Trust Administration Paralegal

Job Description

Job Description

Posting title – “Trusts & Estates Paralegal”

Hours: 8:30 am – 5:00 pm

Glastonbury, CT

 

Are you compassionate, energetic, and resourceful? If so, we encourage you to become a part of an experienced Estate Planning firm established in 1988. We provide comprehensive, professional, and reliable Estate Planning services tailored to meet our clients’ needs.

 

The Ideal Candidate Will:

 

1. • Demonstrate a professional, collaborative approach when working with colleagues, clients, and external professionals.
   • Maintain a client-first mindset and consistently deliver a high standard of client service.
   • Possess strong oral and written communication skills.
   • Demonstrate proficiency with the Microsoft Office Suite (Word, Excel, and Outlook).
   • Resolve complex and nuanced client matters with accuracy, discretion, and timeliness.
   • Coordinate with financial institutions and third-party service providers to obtain account information and supporting documentation.
   • Review, interpret, and work confidently with bank statements, brokerage reports, and other financial documents.
   • Draft Probate Court forms and estate tax returns.
   • Exhibit a thoughtful and proactive work style, including the ability to listen, ask questions, analyze, and take appropriate action.
   • Work independently while remaining accountable, self-motivated, and self-aware.
   • Maintain strong organizational skills with exceptional attention to detail and accuracy.
   • Adapt effectively to shifting priorities in a dynamic practice environment.
   • Monitor and manage critical deadlines and key milestones across assigned matters to ensure nothing is overlooked.
   • Possess a growth-oriented mindset with a commitment to ongoing professional development.

 

Education and Experience:

1. • Minimum of two years of experience in Trust & Estate administration.
   • An associate’s degree, paralegal certificate, or relevant administrative experience is  preferred but not required .
   • Compensation will be commensurate with experience.

 

Work Arrangement:

1. • This position is on-site; COVID-19 vaccination is preferred.
   • Eligibility to work (1) hybrid workday after six months of employment.

\nCompany Description

Our 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 Description

Our 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.