T&E Paralegal-Private Wealth2

The NY role will focus on handling large estates. The targeted salary range is $190-210K, Exempt. This role will eventually grow into a supervisory responsibilities and path. There are 2 other paralegals in the group. Private Wealth Group.

The ideal candidate will have a minimum of 10 years’ experience as a Private Wealth Paralegal . The Senior Paralegal Specialist will be responsible for primarily servicing high-wealth, high-profile clients on multi-million dollar trusts & estates and probate matters. The successful candidate will be extremely empathetic and capable of offering the highest level of service to our clients and work well with attorneys, co-workers, clients and their advisors, such as accountants and financial planners. Additionally, the Senior Paralegal Specialist will manage junior paralegals including on-boarding, training, and staffing, assist with department matters from billing to business development and other special projects as the needs arise.

We are offering a highly competitive compensation package with exceptional benefits. If you are looking to work in a friendly, collaborative environment that affords unique opportunities to expand your professional development, this role is for you.

Responsibilities:

Meet with clients, trustees, and family members and communicate with beneficiaries

Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and probate pleadings

Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings

Prepare allocation of assets to beneficiaries and/or respective sub-trust

Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles

Ability to handle administration of decedent’s assets, problem solve on how to address and administer decedent’s assets re: title issues and other roadblocks

Correspondence with financial institutions to collect estate assets; work with appraisers for appraisal for real or personal property; obtain financial information on closely held corporations, partnerships, and sole proprietorships from accountants

Preparing and filing petitions and ongoing accountings and reports related to guardianship proceedings

Draft ancillary estate planning documents

Supervise and provide training and feedback to the other paralegals in the New York Private Wealth Group

Create and maintain effective working relationships with others to facilitate a positive work environment

Other projects as requested

Qualifications:

Minimum 10 years’ of experience as a Private Wealth Paralegal

College Degree and/or Paralegal Certificate required

Knowledge of probate and trust administration process and rules and use of appropriate forms

Proficiency in Microsoft Office Suite and Adobe Acrobat Pro

Ability to multi-task and work well under pressure and meet deadlines

Strong organizational skills, including the ability to work concurrently on a variety of matters, and manage time and expectations

Ability to work both independently and as part of a team

Strong attention to detail

Ability to communicate with individuals of all levels within the firm in a courteous and professional manner

Excellent judgment, strong accountability and proactiveness