Private Wealth Paralegal

Min 5 yrs required

Full-time

No

Private Wealth Paralegal - Chicago, IL

Katten is seeking a highly skilled and experienced Private Wealth Paralegal to join our team in Chicago. In this role, you will be responsible for providing paralegal support and assistance to attorneys in the management, coordination, and administration of all aspects of trusts and estates in probate within established administrative procedures. This is a great opportunity for someone with a strong background in trust administration and a passion for working with high-value clients.

Why join Katten?

At Katten, we pride ourselves on providing sophisticated and high-value legal services to clients locally, nationally, and internationally. Our core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit, and private wealth. We represent a diverse range of clients, including public and private companies, government and nonprofit organizations, and individuals.

Our firm offers a hybrid work model, allowing for both on-site and remote work opportunities (KattenFlex). We also provide an outstanding benefits package including medical/dental/vision, 401k with employer contribution, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.

Essential Duties and Responsibilities:

- Oversee all aspects of trusts and estates in probate.
- Prepare and file probate documents to open and/or close estates.
- Collect and distribute assets by contacting banks, brokerage houses, and appraisers.
- Coordinate asset transfers and funding of trusts.
- Maintain and report beneficial ownership information in compliance with firm policy.
- Prepare for federal audit.
- Research and investigate requests and resolve issues.
- Prepare initial drafts of client correspondence and memos.
- Maintain up-to-date time reports for accurate client billing.

Requirements:

- Bachelor's degree and five or more years of progressive trust administration experience.
- Legal research knowledge and ability to use law library.
- Paralegal certificate from an ABA accredited program is a plus.
- Strong computer skills, including experience with Westlaw and trust-related databases.
- Excellent organizational skills and attention to detail.
- Strong interpersonal, verbal, and written communication skills.
- Ability to work independently and make decisions within scope of responsibilities.
- Ability to manage multiple priorities and meet strict deadlines.
- Availability to occasionally work more than hours per week.
- Ability to travel to other firm locations when necessary.

If you are a dependable team player with a high level of initiative, strong analytical and critical-thinking skills, and a passion for delivering exceptional client service, we want to hear from you! Apply now to join our team at Katten Muchin Rosenman LLP, an Equal Opportunity Employer/AA-M/F/SO/Disability/Veteran.

Not specified

Medical/dental/vision, 401k with employer contribution, transportation fringe benefit program, back-up care option, generous paid time off policy, long-term and short-term disability policies

Not specified

Paralegal Support, Trust Administration, Legal Research, Legal Writing, Client Communication, Time Management, Organization, Attention to Detail

Bachelor's degree and paralegal certificate

Interested candidates should submit their resume and cover letter to [company email address].

Qualification and Experience Bachelor's degree, Paralegal certificate from ABA accredited program, 5+ years experience in trust administration, Legal research knowledge, Computer proficiency, Excellent communication skills, Team player, Ability to multitask and prioritize, Strong attention to detail, Mathematical skills

Legal