Job Details

Estates And Trusts Paralegal Trust Administrator

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Aug 06,2018

Posted on

Jul 19,2018

Years of Experience

5-10 yrs required

Location

Lafayette, IN
Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
 
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Profile

Estates and Trusts Paralegal / Trust Administrator Duties: Responsible for paralegal support of estate and trust planning and administration, and operational support of a wide range of trust accounts, agency/custody accounts, exempt organizations and estates in accordance with the terms of trust instruments and fiduciary law. Works closely with and takes direction from responsible attorneys and other paralegals in the Private Client Services Group Chair(s). This individual works well with other practice groups and has extensive client contact. Communicate with attorneys and clients about meetings, estate planning worksheets, and estate planning documents. Enter client information into firm systems. Prepare, review and revise estate planning documents. Participate in attorney-client conferences. Participate in attorney-client conferences. Communicate with attorneys and clients about meetings, estate and trust assets, and valuation and distribution of assets. Prepare documents to open estates. Identify, value, and transfer estate and trust assets. Obtain needed appraisals of estate and trust assets. Distribute assets. Close estates and trusts. Obtain Employer ID Numbers for estates and trusts. Prepare federal estate tax returns. Prepare fiduciary income tax returns for estates and trusts. Prepare individual income tax returns. Serve as a point of contact for all Fiduciary Services matters and questions Operational support of a variety of trusts and IRA accounts Coordinate work activities involving outside service providers Use trust system to monitor accounts, produce reports and respond to questions. Submit entries to trust system. Request checks using trust system. Initiate wire transfers and ACH transfers. Manage client internet access to Fiduciary Services accounts. Manage distribution of periodic paper and electronic account statements. Manage distribution of tax reports and proof 1099s.

Qualification and Experience

Qualifications: Paralegal certificate or Bachelor’s Degree in finance, accounting or other business related field, or equivalent work experience. 5-10 years’ experience as paralegal. Experience in accounting, trust operations, tax, or trust administration preferred. Superior communication skills. Superior analytical skills. Understanding of principal and income accounting. Understanding of tax matters and implications on trusts and trust transactions. Knowledge and experience working on trust accounting systems Computer proficiency (Word, Excel, Outlook, etc.). Ability to confidently meet with and present to clients, trustees, and other professionals. Detail orientation and organizational skills. Understanding of financial markets and investment asset types.

Additional info

Send cover letter and resume.

Company info

Hiring Coordinator
Stuart & Branigin LLP
The Life Building, 300 Main Street
Suite 900 , P.O. Box 1010
Lafayette, IN 47902-1010

Review:

"A Productive but Friendly Law Firm"

Current Employee - Reviewed on December 18, 2017

Although management has created a wonderful working environment, they could stand to improve their communication and responsiveness. They need to be more willing to adapt or things will grow stale.

Pros : The firm gets a lot of work done without creating a competitive atmosphere. The firm really values its employees and works hard to create a cooperative workplace environment.
Cons : Change can be slow at times. Management is sometimes unresponsive to employee concerns and can sometimes ignore good ideas for improvement.
Current or former employee? : Current Employee

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