Senior Trusts & Estates Paralegal — Client Services Lead
SourcePro Search
A leading legal staffing firm is looking for a Senior Trusts & Estates Paralegal in New York. This role requires 10–15 years of specialized experience, including handling estate administrations and preparing tax returns. The successful candidate will mentor junior staff and interact directly with clients. A Bachelor's degree or equivalent experience, along with proficiency in Microsoft Office, is essential. This full-time position is on-site for 4–5 days a week. #J-18808-Ljbffr SourcePro Search
$162.5k
A legal recruitment agency is seeking a Trusts & Estates Administration Paralegal with over 5 years of experience to join their team in New York. The role... ...phases of estate and trust administration, extensive client communication, and preparation of estate tax returns. Candidates...Senior- A leading law recruitment agency is seeking a Trust and Estates Administration Paralegal with over 5 years of experience in managing estate and trust administration processes... ...tax software and the ability to work with clients and financial professionals. Join a dynamic...Senior
$90.2k - $141k
A leading professional services firm in New York is seeking a Senior to join their FTEAS team. This role is integral to preparing complex trust and estate accountings and managing client relationships. Candidates should have a Bachelor's degree in Accounting or Finance...Senior- ...Description Job Description Fiduciary Trust & Estate Paralegal Compensation: !100K - $185+ DOE) Our global law firm client needs to add an experienced T&E paralegal... ...work ethic and be able to provide quality service. If you would like to explore this opportunity...SuggestedWork experience placementImmediate start
$76k - $162k
...Paralegal - Trust & Estates Administration Hackensack, New Jersey, United States $ 76,000.00 - 162,000.00 (US Dollar) Paralegal - Trust... ...trust administration while working closely with attorneys, clients, financial planners, and accountants. Key Responsibilities...SuggestedWork at office$100k - $145k
...We are seeking an experienced Trusts & Estates Paralegal to support attorneys and clients in the wealth preservation practice of a New York law office. This role combines legal, administrative, and financial responsibilities and requires attention to detail, strong organizational...Work at office$162.5k
Trusts & Estates Administration Paralegal New Jersey, New York, or Florida Office SourceProSearch is seeking a Trust and Estate Administration Paralegal... ...Florida probate a plus) Extensive communication with clients, financial planners, and accountants Preparation of federal...Work at office$50k - $100k
A reputable law firm is looking for a Trusts & Estates Paralegal to assist with estate planning and administration at their office in Essex County... ...such as wills and trusts, managing deadlines, and client communications. Candidates should have experience in a law...Work at office$50k - $100k
Overview Our client, a well-established law firm, is seeking a Trusts & Estates Paralegal to join their Essex County, NJ office. This role involves assisting attorneys with all aspects of estate planning and administration, including preparing key legal documents, coordinating...Work at office$76.5k - $162.5k
Trust & Estates Administration Paralegal Location: New Jersey, New York, or Florida Office Salary Range: $76,50... ...preferred). Communicate extensively with clients, financial planners, and... ...communication standards to deliver exceptional service. What You’ll Bring: Experience: 5...Work at office$80k - $100k
...involves managing legal documentation, maintaining calendars, and client interactions, promoting professionalism and confidentiality. A... ...benefits package including medical, dental, vision, and a 401k plan. #J-18808-Ljbffr International Executive Service CorpsSenior$123.8k - $214.9k
A global professional services firm is seeking a Services Manager in New York to lead fiduciary and trust accounting services. Candidates should have over 5 years of experience... ..., and demonstrate an ability to manage client relationships effectively. The position offers...$70k - $90k
A leading recruitment agency is looking for Senior Paralegals for multiple top-tier law firms on Long Island. The ideal candidates will have 3-5 years of experience... ...in personal injury, commercial litigation, or estate administration. Responsibilities include supporting...Senior- LGBT Great in New York is hiring a Manager of the Dealer Services team. In this role, you will oversee client servicing support for intermediary partners and retail clients while managing operational aspects with external transfer agents. The ideal candidate should have...Senior
- A global leader in insurance and risk management is seeking a Senior Client Service Manager in New Jersey to oversee strategic client relationships and lead a talented team. The role involves managing complex accounts and mentoring new hires while ensuring compliance and...Senior
$111k - $186k
Ovative Group is seeking a Senior Account Manager in New York to lead media and marketing strategies across major client accounts. You'll develop impactful strategies aligned with client growth objectives, drive account performance, and guide cross-functional teams. The...Senior- A financial services firm in New York is seeking a Client Service Manager with over 5 years of relevant experience in the financial industry. The role involves leading a Client Service Team to ensure exceptional client experiences, collaborating with Wealth Managers, and...Senior
- Franklin Templeton Investments is seeking a Trust Counsel to join our team in New York. This role will involve collaborating with clients on estate planning, providing trust administration guidance, and contributing to business development efforts. The ideal candidate will...Senior
$60k - $80k
...Job Description Sucato Law Group, a leading firm specializing in estate planning and estate administration, is seeking a skilled Trust and Estate Paralegal to join our Bayonne, New Jersey... ...legal research and gather relevant client information. Communicate with clients...Work at officeFlexible hours$122.54k - $208.72k
City National Bank is seeking a Team Lead for Trust and Estate Administration in New York, NY. This role involves managing complex trust accounts, providing guidance to clients, and ensuring compliance with trust laws and regulations. Candidates should have at least 10...Senior- A boutique trust and estate law firm in Pennsylvania is seeking an experienced Associate Attorney to manage complex estate and trust matters... ...tax returns, providing legal analysis, and mentoring junior paralegals. The ideal candidate will have a J.D. and 3-6+ years of law...Senior
- A leading global financial institution is seeking a Settlement Officer VP in Wealth Management Solutions to oversee trust administration. This role encompasses managing trust settlements, engaging with clients, and ensuring compliance with fiduciary standards. Ideal candidates...Senior
- A leading legal recruitment firm is seeking an Experienced Trusts & Estates Attorney to handle complex estate administration for high-net-worth individuals. The ideal candidate... ...Estates Administration, with strong skills in client management and leadership. Key responsibilities...Senior
- A legal firm in New York, NY is seeking an experienced Estate Litigation Attorney. This role involves representing clients in estate litigation matters including will contests and trust disputes. The ideal candidate will provide legal advice on estate planning, draft and...Senior
- A leading recruitment firm is seeking an experienced Fiduciary Accountant in New York, NY. The ideal candidate will have 5-10 years of experience in an estate and trust environment, ideally within a law firm. Responsibilities include preparing estate tax returns, fiduciary...Senior
$120k - $140k
Epiq Systems, Inc is looking for a Sr. Project Manager of Client Services in New York, NY. The ideal candidate will manage key client relationships and project deliverables in a fast-paced electronic discovery environment. Responsibilities include client communication,...Senior$130k - $160k
Jobot is searching for a Permanent Trust and Estates Attorney to join their dynamic legal team in New York. The ideal candidate will have experience in providing legal counsel on complex trust and estate matters, including wills, trusts, and estate planning. This role offers...SeniorPermanent employmentFlexible hours- A global professional services firm is seeking a Services Manager for its Fiduciary/Trust & Estate Tax Administration Services in New York. The role involves managing client relationships, overseeing fiduciary account technical reviews, and ensuring operational efficiency...SeniorFlexible hours
- ...recruitment firm is seeking an experienced Fiduciary Accountant in New York, NY, preferably with 5-10 years of experience in an estate and trust environment. The ideal candidate will hold a bachelor’s degree in accounting or tax and be proficient in relevant software...Senior
$120k - $140k
Epiq Systems, Inc. is seeking a Sr. Project Manager of Client Services in New York to lead and manage client relationships through effective project management in the electronic discovery industry. This role requires strong leadership, excellent client relationship skills...Senior
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