What are the responsibilities and job description for the Trust and Estates Paralegal position at Coda Search│Staffing?
Our client in the legal space is seeking a paralegal to join a dynamic and sophisticated Trusts & Estates practice. The ideal candidate will have a minimum of five (5) years of experience in handling of all aspects of the estate and trust administration process. Fiduciary administration and/or accounting experience is desirable. Primary responsibilities will include:
- Preparation of probate pleadings (petitions, inventories, accountings, final reports, etc.);
- Preparation of documents relating to the identification, collection, and valuation of assets;
- Fiduciary accounting; and
- Preparation of estate, gift, and income tax returns.
There will be substantial client contact as well as interaction with the department’s attorneys. The position offers an excellent opportunity to assume significant responsibility and hands-on experience in a collaborative, sophisticated and team-oriented work environment.
Candidates must have excellent oral and written communication, computer (including Microsoft Word and Excel), problem-solving, multitasking, and organizational skills. Must also be highly motivated and have the ability to work both independently and as part of a larger team.
