Trust & Estate Administration Paralegal

Job Description

Job Description

Ascension Global Staffing & Executive Search, a Hispanic women-owned and operated national recruiting firm, stands at the forefront of innovation and excellence. Led by a visionary team deeply committed 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.

Ascension Global Staffing & Executive Search is seeking an experienced  Trust & Estate Administration Paralegal on behalf of a leading law firm. The ideal candidate will have 4 + years of experience supporting attorneys with sophisticated trust and estate administration matters and will be comfortable managing matters from initiation through final distribution.

This is an excellent opportunity for a highly organized, detail-oriented professional with strong client-service, communication, and mathematical skills.

Key Responsibilities

• Handle all phases of estate and trust administration , including probate.
• Communicate extensively with clients, financial planners, accountants, beneficiaries, and other professionals.
• Assist with the preparation of federal estate tax returns and fiduciary accountings.
• Prepare and coordinate documentation related to the distribution of estate assets .
• Assist with trust funding and administration.
• Prepare and coordinate deed work and related real estate documentation.
• Maintain accurate records, deadlines, and case documentation.
• Coordinate with attorneys and other professionals to ensure matters progress efficiently.
• Perform financial calculations and assist with asset valuations and distributions.
• Draft correspondence, pleadings, forms, and other legal documents.
• Provide high-level administrative and paralegal support throughout the estate and trust administration process.

Qualifications

• 3 + years of trust and estate administration experience preferred.
• College degree and/or Paralegal Certificate required .
• JD/Paralegal candidates will also be considered.
• Strong working knowledge of estate and trust administration and probate procedures.
• Excellent written and verbal communication skills.
• Strong mathematical and analytical abilities.
• Exceptional organizational skills and attention to detail.
• Ability to prioritize multiple matters and meet deadlines.
• Strong client-service skills and professional judgment.
• Ability to work independently while functioning effectively as part of a team.

Preferred Technical Skills

Experience with the following is a plus:

• ONESOURCE / Fast Tax
• HotDocs
• Microsoft Word
• Estate tax preparation and fiduciary accounting software

What the Firm Offers

• Competitive salary of $76,500–$162,500 , based on experience and qualifications
• Comprehensive benefits program
• Opportunity to work with an established and highly respected law firm
• Professional growth and development opportunities
• Collaborative and team-oriented environment