What are the responsibilities and job description for the Paralegal position at Messina Talent Advisors?

Job Description

We are seeking a Paralegal / Trust Services Coordinator in the Financial Planning Group of a wealth management firm. The Trust Services Coordinator provides the family office and family trust company services to high net-worth clients by supporting various client trust administration duties.

This position is based out of Cleveland and offers work-from-home flexibility of up to 2 days per week after the initial orientation period.

Job Responsibilities :

Support client trust administration and ongoing compliance in family trust companies.
Assist in the preparation of trust administration documents, including, but not limited to, trust acceptance documents, annual account reviews, and beneficiary profiles.
Participate in customizing policy and procedure manuals based on the provided template.
Create summaries and flowcharts of trust documents for review.
Complete electronic filing of client documents ensuring consistent file structure.
Assist in client board meetings through the preparation and dissemination of electronic board books.
Manage customized private client portals ensuring appropriate access and document uploads /
Assist with department expense reports.
Handle all electronic signatures of documents (e.g., trust administration worksheets, Oath of Directors, Annual Reviews, etc.) & file appropriately.
Responsible for filing electronic documents & maintaining the integrity of all client files.
Download monthly bank statements for clients.
Organize & maintain client Summitas portals.
Coordinate securing data from new clients to facilitate the preparation of trust administration documents.
Enter data in WealthHub based on information received from clients and complete data audits.
Update Policy & Procedure Manuals for customization and amendments.

Requirements :

Bachelor’s Degree in a related field of study or equivalent work experience.

Legal secretary or paralegal experience a plus.

Prior experience working in a client-focused, high-touch, and fast-paced professional environment.

Familiarity with estate planning in a legal or wealth management environment a plus.

Strong interpersonal and communication skills.

Ability to organize and manage multiple priorities.

Facility with computer applications, proficient in spreadsheets and graphics.

Strong team player.

Commitment to company values.

Benefits :

The opportunity to work at a bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization.

The chance to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging.

An opportunity to work with high-profile private clients and institutions across the country.

A competitive base salary with an incentive bonus program.

401(k) Savings Plan with company contributions.

Health, Dental, Vision, and Long-term disability insurance.

Generous paid time off program.

Company Description

Real People. Real Connections. Real Results.

That's the Messina Talent Advantage.

For more than 40 years, Messina's Talent practice has continuously evolved to meet the needs of our clients. We not only help our clients fill roles and build their teams, but we also help them better understand their workforce and develop strategic talent initiatives that drive value for their organizations.

Messina Talent Advisors, a Messina Group Company, has the network, proven processes, and all the latest technologies to connect the right candidates with the right jobs - faster.

Company Description

Real People. Real Connections. Real Results. That's the Messina Talent Advantage. For more than 40 years, Messina's Talent practice has continuously evolved to meet the needs of our clients. We not only help our clients fill roles and build their teams, but we also help them better understand their workforce and develop strategic talent initiatives that drive value for their organizations. Messina Talent Advisors, a Messina Group Company, has the network, proven processes, and all the latest technologies to connect the right candidates with the right jobs - faster.

Apply for this job

Receive alerts for other Paralegal job openings

Paralegal

What are the responsibilities and job description for the Paralegal position at Messina Talent Advisors?

What is the career path for a Paralegal?

Job openings at Messina Talent Advisors

Not the job you're looking for? Here are some other Paralegal jobs in the Cleveland, OH area that may be a better fit.

We don't have any other Paralegal jobs in the Cleveland, OH area right now.

AI Assistant is available now!