Senior Paralegal Specialist – Private Wealth

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Job Description:

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

* 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

Job Requirements:

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