Friedman Williams
Trust & Estate Administration Paralegal Philadelphia PA
Job ID: 20179
The Trust and Estate Administration Paralegal provides legal support for multiple attorneys in the Trusts and Estates Practice Group. The position reports to the supported attorneys, with a dotted line to the Director of Operations. This is a hybrid role that requires in off ice attendance three days per week.
ESSENTIAL FUNCTIONS:
- Drafting legal documents, managing financial records, communicating with clients and beneficiaries.
- Ensuring the smooth and accurate handling of complex legal matters related to probate.
- Administering estates including preparing inheritance and estate tax returns and estate and trust income tax returns, using estate administration software.
- Preparing estate and trust court accountings and related papers.
- Ensuring legal documents meet requirements of attorneys, clients, courts and taxing authorities.
- Preparing and filing necessary documents with probate court.
- Communicating and interacting with clients as well as with external constituencies, and governmental offices regarding estate administration.
- Maintaining open communication with attorneys and others who provide support to attorneys, both within the Firm and externally.
OTHER FUNCTIONS:
- Performs other duties as required by position.
- Takes part in training sessions as offered by the Firm and seeks education as needed in order to perform required tasks.
- Maintains online and paper files and prepares various reports as needed.
REQUIRED EXPERIENCE, LICENSES, CERTIFICATIONS, ABILITIES, OR KNOWLEDGE:
- Knowledge of Lackner, CCH ProSystems
- Proficiency in Excel.
- Must have 3+ years of estate administration experience in a law firm.
- Ability to communicate clearly, both orally and in writing.
- High level of proficiency in Microsoft Office applications including MS Word, Excel, and Outlook.
- Ability to prioritize and organize multiple tasks.
- Being responsive to attorneys and clients.
- Meeting deadlines.
- Attention to detail and accuracy.
- Ability to operate effectively under pressure.
- Understanding legal terminology.
- Problem solving.
- Ability to deal discreetly with confidential information.
MINIMUM EDUCATIONAL REQUIREMENTS:
- Bachelor’s degree or equivalent, Paralegal certificate.
WORKING ENVIRONMENT:
- Occasional overtime work may be required throughout the year.
- Works under frequent deadlines and time pressure.