What are the responsibilities and job description for the Trusts & Estates Administration Paralegal position at SourcePro Search?
Trusts & Estates Administration Paralegal
New Jersey, New York, or Florida Office
SourceProSearch is seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in one of our New Jersey, New York, or Florida Offices.
Responsibilities:
- Handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate a plus)
- Extensive communication with clients, financial planners, and accountants
- Preparation of federal and state estate tax returns and fiduciary accountings
- Distribution of estate assets and trust funding
- Deed work and other related tasks
Requirements:
- 5 years of experience in trust and estate administration
- Superior communication and mathematical skills
- Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
- Highly organized with the ability to prioritize
- Team player with excellent written and verbal skills
- College degree and/or paralegal certificate preferred; JD/paralegal candidate will also be considered
Salary: Up to $162,500 per year, commensurate with experience
We offer a competitive starting salary and a comprehensive benefits program.
Salary : $162,500