Paralegal

Min 5 yrs required

Full-time

No

Paralegal
The candidate will responding to client inquiries via phone and email; managing the entire client process, including follow-up with new and existing clients; communicating via phone and email with clients and their trusted advisors; handling case management from inception of file to close of matter (estate planning, estate administration, probate matters and trust settlement); assisting with document generation and review; assisting with general estate and trust administration (settling probate estates, inheritance tax returns, trust and probate accountings), trust funding assisting with client inquiries and general paralegal/administrative assistance to attorneys; managing a process for documenting follow-up with enclosing files; working independently within deadlines and completing tasks 5 years or more of recent estate or trust administration paralegal experience or prior work experience at a legal/financial institution and/or bank are required. Strong written and verbal communication skills, excellent listening skills and ability to explain complex concepts to clients Extreme attention to detail are required.

Legal