T&E Junior Paralegal

Job Description:

. The successful incumbent will:

· work closely with other team members on behalf of 3000+ clients.

· collaborate with and mutually support other team members and other T&E professionals.

· have genuine empathy for clients.

· be flexible, responsive and communicative.

· juggle various tasks simultaneously, efficiently and accurately.

· have excellent attention to detail.

· be confident and professional.

· be a highly motivated team player.

· be eager to learn and share their own knowledge and experience.

· want to be part of a collaborative team.

· enjoy working with internal / external clients that they support.

· positively contribute to the professional and collegial environment in which they work.

· strive to develop their professional skills and advance their own career.

· foster an inclusive and diverse environment in which unique characteristics are valued.

Duties / Responsibilities:

· Gatekeeper between team and voluminous client base / governmental agencies.

· Liaise with trustees, family members and beneficiaries.

· Routinely correspond with clients via telephone, email and facsimile.

· Keep privileged documents and records secure.

· Provide only accurate information to clients in a timely manner.

· Consistently, immediately and thoroughly document communications with clients.

· Update contact information for clients.

· Prepare applications and forms accurately, Able to QC same.

· Intense data entry using large excel files.

· Conduct research to find critical missing data.

· Able to creatively problem-solve.

· Collect information necessary to complete reporting and filing requirements.

· Record billable time daily.

Job Requirements:

Qualifications / Experience:

· two to four years’ experience in Trusts & Estates

· Bi-Lingual in Spanish desired.

· Notary Public or willingness to quickly become a Notary Public

· Strong written and verbal communication skills

· Strong references

Skills:

· Proficient in MS Office Suite; Strong Excel skills required.

· Experience in Adobe Reader (combining / assembling documents)

· Be detail-oriented, organized and attentive

· Manage deadlines.

· Be efficient and reliable

· Possess a “can do” attitude and maintain a positive team player mentality

· Able to deliver a high standard of customer service in a fast-paced environment

· Able to communicate effectively with attorneys, staff, and team members regarding commitments, deadlines, challenges, requests, etc.

· Able to prioritize and handle multiple tasks simultaneously

· Able to work independently with minimal direct supervision

· Willing and able to learn new skills