Job Details

Estate Administration Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Aug 09,2018

Posted on

Jul 28,2018

Years of Experience

3-5 yrs required

Location

New Bern, NC
Practice Area
Trusts and Estates >> Trusts and Estates
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Estate Administration Paralegal Duties: Assist attorneys in the administration of estates, trusts, and guardianships, including drafting correspondence and legal documents and preparing inventories, accountings, and other probate documents; conferring with clients, beneficiaries, insurance companies, financial institutions, public officials, and court administrators; reviewing tax strategies and preparing various tax returns; gathering information and keeping abreast of administrative changes. The overall goal is to assist attorneys in ensuring quality service to clients. Adhere to NC State Bar Rules of Professional Conduct and are performed under the supervision of an attorney.

Qualification and Experience

Qualifications: Bachelor's degree or an associate's degree from an accredited Paralegal Technology program and 3-5 years of paralegal experience. Must have a NC Notary Public commission or the ability to obtain same. Accounting experience is preferred. Will have a strong work ethic; exceptional time management, organizational, analytical, and problem-solving skills; excellent client communications and service; proficient technology skills, including, MS Office Suite and general online research; and meticulous attention to detail with strong proofreading skills. Must be able to work independently, handling an estate from beginning to end, collaborating with team members as needed. Because much of the work is in the areas of accounting and taxes, must have strong mathematical skills.

Company info

Hiring Coordinator
Ward and Smith, PA
1001 College Court
New Bern, NC 28562

Review:

"A Law Firm that Appreciates"

Current Employee - Reviewed on September 09, 2017

The firm should focus on helping staff to further advance in their careers. Continuing to compensate staff for their hard work is a great start to what the firm offers.

Pros : An environment that has appreciation for its employees. The law firm recognizes the performance of hard working staff. Leadership has looked on how to compensate staff for their hard work and implemented higher Paid Time Off.
Cons : The law firm has rules that pose expectations on how to adequately dress. The law firm could use a new renovation in terms of its office.
Current or former employee? : Current Employee

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