T&E Commercial Banking Paralegal

Trust & Estates/Commercial Banking Paralegal - Boston, MA

LHH is seeking an experienced paralegal to support our banking and estate planning practice. This position requires a highly skilled and motivated individual with a strong background in Trust & Estates, complex commercial banking and real estate matters, as well as trust and estate planning experience. The ideal candidate will bring at least five (5) years of hands-on experience in commercial banking, real estate transactions, and estate administration.

Responsibilities:

• Assist in the administration of complex and taxable estates, including preparation and filing of state and federal estate tax returns
• Provide paralegal support for complex commercial banking and real estate matters, including UCC searches, lien searches, title examinations, asset searches, foreclosures, and preparation of commercial transaction documents
• Prepare ancillary estate planning documents, such as durable powers of attorney, health care proxies, living wills, HIPAA forms, and basic funding documents
• Support the administration of irrevocable life insurance trusts (ILITs) and other trust structures
• Collaborate with attorneys and clients to manage and resolve various estate-related matters, including asset distribution and compliance

Qualifications:

• Bachelor's Degree or Paralegal Certificate from an ABA approved program
• At least five (5) years of experience in commercial banking, real estate, or trust and estate matters
• Familiarity with estate administration processes, including the preparation of estate tax returns and ancillary estate planning documents
• Strong knowledge of UCC searches, lien searches, title examinations, and asset searches
• Experience in ILIT administration or other specialized trust matters is a plus
• Proficiency with Outlook, MS Office Suite, Excel, PowerPoint and Adobe
• Experience with estate planning software
• Ability to multi task, work independently, prioritize assignments and meet deadlines
• Strong written and verbal communication skills and strong interpersonal skills for client servicing
• Ability to maintain confidentiality and foster strong client relationships
• Excellent organizational and communication skills
• Ability to work independently and as part of a collaborative team

This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $90,000.00 to $95,000.00 and benefits may include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan.

Equal Opportunity Employer/Veterans/Disabled. To visit our website or apply to other jobs online, visit https://www.lhh.com/us/en/solutions/recruitment-solutions/.