gift tax returns.
Drafts and files documents to transfer assets into trusts (real estate deeds assignment of interests transfer forms).
Quality control review of documents to be provided to clients.
Client & Attorney Support
Coordinate with financial institutions on routine account updates and document requests under direction.
Assist attorneys and senior paralegals with general administrative tasks and special projects as needed.
Coordinate with financial institutions to retitle accounts and beneficiary designations.
Track and calendar client and filing deadlines.
Assists with other department activities as needed and performs additional duties and responsibilities as assigned.
Learning & Professional Development
Develop familiarity with probate procedures trust administration processes and estate planning concepts through hands-on training.
Participate in team meetings training sessions and knowledge-building opportunities offered within the Private Wealth group.
Skills & Competencies
A team player with a positive attitude who is able to maintain a consistently high standard of service and wants to grow within a collaborative team environment.
Demonstrated attention to detail organization reliability and ability to learn new technology quickly.
Ability to follow instructions learn quickly and manage/track multiple matters or tasks simultaneously in an organized manner under supervision while understanding how individual tasks contribute to broader organizational objectives.
Excellent written and verbal communication skills.
Communicate professionally and interact effectively with all levels of personnel including management staff and support staff.
Flexibility and able to respond quickly and positively to shifting demands.
Ability to work under pressure to meet strict deadlines.
Ability to maintain strict confidentiality when handling sensitive client and financial information.
Maintain timely and accurate timekeeping records.
Qualifications & Prior Experience
Bachelors Degree preferred; Paralegal Certificate is a plus but not required.
02 years of experience in a law firm or professional office setting (internships or part-time legal experience welcomed).
Demonstrated interest in estate planning probate or private wealth services is preferred.
Willingness to take direction and gradually assume more responsibilities with experience.
Technology Requirements
Proficiency with Microsoft Word Excel PowerPoint and Outlook.
Exceptional computer skills with a proven ability to quickly learn new software applications including AI-based platforms.
GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individuals race sex or other protected characteristics and to the principles of non-discrimination on any protected basis.
Required Experience:
Junior IC
Key Skills
About Company
Greenberg Traurig, LLP has more than 2750 attorneys in 48 locations in the United States, Europe and the Middle East, Latin America, and Asia. The firm is a 2022 BTI “Highly Recommended Law Firm” for superior client service and is consistently among the top firms on the Am Law Global ... View more
