Trust and Estate Administration Paralegal jobs in United States
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Ascension Global Staffing and Executive Search · 20 hours ago

Trust and Estate Administration Paralegal

positionBoca Raton, FL
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Ascension Global Staffing & Executive Search is a Hispanic Women Owned & Operated National Recruiting Firm dedicated to diversity and inclusion. They are seeking a Trust and Estate Administration Paralegal with over 5 years of experience to manage all phases of estate and trust administration, including probate and communication with clients and financial planners.

Human ResourcesRecruitingStaffing Agency

Responsibilities

Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate a plus), extensive communication with clients, financial planners, and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work, etc

Qualification

Estate tax softwareProbate knowledgeMathematical skillsHotDocsVerbal skillsMicrosoft WordCommunication skillsOrganizational skillsTeam playerWritten skills

Required

5 plus years of experience in estate and trust administration
Handling all phases of estate and trust administration, including probate
Extensive communication with clients, financial planners, and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding
Deed work
Superior communication and mathematical skills
Highly organized with the ability to prioritize
Excellent written and verbal skills
Paralegals are required to account for 7 hours a day billable and non-billable

Preferred

Knowledge of New Jersey, New York, and Florida probate
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
College degree and/or paralegal certificate
Consideration of a JD/paralegal candidate

Benefits

Comprehensive benefits program

Company

Ascension Global Staffing and Executive Search

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Ascension Global Staffing & Executive Search is a premier recruiting firm specializing in placing top legal talent and executive professionals in high-stakes roles.
dateFounded in 2016
location
Coral Gables, Florida, USA
people-size2-10 employees
web-link
https://ascensionsearch.com

Funding

Current Stage
Early Stage

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