Trust and Estate Administration Paralegal

Min 5 yrs required

Full-time

No

Law Firm Seeking Experienced Trust and Estate Administration Paralegal for Philadelphia Office

Salary: Competitive, based on experience

Job Title: Trust and Estate Administration Paralegal

Experience: 5+ years

Location: Philadelphia, PA

Job Type: Full-time, hybrid work schedule

Department: Private Client, Trusts and Estates (PCTE)

H1: Join Our Team as a Trust and Estate Administration Paralegal in Philadelphia

H2: Cozen O'Connor Seeks Dedicated Paralegal for PCTE Group

Primary Responsibilities:

- Act as lead contact for trust beneficiaries and trustees, facilitating trust distributions and coordinating with financial advisors, accountants, and other parties involved in the trust administration process.
- Manage day-to-day aspects of estate administration under the supervision of attorneys, including preparing tax returns.
- Coordinate with Cozen O'Connor's integrated family office for personalized client services.
- Utilize basic computer programs and accounting functions, with preference for familiarity with OneSource tax return preparation system.

Qualifications:

- required.
- Advanced knowledge of trust and estate administration.
- Ability to handle confidential information with discretion.
- Strong interpersonal skills for building client relationships.
- Desire to grow in the position and provide top-notch client service.

Cozen O'Connor is an Equal Opportunity Employer, committed to diversity and inclusion in the legal profession. We welcome applicants from all backgrounds and encourage those returning to the workforce to apply, without penalty for gaps in experience.

Join Cozen O'Connor's PCTE Group as a Trust and Estate Administration Paralegal in Philadelphia. We offer a competitive salary and a hybrid work schedule, allowing for 3 days in the office and 2 days remote. Apply today and be a part of our diverse and inclusive team.

Not specified

Medical, dental, vision, 401(k), and more

Not specified

Trust and estate administration, tax return preparation, accounting, client service, Microsoft Excel, organizational effectiveness, diversity and inclusion, legal service

Four-year college degree and/or paralegal certificate

Please submit a cover letter, resume, and salary requirements to [insert email address here].

Qualification and Experience Four-year college degree and/or paralegal certificate

Legal