Job Details

ID #51725198
Estado California
Ciudad Sacramento
Full-time
Salario USD TBD TBD
Fuente California
Showed 2024-05-18
Fecha 2024-05-18
Fecha tope 2024-07-17
Categoría Legal/paralegal
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Aplica ya

Trust Administration Paralegal / Assistant

California, Sacramento, 94203 Sacramento USA
Aplica ya

We are on the lookout for a part-time, seasoned paralegal specializing in trust and estate administration to join our dynamic team. This role demands exceptional organizational skills and meticulous attention to detail due to the fast-paced nature of our office.

The perfect candidate will demonstrate profound empathy and a commitment to providing unparalleled service to our clients. We value professionalism and teamwork highly; thus, the ideal candidate will excel in a collaborative environment alongside attorneys, co-workers, and clients as well as their allied advisors such as accountants, financial planners.

Key Responsibilities:

- Manage all aspects of trust and probate administration.

- Engage with clients, trustees, and family members.

- Facilitate communication with beneficiaries.

- Craft correspondence and legal documents.

- Prepare deeds, asset spreadsheets, and probate pleadings.

- Review bank statements.

- Notarize documents.

- Maintain and organize client files efficiently.

Job Requirements:

- A minimum of 2 years (preferably 3-5 years) of robust experience in trust and estate assistant/paralegal roles.

- A Bachelor’s degree and a paralegal certificate or equivalent qualification.

- Highly proactive, dependable, and supremely organized.

- Strong mathematical and computer skills, including at least an intermediate proficiency in Word and Excel.

- Excellent problem-solving and analytical abilities.

- Superior proofreading skills with a talent for clear and concise communication.

If you are driven to excel in a collaborative and professional environment, we encourage you to apply for this exciting opportunity in trust and estate administration.

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