Estates Paralegal - Watertown Office
Conboy Law Firm – Watertown, NY
Provide multiple supervising attorneys with support and assistance by performing a wide variety of tasks related to estate planning and probate. Extensive client contact.
Estate Planning or Estate Administration experience preferred but not required; tax experience welcome.
Position requires individual to work in a fast paced office setting with the ability to work efficiently and effectively under press... read more
The candidate will provide multiple supervising attorneys with support and assistance by performing a wide variety of tasks related to estate planning and probate. Maintain extensive client contact. Provide supervising attorneys with support in the preparation, review, edit, proofreading, and distribution of related documents. Should have proficiency with Microsoft Office to include Word, Excel and Outlook. Estate Planning or Estate Administration experie...
The candidate will communicate both in verbal and written form with clients, Partners and Associates, Paralegals and other firm staff, vendors and banking contacts. Generate 1099's, W-2's and other tax compliance documents. Perform online banking transactions to include wiring of funds, conflict checks, and prepare firm deposits. Open new matter numbers for the firm, take payments from clients, and apply payments to client matters. Preference is of Associa...
The candidate will prepare, review, analyze and organize documents for real estate transactions. Correspond with clients, banks, city and county offices. Work closely with attorneys, real estate staff, and clients on a wide range of matters, but specifically real estate matters. Draft and record real estate documents. Calendar appointments for attorneys and clients. Work closely with municipalities and attorneys. Prepare documents necessary for municipal easement...