Estate / Trust Administration Paralegal (Raleigh, NC)

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Position summary:

Are you passionate about helping families navigate some of life's most challenging moments with compassion and clarity? We’re currently looking to add an Estate / Trust Administration Paralegal: to our growing team—Our ideal candidate has at least two years of experience, strong organizational skills, and a genuine passion for client service and estate law.

Immediate Opening for a Estate / Trust Administration Paralegal: 

• Bachelor’s degree from four-year college/university, or paralegal certificate from ABA approved program preferred. 
• 2+ years’ experience as estate/trust administration paralegal or probate clerk preferred.
• Notary Public required (must be eligible to receive notary certificate if not already obtained).

Preferred Skills:

• Positive attitude and proactive personality with excellent interpersonal skills, including a desire to interact and maintain professionalism with clients, attorneys, staff, and other professionals

• Strong communication skills, including written and verbal, with impeccable spelling and grammar

• Friendly and professional telephone presence

• Meticulous attention to detail with high level of organization and the ability to multi-task, prioritize tasks, handle multiple projects simultaneously, and adapt quickly in a fast-paced environment

• Above-average computer skills, including proficiency with Microsoft Windows, Word, Excel, PowerPoint, and Outlook; Must be able to learn and operate the firm's other software applications (CLIO, Adobe Acrobat, Netdocuments, etc.) on an advanced level within a reasonable period; Typing skills of 80+ wpm

• Ability to work, problem solve, and find solutions independently and as part of a collaborative team

• Ability to follow established processes/systems, but also identify inefficiencies and suggest improvements

• Ability to sit and work on computer-based programs for up to the majority (80-90%) of the workday
  

Key Responsibilities include:

• Professional and friendly interaction with clients and other team members via phone, email and in person.
• Prepare electronic and written correspondence; Process incoming and outgoing mail and filings.
• Review trusts, wills, powers of attorney and other estate planning documents; Review and analyze financial statements, beneficiary forms, etc.
• Prepare and file probate forms, applications, inventories, accountings, renunciations, schedules, petitions and orders. 
• Prepare trust administration documents, obtain federal EINs, trust accountings, deeds, etc.
• Assist clients with gathering and managing assets, paying debts and creditors, preparing necessary financial forms, etc.
• Open, maintain and close client files (electronic and hard files); Create and maintain contacts and matters in practice management system; Document tasks and client interaction in practice management & billing systems. 
• Assist with estate planning clients and general office administrative duties as needed, including serving as witness and/or notary to document execution.
• Be dependable; maintain strict confidentiality; be punctual and meet deadlines.
• Work under direct attorney supervision as a team with a high level of communication and interdependence, but also take ownership of workflow and assigned projects and work independently to accomplish tasks in an efficient manner.

Compensation Includes:

• Competitive Salary based on experience

• Benefits include health, disability, life, dental, vision insurance (combination of firm-paid and pre-tax salary deduction), 401(k) with match, generous PTO policy, professional development and education allowance

For immediate consideration, please send your resume to info@venturehiregroup.com!