Trust & Estate Administration Paralegal

Trust and Estate Administration Paralegal

About the Role:

A highly respected professional services firm is seeking an experienced Trust and Estate Administration Paralegal to join its growing team in either the New Jersey or New York office. This position offers an exciting opportunity for a detail-oriented and client-focused professional to work closely with attorneys clients financial advisors and accountants on sophisticated estate and trust administration matters.

The ideal candidate will have strong technical knowledge exceptional organizational abilities and the confidence to manage multiple matters simultaneously in a fast-paced environment. This role is well-suited for someone who enjoys meaningful client interaction analytical work and being an integral part of a collaborative trusts and estates practice.

Key Responsibilities:

• Handle all phases of estate and trust administration from inception through final distribution
• Assist with probate proceedings including New Jersey and New York probate matters
• Prepare federal and state estate tax returns and fiduciary accountings
• Coordinate the distribution of estate assets and trust funding processes
• Communicate regularly with clients beneficiaries financial planners accountants and other advisors
• Organize and maintain estate and trust administration files and documentation
• Track deadlines filings and tax-related requirements to ensure timely completion of matters
• Work closely with attorneys to support complex estate administration matters and related projects
• Utilize estate administration and tax preparation software as part of the administration process

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-oriented approach.
• Highly organized with the ability to prioritize tasks and manage multiple deadlines effectively .
• Team-oriented mindset with the ability to work independently when needed
• 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 standards
• Ability to identify analyze and resolve complex HR and employee relations matters effectively
• Excellent interpersonal skills with the ability to build and maintain professional relationships with partners attorneys management and staff
• Strong organizational skills with exceptional attention to detail and confidentiality
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office and related business software applications
• Broad understanding of professional services operations policies and workplace expectations preferred.

Why Join Us:

This is an outstanding opportunity to join a collaborative and well-established professional environment where your expertise and contributions will be highly valued. The firm is committed to providing employees with meaningful work long-term career growth and a supportive culture built on professionalism teamwork and excellence in client service.

As part of the Trusts and Estates team you will have exposure to sophisticated estate administration matters and the opportunity to work alongside experienced attorneys and professionals who value mentorship communication and professional development. The role offers a strong level of responsibility and client interaction making it ideal for a paralegal seeking both challenge and career advancement.