Job Details

Estate Trust Paralegal Trust Administrator

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Posted on

Aug 03,2018

Years of Experience

5-10 yrs required

Location

Indianapolis, IN
Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
 
5 hits

Profile

Estate & Trust 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 Chairs. 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. Tax Matters Support. 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. Request checks using trust system. Manage client access to Fiduciary Services accounts, statements, and tax reports.

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 a 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.

Company info

Hiring Coordinator
Stuart & Branigin LLP
8888 Keystone Crossing
Suite 1401
Indianapolis, IN 46240

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

Similar Jobs:

Paralegal/Legal Assistant
Indianapolis, IN
Paralegal/Legal Assistant The candidate will be focusing on areas such as real estate, small business, family law, criminal law, wills and estates, and personal injury. Will be responsible for supporting attorneys in multiple off...
Paralegal Duties : The candidate will be summarizing medical records, depositions, and other records. Performing investigative research via online programs, software, and databases. Assist with document production, including gath...
Litigation Paralegal – Civil and Commercial Duties: Manage high volume of cases. Interact with clients. Prepare documents, hard copy or electronic formats, for discovery requests and responses. Read, understand and summari...