Trust and Estate Paralegal

22 hours ago

Glastonbury, United States Nirenstein, Horowitz Associates P.C. Full time
Job DescriptionJob Description

Job description

The right person will:

  • Demonstrate a positive and professional collaborative team attitude in dealing with colleagues, clients, legal and financial professionals, and other parties.
  • Have a “client-first “mindset with strong interpersonal and communication skills.
  • Resolve complex and non-routine client issues and inquiries in a timely manner.
  • Provide excellent customer service.
  • Have Trust Administration & Estate Planning paralegal experience.
  • Must be able to review and understand bank statements and other financial accounts.
  • Be willing to listen, ask questions, learn, think, then act.
  • Be self-motivated, self-aware, and capable of working independently.
  • Communicate effectively orally and in writing.
  • Be organized, focused, detail-oriented and an excellent proofreader.
  • Be able to analyze information and deliver quality service to our clients
  • Have the ability to meet deadlines.
  • Coordinate with outside vendors to collect data, account information and assets from various financial institutions.
  • Prepare estate property tax returns.
  • Minimum 3 years of consecutive Trust & Estate paralegal experience.
  • Salary will be based on EXPERIENCE.
  • On-site employees must be vaccinated.
  • Eligible for hybrid schedule after six months of employment.

Job Type: Full-time

Salary: $45,000.00 - $60,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

 

 

 

 

Company DescriptionOur firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.Company DescriptionOur firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.

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