Job Details

Paralegal - Trust Administration

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Location

Sioux Falls, SD

Posted on

Apr 07,2018
Practice Area
Finance >> Finance - General
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
 
25 hits 3 times Apply

Profile

Paralegal - Trust Administration Duties: Pleasantly and professionally serve clients and their families acting at all times in good faith and in the interests of the trustees and personal representatives. Inventory financial and real estate assets. Accurately bill clients for services. File court documents for probates, guardianships and conservatorships. Prepare and file deeds. Prepare letters and documents. Communicate with clients on the progression of estate administration. Research issues relating to trust assets, administration and other legal documents. Assist in the preparation of federal and state estate tax returns. Perform the duties of a Notary Public of the State of South Dakota.

Qualification and Experience

Qualifications: Prefer a background in financial planning or accounting and/or proven Trust Administration experience. Strong interpersonal skills. Ability to work independently in a fast-paced environment. Competent with technology including extensive knowledge of Microsoft Word, Outlook & Excel. Respect for confidentiality. Strong organizational and time management skills. Effective oral and written communication skills. Diligent attention to details, priorities, deadlines and follow-through. Ability to manage multiple, overlapping tasks. Desire and ability to work on a successful team. Familiarity with investment assets and taxes is a plus.

Company info

Carolyn A. Thompson
Thompson Law, P.C.
5027 South Western Avenue
Suite 100,
Sioux Falls, SD 57108

Similar Jobs:

Litigation Paralegal Candidate will assist with its litigation practice with emphasis in working in medical malpractice and health law area. Certified Paralegal with 2 years' experience is required. Should possess strong organiza...
Paralegal/Legal Assistant Responsibilities: Prepare, process, and electronically file legal documents and papers, such as summonses, subpoenas, complaints, appeals, motions, and other pleadings; Mail, fax, or arrange for delivery...