Estate Planning Specialist
4 days ago
We are seeking an experienced Estate/Trust Administration Paralegal to support our attorneys in managing estates and trusts. The ideal candidate will have a minimum of 2 years of experience in estate and trust administration, with a strong understanding of North Carolina estate and trust laws.
Key Responsibilities- Administer estates and trusts from inception to completion, ensuring compliance with legal requirements.
- Prepare and file probate documents, including petitions, inventories, and accountings.
- Communicate effectively with clients, beneficiaries, and other parties.
- Draft and review legal documents and correspondence.
- Coordinate with financial institutions and other professionals.
- Assist with federal and state tax return preparation.
- Maintain accurate records of estate and trust transactions.
- Conduct legal research as needed.
- Provide general administrative support to attorneys.
- Minimum 2 years of estate and trust administration experience.
- Paralegal certification or equivalent experience.
- Knowledge of North Carolina estate and trust laws.
- Strong organizational and communication skills.
- Proficiency in Microsoft Office and legal software.
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Real Estate Client Success Specialist
3 weeks ago
Raleigh, North Carolina, United States Relevate Real Estate Full timeAt Relevate Real Estate, we're dedicated to providing exceptional service to our clients throughout their real estate journey. As a licensed Real Estate Agent and Client Specialist (CSM), you'll play a vital role in ensuring smooth and rewarding transactions for both buyers and sellers.You'll collaborate closely with our Sales Agents, acting as the primary...
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Estate Planning Paralegal Specialist
4 weeks ago
Raleigh, North Carolina, United States Jobot Full timeJob Title: Estate/Trust Administration ParalegalCompany: Jobot, a reputable legal practice focused on estate planning.Position Overview:Oversee the administration of estates and trusts from initiation to completion.Prepare and submit necessary probate documentation.Engage with clients, beneficiaries, and relevant stakeholders.Draft essential legal documents...
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Estate Planning Attorney
4 days ago
Raleigh, North Carolina, United States Jobot Full timeUnlock Your Potential as an Estate Planning AttorneyAt Jobot, we're seeking a skilled and dedicated Estate Planning Attorney to join our team in Raleigh, NC. As a key member of our esteemed law firm, you'll have the opportunity to make a meaningful impact on families' lives by helping them secure their futures.Key Responsibilities:Draft and review estate...
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Paralegal for Estate Planning
4 weeks ago
Raleigh, North Carolina, United States Jobot Full timeJob Title: Estate/Trust Administration ParalegalCompany: Jobot, a reputable legal firm focused on estate planning.Job Overview:Oversee the administration of estates and trusts from initiation to conclusion.Prepare and submit necessary probate documentation.Engage with clients, beneficiaries, and relevant stakeholders.Draft legal documents and official...
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Financial Planning Specialist
1 week ago
Raleigh, North Carolina, United States The Pelora Group Full timeFinancial Planning Specialist At The Pelora Group, we're seeking a skilled Financial Planning Specialist to join our team in Raleigh, NC. As an Investment Adviser, you'll play a key role in helping clients achieve their financial goals through expert financial planning and strategic investment advice. Responsibilities • Develop comprehensive financial...
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Estate Planning Attorney
2 weeks ago
Raleigh, North Carolina, United States Jobot Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Estate Planning Attorney with 2-5 years of experience to join our esteemed law firm in Raleigh, NC.Key ResponsibilitiesDraft and review estate planning documents, including wills, trusts, and powers of attorney.Advise clients on estate planning, asset protection, and tax strategies.Conduct...
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High Net Worth Estate Planning Attorney
1 week ago
Raleigh, North Carolina, United States Beacon Hill Full timeAbout the Role:We are seeking an experienced Trusts and Estates attorney to join our team at Beacon Hill Legal. As a trusted partner to our clients, you will have the opportunity to work with high net worth individuals and families to plan for their financial futures.Key Responsibilities:Provide expert advice on trust and estate planning to high net worth...
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Financial Planning Specialist
3 weeks ago
Raleigh, North Carolina, United States The Pelora Group Full timeFinancial Planning and Investment OpportunitiesThe Pelora Group is seeking a skilled Financial Planning Specialist to join our team in Raleigh, NC. As a key member of our team, you will have the opportunity to work with clients to develop personalized financial plans and provide expert investment advice.Key Responsibilities:Develop comprehensive financial...
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Real Estate Sales Specialist
2 weeks ago
Raleigh, North Carolina, United States 220 Agents Full timeJob OverviewWe are seeking a highly motivated and dedicated Real Estate Sales Specialist to join our dynamic and fast-growing team at 220 Agents. As a key member of our team, you will be responsible for providing exceptional customer service and sales expertise to our clients.Key Responsibilities:Supervise the closing process to ensure a seamless and...
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Real Estate Lead Generation Specialist
1 week ago
Raleigh, North Carolina, United States Giving Tree Realty Full timeAbout the RoleGiving Tree Realty is seeking a highly motivated and results-driven Real Estate Lead Generation Specialist to join our dynamic team. As a key member of our sales team, you will be responsible for generating new business opportunities and driving growth for our company.Key ResponsibilitiesAct as a liaison between clients and potential buyers,...
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Estate Paralegal Specialist
2 weeks ago
Raleigh, North Carolina, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate/Trust Administration Paralegal to join our team at Jobot. As a key member of our legal team, you will be responsible for supporting attorneys in managing estates and trusts, ensuring compliance with legal requirements, and delivering exceptional client service.Key ResponsibilitiesAdminister estates and...
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Real Estate Financing Specialist
4 weeks ago
Raleigh, North Carolina, United States First Horizon National Corporation Full timeAbout UsFirst Horizon Corp. (NYSE: FHN) is a prominent regional financial services provider with around $90 billion in assets. We are committed to empowering our clients, communities, and employees to realize their full potential through strategic capital and expert guidance. Our headquarters is located in Memphis, TN, and our banking division, First Horizon...
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Real Estate Sales Professional
7 days ago
Raleigh, North Carolina, United States Jobs for Humanity Full time{"Job Title": "Real Estate Sales Professional", "Job Description": "Job SummaryWe are seeking an experienced Real Estate Sales Professional to join our team. As a Buyer's Agent Specialist, you will be responsible for helping clients find their dream home by providing exceptional customer service and expertise in the local real estate market.Key...
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Real Estate Investment Sales Professional
3 weeks ago
Raleigh, North Carolina, United States Giving Tree Realty Full timeReal Estate Acquisitions SpecialistWe are seeking a skilled full-time real estate acquisitions specialist to fill a key role at Giving Tree Realty. Your primary responsibilities will include identifying new properties, establishing relationships with buyers, and ensuring successful transactions. If you are results-driven, strategic, and enjoy connecting with...
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Real Estate Lending Specialist
1 week ago
Raleigh, North Carolina, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Real Estate Lending Specialist to join our team at First Citizens Bank. As a key member of our Wealth Private Banking group, you will be responsible for processing, analyzing, and resolving complex loan documentation and servicing issues.Key ResponsibilitiesLoan Portfolio Management: Manage loan portfolios from...
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Trusts and Estates Attorney
2 weeks ago
Raleigh, North Carolina, United States Beacon Hill Full timeJob Opportunity: Experienced Trusts & Estates Attorney Sought by Prestigious Law FirmAbout the Role:We are seeking a highly skilled Trusts and Estates attorney to join our team at Beacon Hill Legal. As a key member of our team, you will be responsible for providing expert advice and guidance to high-net-worth individuals on estate planning and trust...
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Real Estate Counselor
2 weeks ago
Raleigh, North Carolina, United States Gpac Full timeJob Title: Real Estate Transactional AttorneyJob Type: Full-TimeReports To: Partner, Real Estate Practice GroupAbout Us:Gpac is a dynamic legal practice known for producing high-quality work in a congenial office atmosphere. We offer a hybrid work environment and are committed to fostering a supportive and collaborative workplace where our attorneys can...
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Raleigh, North Carolina, United States Giving Tree Realty Full timeJob OverviewGiving Tree Realty is on the lookout for driven individuals who are enthusiastic about enhancing their earnings. If you possess a strong desire to assist others in realizing their home aspirations, we have an exciting career opportunity for you. Our Raleigh division is growing, and we are in need of Sales Specialists to manage our substantial...
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Trusts and Estates Attorney
1 week ago
Raleigh, North Carolina, United States Beacon Hill Full timeTrusts and Estates Attorney OpportunityWe are seeking an experienced Trusts and Estates attorney to join our team at Beacon Hill Legal. The ideal candidate will have a strong background in planning for high-net-worth individuals and a proven track record of success in this field.Key Responsibilities:Develop and implement estate plans for high-net-worth...
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Trusts and Estates Attorney
7 days ago
Raleigh, North Carolina, United States Beacon Hill Full timeTrusts and Estates Attorney OpportunityWe are seeking an experienced Trusts and Estates attorney to join our team at Beacon Hill Legal. The ideal candidate will have a strong background in planning for high-net-worth individuals and a proven track record of success in this field.Key Responsibilities:Develop and implement estate plans for high-net-worth...