Private Wealth Services

1 month ago

Fort Lauderdale, 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.

Our top Am Law 100 client, a global law firm, currently has an excellent full-time employment opportunity in the Private Wealth Services (aka Trust & Estates) Department of their Fort Lauderdale office. They offer competitive compensation and an excellent benefits package.

Position Summary

The Private Wealth Services Paralegal will primarily assist attorneys in estate administrations, but there will be opportunities to assist attorneys with drafting of various estate planning instruments. Must perform in an organized, efficient manner, and be willing to support the department with high level paralegal work and special projects as needed. Candidate should also be flexible to work overtime as needed.

Duties & Responsibilities

  • Included, but are not limited to, probate and post-death trust administration (including preparation of probate - pleadings and trust administration documents).
  • Filing probate documents with courts throughout the State of Florida and managing dockets.
  • Marshaling and obtaining values of estate assets.
  • Assisting in the preparation of federal estate and, less frequently, gift tax returns.

    Skills & Competencies
  • The successful candidate will be a team player with a positive attitude who is able to maintain a consistently high standard of service.
  • Must be a self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented.
  • The ideal candidate will have exemplary organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure, multi-task and set priorities while meeting deadlines in a fast-paced environment.

    Qualifications
  • Bachelor's Degree preferred.
  • Paralegal certification required.
  • Minimum of five (5) years of experience in a medium to large size law firm.
  • Must be able to independently, with attorney oversight, handle all aspects of estate and trust administration.
  • Experience in estate and gift tax preparation preferred, but not required.
  • Proficiency with Windows-based software and Microsoft Word, Excel and Outlook are required.

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