Estate and Trust Administration paralegal

2-5 yrs required

Full-time

No

Law Firm Seeking Estate and Trust Administration Paralegal in Punta Gorda Office

- Minimum 500 words and maximum 3000 words
- Salary information available
- Job title: Estate and Trust Administration Paralegal
- Experience in estate and trust administration required
- Location: Punta Gorda office
- Department: Probate
- Opportunity for professional development and continuing education
- Superior client service skills required
- Administrative support provided

Farr Law Firm (replace company name with law firm) is currently seeking a highly skilled Estate and Trust Administration Paralegal to join our probate department in the Punta Gorda office. This is an exciting opportunity for an experienced individual to utilize their knowledge and expertise in estate and trust administration while working with a team of dedicated attorneys.

The ideal candidate will have a strong background in estate and trust administration, including maintaining case files and expertise in fiduciary accountings. They must also possess the ability to work independently and under the supervision of an attorney, handling all aspects of estate and trust administration such as court filings, meeting deadlines, asset gathering and transfers, and communications with investment advisors and trust companies.

Salary Information:
- Competitive salary based on experience and qualifications
- Benefits package offered, including health insurance and retirement plan

Key Responsibilities:
- Maintain case files and ensure proper documentation and organization
- Prepare and maintain fiduciary accountings
- Work closely with attorneys to meet deadlines and ensure accuracy in all aspects of estate and trust administration
- Communicate with clients and trust beneficiaries in a professional and efficient manner
- Gather and transfer assets in accordance with estate and trust plans
- Assist with court filings and other legal documents as needed

Qualifications:
- Minimum of 3 years of experience in estate and trust administration
- Florida Registered Paralegal (FRP) or Certified Legal Assistant (CLA) preferred
- Strong knowledge of fiduciary accountings and estate and trust laws
- Excellent organizational and time management skills
- Ability to work independently and as part of a team
- Superior client service skills and strong communication skills

Professional Development Opportunities:
At Farr Law Firm, we value the growth and development of our employees. As a paralegal, you will have access to various professional development opportunities such as continuing education courses and workshops to enhance your skills and knowledge in estate and trust administration.

Client Service:
Superior client service is a top priority at Farr Law Firm. As an Estate and Trust Administration Paralegal, you will work directly with clients and trust beneficiaries, so excellent communication and interpersonal skills are essential. The ability to handle sensitive information with discretion and professionalism is also required.

Administrative Support:
We understand the importance of administrative support in the legal field. As a paralegal at our firm, you will have access to administrative support to assist with tasks such as document preparation, scheduling, and filing, allowing you to focus on your responsibilities as a paralegal.

In conclusion, if you have a passion for estate and trust administration and possess the necessary skills and experience, we encourage you to apply for this exciting opportunity at Farr Law Firm. Join our team of dedicated professionals and grow your career while providing exceptional service to our clients. Apply now!

Not required

Administrative support, continuing education, professional development

Not specified

Fiduciary accountings, court filings, asset gathering, communication, client service

Not specified

Please submit resume and cover letter to [contact person name] at [email] or [address]

Qualification and Experience Florida Registered Paralegal (preferred), CLA

Legal