Trust and Estates Paralegal
25 Main St Hackensack, NJ 07601 US
Job Description
Trust and Estate Administration Paralegal
Locations: New Jersey, New York, or Florida Offices
165k
Key Responsibilities:
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Manage all stages of estate and trust administration
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Handle probate filings and processes
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Maintain frequent communication with clients, financial advisors, and accountants
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Prepare federal and state estate tax returns, as well as fiduciary accountings
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Oversee the distribution of estate assets and the funding of trusts
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Perform deed preparation and related tasks
Qualifications:
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Exceptional communication and math skills
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Proficiency in estate tax software such as ONESOURCE/Fast Tax, along with HotDocs and Microsoft Word, is a strong plus
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Highly organized, able to manage multiple priorities, and work well in a collaborative team setting
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Excellent writing and verbal communication skills
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
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