Estate Administration Paralegal

Join Our Team in Palm Beach, FL: Seeking a Detail-Oriented Estate Administration Paralegal

This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $60,000 - $80,000 per year

A bit about us:

Are you passionate about assisting families in navigating the complexities of estate administration? Our esteemed legal team in Palm Beach, FL, is currently seeking a diligent and detail-oriented Estate Administration Paralegal to join our firm. As an integral member of our team, you will play a vital role in supporting attorneys in all aspects of estate administration, probate proceedings, and trust administration. This position is a mandatory 5 days per week onsite role.

Why join us?

• Competitive Compensation: We offer a competitive salary commensurate with experience, recognizing the valuable contributions of our Estate Administration Paralegals.
• Comprehensive Benefits Package: Our comprehensive benefits package includes health, dental, and vision insurance options, ensuring our employees and their families have access to quality healthcare.
• Retirement Savings Plan: Employees are eligible to participate in our retirement savings plan, helping them build a secure financial future.
• Paid Time Off: We understand the importance of work-life balance. Our employees enjoy generous paid time off, including vacation days, sick leave, and holidays.
• Professional Development Opportunities: We support the growth and advancement of our team members. Estate Administration Paralegals have access to ongoing training and professional development opportunities to enhance their skills and expertise.
• Supportive Work Environment: Join a collaborative and supportive work environment where teamwork is valued, and each team member is respected for their contributions.
• Employee Assistance Program: We provide access to an employee assistance program offering confidential counseling and support services to address personal and work-related challenges.
• Community Involvement: Engage in meaningful community involvement and participate in firm-sponsored volunteer opportunities to make a positive impact beyond the office walls.
• Career Growth Opportunities: We are committed to the professional growth and advancement of our employees. Estate Administration Paralegals have the opportunity to advance their careers within our firm through merit-based promotions and advancement opportunities.
• Employee Recognition: We recognize and celebrate the achievements and contributions of our employees through various recognition programs and initiatives.

Job Details

Key Responsibilities:

• Client Interaction: Serve as a primary point of contact for clients, providing compassionate and knowledgeable assistance throughout the estate administration process.
• Case Management: Manage and organize estate administration files, including drafting correspondence, maintaining calendars, and ensuring deadlines are met with precision.
• Document Preparation: Prepare and file legal documents related to probate, trust administration, and estate planning, ensuring accuracy and compliance with relevant laws and regulations.
• Asset Management: Assist in the identification, valuation, and distribution of estate assets, working closely with financial institutions, real estate professionals, and other parties as needed.
• Court Filings: File documents with the probate court, including petitions, inventories, and accountings, and coordinate with court personnel to facilitate smooth proceedings.
• Research and Analysis: Conduct legal research on estate planning and probate matters, staying abreast of changes in laws and regulations that may impact client cases.
• Team Collaboration: Collaborate effectively with attorneys and other paralegals, providing support as needed to ensure efficient case progression and client satisfaction.
• Confidentiality: Maintain strict confidentiality regarding sensitive client information and uphold ethical standards in all aspects of job performance.

Qualifications:

• Bachelor's degree or Paralegal Certificate from an ABA-approved program preferred.
• Prior experience in estate administration, probate, or trust administration strongly preferred.
• Proficiency in Microsoft Office Suite and legal case management software.
• Exceptional organizational skills and attention to detail.
• Strong communication and interpersonal skills, with the ability to interact professionally with clients and colleagues.
• Ability to work independently, manage multiple tasks simultaneously, and thrive in a fast-paced environment.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.