Private Wealth - Trusts & Estates, Probate Paralegal
$90k - $110kJM Networking LLC.
Fort Lauderdale, FL, USA Job Type Full Time Workspace On-site About the Role Salary Range $90,000 - $110,000 Position Summary Key Responsibilities Included, but are not limited to, probate and post-death trust administration (including preparation of probate - pleadings and trust administration documents). Filing probate documents with courts throughout the State of Florida and managing dockets. Marshaling and obtaining values of estate assets. Assisting in the preparation of federal estate and, less frequently, gift tax returns. Requirements Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment Strong written and verbal communication skills with a polished, professional demeanor Proactive and self-motivated, with the ability to work both independently and collaboratively Exceptional client service orientation, demonstrating discretion and professionalism Comfortable working under pressure and meeting strict deadlines Flexible and willing to work overtime when necessary Education & Prior Experience Minimum of five years of experience as an administrative or executive assistant in a professional services environment, preferably within a law firm Experience supporting attorneys or executives in high-volume, deadline-driven settings Bachelor’s degree or equivalent work experience preferred At least two years of legal secretary or legal administrative support experience at a mid-to-large law firm Technology Proficiency in Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook Experience with document management systems required; familiarity with iManage and/or Filesite is a plus About the Company About the Employer JM Networking, LLC is partnering with a prestigious law firm to hire a Private Wealth - Trusts & Estates/Probate Paralegal Team in Fort Lauderdale. This is an exciting opportunity for a driven and resourceful professional to join a dynamic and fast-paced legal environment. Our client is a leading law firm that values collaboration, precision, and client-focused service. The ideal candidate will be proactive, detail-oriented, and capable of anticipating the needs of attorneys and clients alike. This role is central to ensuring the efficient flow of legal and administrative processes across the Corporate practice group. This is a full-time, in-office position based in Fort Lauderdale. The selected candidate will be expected to participate in regular on-site operations, including meetings, team collaboration, and ongoing training. If you are passionate about delivering high-quality support and thrive in a high-performance legal setting, we invite you to explore this opportunity. Job Application Please complete the form to apply for this position with us. #J-18808-Ljbffr
- ...A law firm collaboration in Fort Lauderdale is seeking a Private Wealth - Trusts & Estates/Probate Paralegal to join their team. The candidate will manage probate and trust administration tasks while supporting attorneys. A minimum of five years of administrative experience...PrivateFull timeWork at office
- ...in Florida is seeking a Senior Manager of Tax Services for Private Wealth. This role involves advising high-net-worth individuals on... ...Bachelor's degree, CPA, and at least eight years of experience in trust and estate taxation. Strong leadership and communication skills are...Private
- ...Established law firm is currently hiring a Probate Paralegal . The position is a permanent role within the law firm and will offer a... ...Paralegal will work with an experienced Attorney in the Probate, Trust and Estates department. Duties will include overseeing probate files...SuggestedPermanent employmentCurrently hiring
- ...Senior Manager of Tax Services- Private Wealth page is loaded## Senior Manager of Tax Services- Private Wealthlocations: Boca Raton:... ...orientations, and beliefs.As a **Senior Manager in Wealth Tax – Trusts & Estates**, you will serve as a senior technical and client-facing...Private
- ...law firm to identify an experienced Estate Planning Paralegal . This is an outstanding opportunity... ...professional to join a sophisticated trusts and estates practice supporting attorneys... ...estate planning, trust administration, and probate matters. The ideal candidate will...SuggestedFlexible hours
- ...Opportunities Excellent Team Culture Competitive Compensation Job Summary We are seeking a highly motivated Probate/Guardianship/Trust Litigation Legal Secretary to join our team. In this role, you will work under the supervision of our attornies, providing...Work at office
- ...Johnson Dalal in Plantation, Florida is seeking a highly motivated Probate/Guardianship/Trust Litigation Legal Secretary to join their team. This position requires providing administrative support under attorney supervision, communicating with clients, and preparing case...
- ...Trust and Estates Legal Assistant needed in our Downtown Fort Lauderdale office! This is a part... ...functions. Handle Trust and Probate Administration. Prepare Probate Pleadings... ...from files. Assist attorneys and paralegals in preparation for meetings....Part timeWork at office
$200k - $250k
...Trusts & Estates Attorney $200,000 - $250,000 per year | Fort Lauderdale, FL | On-Site | Permanent... ..., including public charities and private foundations. Conduct financial modeling... ...Minimum 6 years’ experience in estate, wealth, or tax planning, with evidence in both...PrivatePermanent employmentWork at officeLocal area- ...Professions Inc in Fort Lauderdale, Florida, is seeking a Private Wealth Advisor to guide clients in wealth and estate planning, investments, and banking. Candidates should possess a Bachelor’s degree, 8+ years of experience with High and Ultra High Net Worth clients,...Private
- ...Wealth Private Advisor The Wealth Private Advisor's primary responsibility is to deepen client relationships around banking, credit, and... ...internal and external partners. Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon...Private
- ...Job Description Estate Planning Associate – Private Client Group Silverman Schermer, PLLC... ...wills, revocable trusts, irrevocable trusts, powers... ...worth clients, including wealth transfer, asset protection... ...estate planning, taxation, or probate experience is preferred but...Private practice
- ...Greenspoon Marder is seeking a part-time Trust and Estates Legal Assistant to support the Trust and Estates practice group in Fort Lauderdale. The role includes preparing legal documentation, managing client communications, and ensuring that tasks are completed on time...Part time
- ...sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to... ...Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position...Private
$140k - $160k
...level-headed, A++ estate planning attorney... ...estate planning, and probate services. We do... ...many of whom are private individuals, forward... ...grow generational wealth so they can have freedom... ...have a drafting paralegal to input data and... ...probate and trust administration . You...PrivateFull timeWork at officeImmediate startWork from home$65.5k - $102.5k
...Paralegal-Legal Affairs Sunrise, FL, United States(Hybrid) Job Description The General... ...agencies, state and local agencies and private attorneys or pro se litigants. Analyze... ...continue to uphold our brand promise of trust, security, and service. As part of Team...PrivateFull timeLocal areaOverseasFlexible hoursShift work- ...excellence in family law, juvenile law, and estate planning, consistently achieving top-tier... ...Position Overview: As a Family Law Paralegal at our firm, you will play an integral... ...estate planning documents, such as wills, trusts, and health care directives, tailored to...
- ...We are seeking a probate paralegal to join a boutique firm. You will join a team that works on probate matters full circle, from filing the... ...ensure the efficient and accurate administration of probate estates Benefits This full-time position offers benefits...Full timeTemporary workLocal area
$96.5k - $207.5k
...: Provide pro-active and effective real estate management for the Private Bank, consisting of estates, guardianships and trusts. Responsible and accountable for risk by... ...Participate in testimonial appearances before probate court. SUPERVISORY RESPONSIBILITIES:...PrivateFor contractors$165k - $200k
...high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$124.62k
...Job Description At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within... ...including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer...PrivateFull timeFlexible hours- ...J.P. Morgan in Fort Lauderdale is seeking a Private Banker to advise families on building, preserving, and managing their wealth. You'll work with a team to provide financial advice and acquire new clients. The ideal candidate has strong experience in the financial services...Private
$165k - $200k
...high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Gilder Search Group is seeking a Private Wealth Advisor in Fort Lauderdale, Florida. The role involves guiding clients in wealth and estate planning while leveraging a diverse financial skill set for relationship building. To succeed, candidates should have at least 8...Private
$260k - $390k
...Beach, Tampa Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services... .... Key Responsibilities: Provide comprehensive estate planning, tax, and business succession strategies for individuals...PrivatePrivate practice- ...financial advisor in Fort Lauderdale, Florida, responsible for managing high net worth client relationships and providing expert advice in wealth management. The ideal candidate has over 10 years of experience in client wealth management, excellent relationship management, and...PrivateRemote work
- ...Immigration Paralegal job at Silicon Valley Recruiting LLC. Fort Lauderdale, FL. Immigration Paralegal (E2/EB-5) – Hybrid Fridays | Fort... ...Fridays) About the Firm Our clientis a family-owned immigration and estate planning law firm dedicated to helping clients—especially...Full timeWork at officeWork from home
- ...National law firm has a Sr Paralegal Position in Naples, Florida. This is a direct hire role with a full benefits... .... They are looking for someone who can prepare probate pleadings, federal estate tax returns, trust and/or estate accountings and funding calculations....
$96.5k - $207.5k
...FUNCTION: Provide pro-active and effective real estate management for the Private Bank, consisting of estates, guardianships and trusts. Responsible and accountable for risk by... ...in testimonial appearances before probate court. SUPERVISORY RESPONSIBILITIES: Responsible...PrivateFull timeFor contractors- ...action every day.” Kaufman Rossin is a privately owned, independent public accounting firm... ...including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment... ...is seeking a Tax Manager with Real Estate industry experience to join our dynamic team...Private
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