Trusts & Estate Junior Associate

2-4 yrs required

Full-time

No

Our associates are provided a competitive salary and benefits package, including medical, dental, and vision insurance, a 401(k) plan, and a generous PTO policy.

Job Title: Trusts & Estate Junior Associate
Experience: 2-4 years of experience in administering estates in North Carolina
Salary: Competitive salary and benefits package

Smith Anderson, a leading business and litigation law firm in the Research Triangle region of North Carolina, is seeking a Trusts & Estate Junior Associate with 2-4 years of experience in administering estates in the state. The ideal candidate will have the ability to work independently, manage client files, and possess proficiency in Microsoft Excel and Word. The firm offers a competitive salary and benefits package, as well as extensive opportunities for career growth through training and mentoring programs.

Responsibilities and Qualifications:

- Represent executors during all stages of the estate administration process
- Assist clients with gathering information from third-party providers
- Prepare inventory and accounting documents
- Manage a busy administration practice with proactive deadline and matter scheduling and management
- Research estate, gift, generation-skipping transfer, and income tax issues
- Possess efficiency and proficiency in Microsoft Excel and Word
- Follow process of client intake, document preparation, and ongoing communications
- 2-4 years of experience in administering estates in North Carolina
- Ability to work independently and administer client files
- Strong organizational and time management skills

Benefits:

- Competitive salary and benefits package
- Medical, dental, and vision insurance
- 401(k) plan
- Generous PTO policy
- Extensive opportunities for career growth through training and mentoring programs
- Personal and professional support at all levels of your career
- Alternative career path mentoring and opportunities

Why Work at Smith Anderson:

- Largest business and litigation law firm in the Research Triangle region of North Carolina
- Passionate about advising dynamic regional, national, and global companies
- Unparalleled client service and recognition as a "Client Service A-Team" firm by BTI Consulting Group for the past five years
- Rare combination of legal and business innovators
- Culture and heritage shaped for over 100 years
- Single office location promotes collaboration, strategy, and cohesiveness
- Familial and supportive professional environment
- Extensive opportunities for career growth and development

As a Trusts & Estate Junior Associate at Smith Anderson, you will have the opportunity to work with a diverse range of clients and gain valuable experience in administering estates in North Carolina. With a competitive salary and benefits package, as well as extensive opportunities for career growth and development, Smith Anderson is the perfect place to continue your legal career. Our supportive and collaborative culture, along with our recognition for unparalleled client service, makes us a top choice for both clients and employees. Join us and become a part of our legacy of legal and business innovation.

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Estate administration, client service, legal and business innovation, client focus, estate tax, Microsoft Excel, Microsoft Word, client intake, document preparation, collaboration, strategy, cohesiveness, training, mentoring, career growth, estate administration process, information gathering, inventory and accounting, deadline management, matter scheduling, time recording, communication

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Qualification and Experience 2-4 years of experience in administering estates in North Carolina, efficiency and proficiency in Microsoft Excel and Word

Legal