What are the responsibilities and job description for the Remote Trusts and Estates Administration | WFH position at Get It - Real Estate?
Job Overview
We are in search of a skilled Trust and Estate Administration Paralegal, possessing a minimum of 5 years of relevant experience, to join our esteemed team. This position offers an excellent opportunity for professionals passionate about estate and trust administration to thrive in a collaborative and dynamic work setting.
Key Responsibilities
This role provides an exceptional chance for detail-oriented professionals to expand their skills and make a significant impact within the field of estate and trust administration.
Company Culture And Values
Our organization values collaboration and teamwork, creating an environment where professionals can excel while forging meaningful relationships with both clients and colleagues.
If you are a meticulous and driven individual seeking a new challenge in estate and trust administration, we invite you to apply!
Employment Type: Full-Time
We are in search of a skilled Trust and Estate Administration Paralegal, possessing a minimum of 5 years of relevant experience, to join our esteemed team. This position offers an excellent opportunity for professionals passionate about estate and trust administration to thrive in a collaborative and dynamic work setting.
Key Responsibilities
- Manage all phases of estate and trust administration, including probate (experience in New Jersey, New York, and Florida probate is advantageous)
- Build and maintain robust relationships through regular communication with clients, financial planners, and accountants
- Prepare federal and state estate tax returns as well as fiduciary accountings
- Aid in the distribution of estate assets and the funding of trusts
- Outstanding communication and mathematical abilities
- Proficiency in estate tax software (such as ONESOURCE/Fast Tax), HotDocs, and Microsoft Word is preferred
- Strong organizational capabilities with an aptitude for prioritizing tasks and collaborating effectively within a team
- Excellent written and verbal communication skills
- A college degree and/or paralegal certification is preferred
- Candidates holding a JD or those currently pursuing a paralegal qualification will also be considered
This role provides an exceptional chance for detail-oriented professionals to expand their skills and make a significant impact within the field of estate and trust administration.
Company Culture And Values
Our organization values collaboration and teamwork, creating an environment where professionals can excel while forging meaningful relationships with both clients and colleagues.
If you are a meticulous and driven individual seeking a new challenge in estate and trust administration, we invite you to apply!
Employment Type: Full-Time
