Trust and Estate Paralegal

The Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent law.

RESPONSIBILITIES:

• Deal directly with trust beneficiaries and agency clients regarding personal financial situation with minimal supervision.
• Independently prepare for new business meetings with prospective clients and/or assist Relationship Managers (RM), Director (D) and Trust Officers (TO) in preparation for new business meetings with prospective clients.
• Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
• Excels in communication with clients, accountants,...

A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities:

• handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
• Extensive communication with clients, financial planners and accountants
• Preparation of federal and state estate tax returns and fiduciary accountings
• Distribution of estate assets and trust funding, etc.

Requirements

• 5+ years of experience in a similar type role.
• College degree and/or paralegal certificate required.
  
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.

A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities:

• handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
• Extensive communication with clients, financial planners and accountants
• Preparation of federal and state estate tax returns and fiduciary accountings
• Distribution of estate assets and trust funding, etc.

Requirements

• 5+ years of experience in a similar type role.
• College degree and/or paralegal certificate required.
  
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.

A law firm with offices in Hackensack, NJ is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities:

• handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
• Extensive communication with clients, financial planners and accountants
• Preparation of federal and state estate tax returns and fiduciary accountings
• Distribution of estate assets and trust funding, etc.

Requirements

• 5+ years of experience in a similar type role.
• College degree and/or paralegal certificate required.
  
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.