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Estate Planning Specialist

2 months 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 focus on Trust and Estates. This is an exciting opportunity to work with a prestigious firm and contribute to the success of their Trust and Estates team.

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 timely and compliant submissions.
  • Manage attorneys' calendars, appointments, and deadlines, as well as provide reminders and notifications.
  • Perform administrative tasks such as scheduling appointments, managing calendars, and responding to inquiries.
  • Conduct research to support lawyers in case preparation, including finding relevant laws, regulations, and precedents.
  • Ensure all work is conducted in compliance with ethical guidelines and professional standards.
Requirements
  • 3-6 years of experience in Estate Planning and Trust Administration.
  • Excellent organizational and time management skills, with the ability to multitask in a fast-paced environment.
  • Strong communication and interpersonal skills.
  • Proficiency in computer programs such as Microsoft Word, Outlook, and Excel.
Benefits
  • Competitive salary range: $60,000 - $90,000.
  • 401k matching program.
  • Caregiver support program.
  • Commuter benefits program.
  • Adoption assistance program.
  • Educational assistance program.
  • FSA and HSA options.
  • Disability, life, vision, and dental insurance.
  • Medical insurance options (United Healthcare, Kaiser, Blue Shield).

Career Consulting Partners is committed to maintaining the confidentiality of candidate information and will only submit candidates with their consent.