Private Wealth Paralegal

6 days ago

West Palm Beach, United States Ascension Global Staffing & Executive Search Full time
Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.Ascension Global Staffing & Executive Search is seeking an experienced Private Wealth Paralegal to join our team in the West Palm Beach office. The paralegal will provide guidance and assist the attorneys and other parties, internally and externally, with respect to the administration of trusts and estates, assist attorneys in various types of legal matters, and provide assistance in preparing probate pleadings and related legal documents affecting Jones Foster, P.A.

The paralegal is responsible for managing a large and diversified workload in support of attorneys and clients that require a good understanding of the organization and its business needs. Under general direction, the paralegal completes work at an advanced level with most work requiring limited attorney revision. The paralegal in this role will focus on general law matters and business practice areas involving the Private Wealth practice group.

Responsibilities include but are not limited to:
  • Prepare documents for attorney review, including Florida Probate pleadings and other documents for sophisticated trust and estate administration matters.
  • Prepare initial drafts of trust and estate-related tax returns, including Forms 706 and 709.
  • Prepare trust and estate accounting and administer guardianships.
  • Gather, organize, summarize, and index documents from various sources.
  • Attend and participate in client meetings and document executions.
  • Complete special projects.
  • Meet with attorneys, clients, and other professionals to discuss assigned cases or projects.
  • Draft legal documents, including routine pleadings and motions, affidavits, and interrogatories, file motions and pleadings according to judicial procedures.
  • Researches and analyzes statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys.
  • Interviews clients and witnesses and prepares summaries of their statements.
  • Prepares, organizes, stores, and retrieves case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items.
  • Develop and maintain records regarding billable hours spent on specific cases.
  • Perform other related duties as assigned.
Required skills/abilities:
  • Exceptional verbal and written communication skills.
  • Must be highly organized and detail-oriented.
  • Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.
  • Ability to perform tasks utilizing legal office software such as document management and billing software. Experience in Coyote is a plus.
  • Full proficiency with advanced, multifunction word processing software including Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, and PDF programs) and proficiency in Coyote and iManage.
  • Strong background in the Florida Probate Code and Florida Trust Code.
  • Proficiency with GEMS.
  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills with a proven ability to meet deadlines
  • Strong analytical and problem-solving skills.
  • Ability to function well in a high-paced and at times stressful environment.
  • Ability to maintain confidentiality and exercise discretion and good judgment.
  • Ability to work independently.
Education and experience:
  • Bachelor’s degree from an American Bar Association (ABA) approved paralegal educational program or a four-year degree and a paralegal certificate from an
  • ABA-certified program are preferred.
  • Demonstrated solid knowledge in one or more areas of law and its processes.
  • Knowledge of specific practice groups, i.e., trust & estates, real estate, and corporate tax practices.
  • Minimum five (5) years of prior paralegal experience dealing specifically in Estate Planning and Probate matters.
  • Associate degree in Paralegal Studies or related field required with six (6) years of paralegal or relevant legal experience and a paralegal certificate required.
  • Paralegal Certification is a plus.

  • Private Wealth Paralegal

    4 weeks ago

    West Palm Beach, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

  • Private Wealth Attorney

    6 days ago

    West Palm Beach, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

  • Private Wealth Attorney

    4 weeks ago

    West Palm Beach, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

  • Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst/Senior Analyst - West Palm Beach

    2 weeks ago

    West Palm Beach, United States Goldman Sachs Full time

    YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...

  • Litigation Paralegal

    6 days ago

    West Palm Beach, United States Estrin Legal Staffing Full time

    Litigation Paralegal OnsiteMust have at least 6 years of civil litigation experienceOur client, one of the largest, most prestigious law firms in the world, is seeking an experienced litigation paralegal to work in its West Palm Beach office. This is a tremendous opportunity to work with top attorneys, Fortune 100 corporations and high-profiled individuals....

  • Litigation Paralegal

    2 weeks ago

    West Palm Beach, United States Estrin Legal Staffing Full time

    Litigation Paralegal OnsiteMust have at least 6 years of civil litigation experienceOur client, one of the largest, most prestigious law firms in the world, is seeking an experienced litigation paralegal to work in its West Palm Beach office. This is a tremendous opportunity to work with top attorneys, Fortune 100 corporations and high-profiled individuals....

  • Litigation Paralegal

    2 weeks ago

    West Palm Beach, Florida, United States Shubin Law Group P.A. Full time

    Company DescriptionShubin Law Group P.A. is a law firm with offices located in Miami, West Palm Beach, and Tampa, Florida. We handle mission critical matters for public and private institutional clients who place a premium on our ability to approach complicated problems with equal measures of technical expertise, efficiency, creativity, and lived experience....

  • Litigation Paralegal

    6 days ago

    West Palm Beach, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

  • Litigation Paralegal

    4 weeks ago

    West Palm Beach, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

  • Litigation Paralegal

    2 weeks ago

    West Palm Beach, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

  • Private Wealth Client Associate

    4 weeks ago

    Virginia Beach, Virginia, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Wealth Client Associate

    4 weeks ago

    Palm Beach, United States Wilmington Trust Full time

    Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management...

  • Client Services Manager

    2 weeks ago

    West Valley City, United States Outcome Private Wealth Full time

    About Outcome Private Wealth At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients highest possible risk tolerance and building a plan from that point, we start with the outcomes theyre looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at...

  • Private Banker

    2 weeks ago

    Palm Beach, United States CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Private Banker

    2 weeks ago

    Palm Beach, Florida, United States CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Private Wealth Management Administrative Assistant

    2 weeks ago

    Deerfield Beach, Florida, United States Staffmark Group Full time

    Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate...

  • U.s. Private Bank

    4 weeks ago

    Palm Beach, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be...

  • Asset & Wealth Management, XIG, Platform Management & Manager Onboarding, Associate

    4 weeks ago

    West Palm Beach, United States Goldman Sachs Full time

    Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...

  • UHNW Private Banker SAFE Act

    2 weeks ago

    West Palm Beach, United States 00002 Citibank, N.A. Full time

    HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. ...

  • Private Client Advisor II

    4 weeks ago

    Palm Beach, United States Bank of America Corporation Full time

    Job Description: Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great...