Estate Planning Coordinator

3 days ago


Pasadena, California, United States Career Consulting Partners Full time
Job Opportunity

Career Consulting Partners is partnering with a leading law firm in Pasadena, CA to find a skilled Paralegal with a background in Trust & Estate planning. This is a unique opportunity to work with a prestigious firm and contribute to the success of their clients.

The ideal candidate will have 3-6 years of experience in Estate Planning and Trust Administration, with excellent communication skills and proficiency in Microsoft Office. They will be responsible for supporting attorneys in all aspects of estate planning, trust administration, and probate matters, working closely with clients, attorneys, and other professionals to ensure efficient and effective management of clients' estates and trusts.

Key Responsibilities:
  • Stay up-to-date on changes in laws, regulations, and legal procedures to ensure accurate and current information is being used in legal work.
  • Assist with the filing of legal documents with courts, administrative agencies, and other relevant authorities, ensuring all filings meet deadlines and requirements.
  • Manage calendars, reminders, and scheduling appointments for attorneys.
  • Perform administrative duties, including answering phone calls, responding to emails, and managing calendars.
  • Conduct research to support lawyers in case preparation, finding relevant laws, regulations, and precedents to build legal arguments and strategies.
  • Ensure all work is conducted in compliance with ethical guidelines and professional standards set by relevant legal associations and jurisdictions.
Requirements:
  • 3-6 years of experience in Estate Planning and Trust Administration.
  • Well-organized and able to multitask in a fast-paced environment.
  • Excellent communication skills.
  • Highly proficient in Microsoft Office.
Benefits:
  • Salary: $60,000 - $90,000.
  • 401k Matching.
  • Caregiver Support Program.
  • Commuter Benefits Program.
  • Adoption Assistance Program.
  • Educational Assistance Program.
  • FSA | HSA.
  • Disability | Life | Vision | Dental.
  • Medical (United Healthcare, Kaiser, Blue Shield).

Career Consulting Partners is committed to protecting your information and will not submit your application to any firm without your consent.



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