What are the responsibilities and job description for the Trusts & Estates Paralegal (Planning and Administration) position at Rivkin Radler LLP?
Because a great law firm begins with great people.
At Rivkin Radler, we are always looking for professionals who share our passion for the law and commitment to total client satisfaction. Rivkin Radler has approximately 250 lawyers, with offices in Albany, N.Y.; Hackensack, N.J.; Jacksonville, F.L.; New York City; Poughkeepsie, N.Y.; and Uniondale, N.Y. The firm actively encourages equal opportunity through mentoring, training, professional development, and public service programs.
The firm offers competitive salaries in addition to a comprehensive benefits plan which includes medical and dental insurance, group term life insurance, accidental death and dismemberment insurance, long-term disability insurance, optional term life insurance, flexible spending accounts, Aflac, 401(k), paid time off, referral bonuses and paid holidays.
Rivkin Radler LLP is seeking Trusts and Estates administration paralegals with at least three years of experience for its Uniondale office.
The paralegals work closely with clients, attorneys, paralegals, and accountants. The candidate should have excellent communication, organizational, and computer skills, including Excel. Paralegal Certification from an ABA-approved program is a plus.
REQUIREMENTS
Applicants must:
- Have a minimum of 3 years of law firm experience and a background in the areas of Trusts and Estates.
- Extensive knowledge of Wills, Trusts, Power of Attorney forms, estate funding and general management of files
- Be proactive and able to assist with the preparation of legal documents, including Wills, Trusts, Health Care Proxies, Living Wills and Powers of Attorney and provide attorneys with administrative support.
- Strong knowledge of Surrogate’s Court rules and procedures (e.g., probate, administration, accounting proceedings) is essential.
- Familiarity with preparing estate tax returns is preferable.
- Candidate should enjoy working with clients and their families and pride themselves on attention to detail and organization.
- Excellent spelling, grammar and organizational skills, as well as the ability to multi-task and work both independently and as a team member.
- Experience with NetDocs a plus.
- Demonstrate strong analytical and problem-solving skills. Excellent proficiency of Word, Outlook and Excel is required.
- Paralegal certificate a plus.
Responsibilities will include, but are not limited to:
- Keeping cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; entering information into file database and case management software; confirming case status with attorney.
- Capture and record billable time in accordance with policies and procedures.
- Attending Will signings
- Exhibiting patience, empathy, and professional maturity at all times.
- Demonstrating an attitude of cooperation with legal staff, peers, and administrators.
We are looking for a true team player who takes initiative and ownership of work product and pride in maintaining client relationships.
Hybrid Hours:
Monday-Friday, 9am – 5pm, with the flexibility to work
overtime when needed
Minimum 3 days a week in office
2 days a week remotely
Congenial fast-paced environment, we offer competitive salary and benefits. EOE.
The annualized salary range for this position is $65,000 to $115,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
To find out how you can join our talented team, email recruiting@rivkin.com.
We are an Equal Opportunity Employer
Salary : $65 - $115