What are the responsibilities and job description for the Paralegal – Financial Services/ Trust & Estate Administration position at Spilman Thomas & Battle, PLLC?
Job Overview:
We are currently seeking a dedicated paralegal to support our trust and estates and financial services law practices. The ideal candidate will have business, accounting, financial services, or related experience that would enable him or her to organize and understand various banking and investment records and to compile summaries, inventories and accounting reports.
Responsibilities:
- Engage in meetings and collaborate with attorneys, clients, and professionals on assigned projects.
- Draft a range of legal and administrative documents related to estate planning, probate, and trust administrations, including deeds and transmittal/instructional correspondence.
- Review, organize and summarize financial records into inventories and accountings
- Communicate and coordinate effectively with coworkers, clients, and third parties regarding ongoing projects.
- Draft probate petitions, asset inventories, accounting reports, and court orders, and file paperwork with local courts
- Correspond with various third-party professionals, including financial institutions, insurance companies, and local government agencies, such as clerks of court, offices of the Secretary of State
- Manage case files and documents using document management systems like iManage and PCLaw to ensure accurate organization and easy retrieval.
- Handle client communication professionally via phone and written correspondence maintaining confidentiality at all times.
- Coordinate project management activities related to ongoing cases or legal initiatives to ensure timely completion of tasks.
- Coordinate and oversee the delivery, filing, and recording of legal documents and correspondence to relevant parties and agencies.
- Critically identify, analyze, observe, evaluate, and problem solve, as necessary, while assisting on assigned projects.
- Close files and contribute to general office operations as necessary.
- Provide additional paralegal services as reasonably required.
Experience
- Proven paralegal experience with a strong background in financial matters.
- Demonstrated proficiency with legal research platforms such as Westlaw and LexisNexis.
- Familiarity with legal case management software including iManage and PCLaw.
- Excellent organizational skills with the ability to handle confidential information discreetly.
- Strong writing skills for drafting legal documents and correspondence with attention to detail.
- Experience supporting attorneys through document review and administrative tasks in a fast-paced law office environment.
- Knowledge of procedural law principles combined with effective project management abilities to meet deadlines efficiently.
Join us if you’re eager to grow your career as a paralegal by supporting impactful legal work in a vibrant team dedicated to excellence!
Work Location: In person
EOE
Pay: $51,300.00 - $61,900.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Flexible spending account
- Free parking
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $51,300 - $61,900