Job Title: Trust & Estate Administration Paralegal
Job Responsibilities:
- Client Interaction: Serve as the primary point of contact for clients, beneficiaries, and other stakeholders. Provide compassionate and professional support throughout the estate administration process.
- Case Management: Review and manage your calendar, task list in the firm's case management software, and email inbox daily to create and implement action plans that move client matters forward efficiently.
- Document Preparation: Prepare, review, and file all necessary probate and trust administration documents. Ensure accuracy and compliance with North Carolina probate laws.
- Coordination with Team Members: Collaborate with other legal team members to gather necessary information and documentation for each case. Delegate tasks and follow up to ensure timely completion.
- Attorney Support: Regularly review case statuses and future plans with attorneys. Provide updates and discuss strategies to address any issues or delays.
- Client Updates: Keep executors, trustees, and beneficiaries informed about the status of their estate administration matters. Provide clear and timely communication to manage expectations and reduce anxiety.
- Operational Efficiency: Participate in team meetings to discuss client matters and identify opportunities to improve operational efficiencies. Contribute to the continuous improvement of processes and procedures.
- Filing and Tracking: Meticulously produce and track filings for each estate and trust administration matter. Maintain organized records and ensure all deadlines are met.
- Team Collaboration: Work closely with other team members to support overall firm goals and client objectives. Foster a collaborative and supportive work environment.
Education and Experience Information:
- At least two years of North Carolina estate administration experience is required.
- Candidates should possess strong organizational skills, attention to detail, and the ability to communicate complex concepts in understandable terms.
- Experience in a collaborative team environment and a consistent track record of delivering quality work is essential.
Salary Information:
- The base salary ranges from $45,000 to $65,000, depending on experience.
- Incentive compensation based on accomplishing Key Performance Indicators (KPIs) and Measures of Success can increase total earnings to $70,000 or more for an experienced candidate.
- Comprehensive benefits include medical, dental, vision, and life insurance coverage, as well as matching contributions to tax-deferred retirement savings.
- Flexible paid time off accrued from Day One and 12 paid holidays annually.
Additional Information:
- Schedule: Full-time, with office hours from 8:30 AM to 5:00 PM, Monday through Friday. Alternative schedules will be considered.
- Location: Hybrid remote and in-office, subject to an initial in-person onboarding period.
- The law firm prioritizes the safety and security of clients and employees. Candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.
This position offers an opportunity to join a distinguished, woman-owned law firm committed to empowering the community through education and comprehensive estate planning services. The firm values integrity, proactivity, accountability, teamwork, innovation, and personal and professional growth, aiming to provide peace of mind and expert guidance to clients.
