Paralegal, finance experience a plus, to $93K

Job Description

Job Description

Private Wealth Paralegal / Financial Specialist

Washington, DC | Up to $93,000 + Annual Bonus | Hybrid

A prestigious national law firm is seeking a  Private Wealth Paralegal / Financial Specialist for its Washington, DC office. This position offers an excellent opportunity for a detail-oriented professional with experience in estate and trust administration, financial reporting, or accounting to work closely with attorneys serving high-net-worth individuals and families.

The ideal candidate will have strong financial and analytical skills, excellent organizational abilities, and experience handling confidential client information.

Responsibilities

• Assist attorneys with sophisticated estate planning, trust administration, and private wealth matters.
• Gather and organize client financial information, account records, and supporting documentation.
• Utilize Addepar to maintain financial data, prepare net worth statements, and assist with estate planning calculations.
• Coordinate new client onboarding and communicate with financial institutions and outside advisors.
• Prepare estate and trust administration documents, beneficiary forms, closing correspondence, and account retitling instructions.
• Assist with probate proceedings and complex estate administration matters.
• Prepare Crummey notices and coordinate trust funding, insurance premiums, and other payments.
• Support the administration of Grantor Retained Annuity Trusts (GRATs), Charitable Lead Trusts, and irrevocable trusts.
• Monitor deadlines, maintain accurate records, and assist with additional private wealth matters as needed.

Qualifications

• Approximately 3 years of relevant experience in a law firm, accounting, bookkeeping, financial management, or related professional environment.
• Bachelor's degree in accounting, finance, or a related field preferred.
• Strong proficiency in Microsoft Excel, Word, Outlook, PowerPoint, and Teams.
• Experience with Addepar or similar financial reporting software is a plus.
• Excellent attention to detail, organizational skills, and ability to manage competing priorities.
• Strong communication skills and the ability to work effectively with attorneys, clients, and financial professionals.
• Ability to exercise sound judgment and maintain strict confidentiality.

Compensation & Schedule

• Salary: Up to $93,000, plus annual bonus
• Hours: Monday–Friday, 8:30 a.m.–5:00 p.m.
• Hybrid schedule: Five days in the office during the initial 90-day training period, followed by four days in the office and one remote day per week
• Billable requirement: 1,600 hours annually
• Overtime: Non-exempt position with paid overtime when required
• Location: Convenient to Farragut North and Farragut West Metro stations

Benefits

The firm offers a competitive benefits package, including medical, dental, and vision insurance; life and disability coverage; 401(k); commuter benefits; 22 days of paid time off; paid holidays; and access to an on-site fitness facility.

If you have a strong background in financial administration, trusts and estates, or private wealth support, we would welcome the opportunity to speak with you.

Bonnie Jones Associates, L.L.C. is your source for finding and filling permanent financial, accounting, administrative, legal, executive assistant, accounting and HR positions. Our professional staff matches the right candidate with the right employer and we take a lot of pride in that responsibility. Bonnie Jones Associates, L.L.C. has over eighty years of combined recruiting experience.

Our commitment to you is that we will work very hard to find you the right match. Our hope is that you will be very happy that you have chosen to work with us and that you feel we have done a good job for you. Please browse our web site, and contact us so that we can make a happy match for you!

Company Description

Bonnie Jones Associates, L.L.C. is your source for finding and filling permanent financial, accounting, administrative, legal, executive assistant, accounting and HR positions. Our professional staff matches the right candidate with the right employer and we take a lot of pride in that responsibility. Bonnie Jones Associates, L.L.C. has over eighty years of combined recruiting experience. \r\n\r\nOur commitment to you is that we will work very hard to find you the right match. Our hope is that you will be very happy that you have chosen to work with us and that you feel we have done a good job for you. Please browse our web site, and contact us so that we can make a happy match for you!