Trust & Estate Administration Paralegal

Trust & Estate Administration Paralegal

About the Role:

A respected and growing professional services firm is seeking an experienced Trust & Estate Administration Paralegal to join its New Jersey or New York office. This position offers the opportunity to work closely with attorneys clients financial planners and accountants on sophisticated estate and trust administration matters in a collaborative and professional environment.

The ideal candidate will be highly organized detail-oriented and capable of managing multiple priorities while providing exceptional client service. This role is ideal for a paralegal who enjoys meaningful client interaction analytical work and taking ownership of complex estate administration matters from beginning to end.

Key Responsibilities:

• Handle all phases of estate and trust administration from initial intake through final distribution
• Assist with probate administration including New Jersey and New York probate matters
• Prepare federal and state estate tax returns and fiduciary accountings
• Coordinate estate asset distributions and trust funding activities
• Communicate extensively with clients beneficiaries financial planners accountants and related advisors
• Organize and maintain estate administration files records and supporting documentation
• Monitor deadlines and ensure timely completion of filings and administration requirements
• Assist attorneys with complex trust and estate matters and related projects
• Utilize estate administration and tax software to support efficient workflow and accurate documentation

Qualifications:

• Minimum of 5 years of trust and estate administration experience required
• Knowledge of New Jersey and New York probate procedures strongly preferred
• Strong mathematical analytical and problem-solving abilities
• Excellent written and verbal communication skills with a professional and client-service-focused approach
• Highly organized with the ability to prioritize assignments and manage multiple deadlines effectively
• Strong attention to detail and ability to work independently as well as collaboratively within a team environment
• Experience with ONESOURCE/Fast Tax Hot Docs and Microsoft Word strongly preferred
• College degree and/or paralegal certificate required
• JD/paralegal candidates will also be considered Ability to prioritize multiple assignments and manage deadlines in a fast-paced environment
• Strong attention to detail and ability to work independently as well as collaboratively within a team
• Experience with ONESOURCE/Fast Tax Hot Docs and Microsoft Word
• strongly preferred .
• College degree and/or paralegal certificate required
• JD/paralegal candidates will also be considered

Why Join Us:

This is an exciting opportunity to join a respected and growing professional environment where employees are valued for their expertise professionalism and contributions. The firm is committed to fostering a collaborative workplace culture that encourages career growth teamwork and long-term success.

As part of the Trusts & Estates team you will work on meaningful and sophisticated matters while building strong professional relationships with attorneys clients and advisors. The position offers significant client interaction hands-on responsibility and the opportunity to further develop your technical and professional skills within a supportive environment.

The firm offers a competitive starting salary comprehensive benefits package and a stable growth-oriented setting where employees are encouraged to take ownership of their work and continue advancing their careers. Salary is commensurate with experience and qualifications.