Private Wealth Services Paralegal

Min 5 yrs required

Full-time

No

Private Wealth Services Paralegal - Fort Lauderdale, FL

Salary Information: Competitive compensation and benefits package

Job Title: Private Wealth Services Paralegal

Experience: Minimum of 5 years in a medium to large size law firm

Position Summary:

- Full-time employment opportunity in the Private Wealth Services Department of a global law firm, Greenberg Traurig, in Fort Lauderdale.
- Competitive compensation and excellent benefits package offered.
- The Private Wealth Services Paralegal will primarily assist attorneys in estate administrations, with opportunities to assist with drafting of estate planning instruments.
- Must perform in an organized, efficient manner and be willing to support the department with high level paralegal work and special projects.
- Flexibility to work overtime may be required.

Duties & Responsibilities:

- Assist with probate and post-death trust administration, including preparation of pleadings and trust administration documents.
- File probate documents with courts throughout Florida and manage dockets.
- Obtain and manage values of estate assets.
- Assist in preparation of federal estate and gift tax returns.

Skills & Competencies:

- Team player with a positive attitude and high standard of service.
- Self-starter who can work well with minimal supervision and take a proactive approach to work.
- Strong organizational skills, attention to detail, and ability to work well under pressure and meet deadlines.
- Excellent communication skills, both verbal and written.
- Familiarity with Windows-based software and Microsoft Word, Excel, and Outlook.

Qualifications:

- Bachelor's Degree preferred.
- Paralegal certification required.
- Minimum of 5 years of experience in a medium to large size law firm.
- Ability to independently handle all aspects of estate and trust administration.
- Experience in estate and gift tax preparation preferred.
- Proficiency with Windows-based software and Microsoft Word, Excel, and Outlook.

Greenberg Traurig is an Equal Opportunity Employer committed to diversity and inclusion in the workplace.

Achievements and Commitment to Diversity:

- Participates in the Mansfield Rule Certification Program, administered by The Diversity Lab, to increase diverse representation in the legal industry.
- Achieved Mansfield Rule Certification in 2020, Mansfield Certification Plus in 2021, and Mansfield Rule Certification Plus in 2022.
- Currently participating in the Mansfield Rule Certification Program.
- Provides data during the application process to help achieve diversity goals and meet legal reporting and record-keeping obligations.
- Data provided is confidential and voluntary, and will not be considered in the hiring process.

Join the team at Greenberg Traurig as a Private Wealth Services Paralegal in Fort Lauderdale, FL.
Competitive compensation and benefits package offered. Apply now!

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