75 Estate Administration jobs in the United States

Paralegal- Estate Administration

11550 South Hempstead, New York Jobot

Posted 7 days ago

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Job Description

A bit about us:

Growing Premier Law Firm in NY is looking for add an Estate Administration Paralegal to their team to their Long Island office.

Why join us?

  • Full Benefits
  • Develop staff within
  • Senior potential
  • Quick hire and interview process
If you would like more details about this position please email a confidential resume to

Job Details
  • min 4 years of experience
  • must be fully capable of administering an estate / or trust from its inception
  • be proficient in preparing and filing court docs including probate, administration, accounting petitions, prep and filing of estate and gift tax returns.
  • ideal candidate will have the confidence to work independently and possess strong problem solving and analytical skills

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Paralegal - Trust & Estate Administration

Miami, Florida MBC Talent Connections

Posted today

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Job Description

We are seeking a Trust & Estates Administration Paralegal with 5+ years experience to join our growing team. The ideal candidate will bring expertise in organizational and practice specific support. If you are highly professional, detail-oriented with strong organizational skills we would like to speak with you.

Salary: $76k-$162k depending on experience.

Responsibilities:

  • Extensive communication with clients, financial, planners, and accountants.
  • Preparation of federal and state estate tax returns and fiduciary accounting's.
  • Distribution of estate assets and trust funding, deed work and etc.

Requirements:

  • Superior communication and mathematical skills.
  • Strong working knowledge of estate tax software (ONE SOURCE/Fast Tax), Hot Docs and Microsoft Word a plus.
  • Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
  • College degree and/or paralegal certificate and 5+ years of experience required.

Benefits:

  • Competitive Salary.
  • Comprehensive benefits package.
  • PTO.
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Manager of Real Estate Administration

17124 Harrisburg, Pennsylvania Ollie's Bargain Outlet, Inc.

Posted today

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Job Description

Join our team and live the Ollie-tude!: (Ollie's Core Values)

  • BE A TEAM PLAYER - Associates are expected to be supportive and work together.
  • BE CARING - How do I treat others with courtesy, dignity, and respect?
  • BE VALUE OBSESSED - Live the "good stuff cheap" mindset.
  • BE COMMITTED - Operate with grit, passion, tenacity, and action.
  • BE GROWING - How do we get better every day?
  • BE REAL - Associates should be honest, transparent, genuine, trustworthy, and sincere.
Competitive Benefits
  • Medical, Dental, Vision, and RX coverage begins Day 2 of employment
  • 401K, Company match begins at Associate enrollment
  • Strong career growth & talent development culture
  • 20% Associate discount on all Ollie's purchases
  • Vast array of voluntary benefits
Position Overview:

Ollie's Manager of Real Estate Administration balances between managing crucial real estate and construction data platforms, coordinating the interaction of key contributors (Real Estate, Construction, Finance, Legal, Stores and Lease Administration) and providing analytical support to Real Estate Directors. The position monitors real estate transactions, construction projects, and time-/financial- critical aspects of lease administration. The position assists Lease Administration with, among other things, landlord communications, and resolution of alleged defaults.

Primary Responsibilities:
  • Monitor daily correspondence with landlords.
  • Review lease abstracts completed by third party team members to ensure accuracy and completeness.
  • Receive default notices, estoppel requests, and SNDA requests and usher these to resolution.
  • Oversee data entry, validation, and management of lease documents provided by third parties to ensure completeness and accuracy.
  • Monitor rent variance analysis and supervise rent payment processing provided by third party.
  • Oversee CAM, RE Tax and Insurance invoice reconciliation and resolve billing discrepancies, identifying potential savings.
  • Set up newly approved stores in Real Estate, Lease Administration, and Construction platforms.
  • Partner with Construction Project Managers to submit requests for tenant allowances, then pursue payment.
  • Implement and oversee reminder systems for critical lease portfolio deadlines and maintain renewal schedule for stores.
  • Ensure accurate reporting and reconciliation, while fostering strong relationships across teams and stakeholders.
  • Collaborate closely with outsourced service providers to ensure aligned objectives and performance.
  • Drive process improvements and efficiencies across lease administration operations.
  • Ensure data integrity and accurate record-keeping.
  • Complete any additional responsibilities and/or duties as assigned.
  • Monitor adherence to all Ollie's procedures, policies, and controls.
  • Escalate critical issues to SVP RE/C and provide both timely and regular updates on workflow.
Qualifications:
  • Bachelor's degree in real estate or accounting is preferred. Paralegal certification a plus.
  • 3+ years prior real estate experience with a retailer or shopping center owner is preferred.
  • Solid understanding of lease terminology.
  • Strong computer skills to include AMT, Leasecake or other lease administration software, Microsoft Outlook, Excel (intermediate level) Word and Adobe. Familiarity with GIS and Construction Management software is a plus.
  • Accuracy and attention to detail.
  • Solid time management with ability to prioritize and successfully balance multiple tasks and requests.
  • Ability to engage and interact across all levels of an organization.
Physical Requirements:
  • Ability to sit for an extended period of time at a desk.
  • Ability to work on a computer for extended period of time.
  • Ability to see, hear, and speak regularly.
  • Ability to grip, reach, and pinch with arms and hands frequently.
  • Ability to bend and twist occasionally.

Ollie's is an equal opportunity employer. In compliance with Federal and State Equal Opportunity Laws, qualified applicants are considered for all positions applied for without regard to race, color, religion, sex, sexual orientation and identity, national origin, age, veteran's status, disability, or any other legally protected status.

#C1EX

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Manager of Real Estate Administration

20724 Maryland City, Maryland Ollie's Bargain Outlet, Inc.

Posted today

Job Viewed

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Job Description

Manager of Real Estate Administration

Join our team and live the Ollie-tude! (Ollie's Core Values)

  • BE A TEAM PLAYER - Associates are expected to be supportive and work together.
  • BE CARING - How do I treat others with courtesy, dignity, and respect?
  • BE VALUE OBSESSED - Live the "good stuff cheap" mindset.
  • BE COMMITTED - Operate with grit, passion, tenacity, and action.
  • BE GROWING - How do we get better every day?
  • BE REAL - Associates should be honest, transparent, genuine, trustworthy, and sincere.

Competitive Benefits

  • Medical, Dental, Vision, and RX coverage begins Day 2 of employment
  • 401K, Company match begins at Associate enrollment
  • Strong career growth & talent development culture
  • 20% Associate discount on all Ollie's purchases
  • Vast array of voluntary benefits

Position Overview:

Ollie's Manager of Real Estate Administration balances between managing crucial real estate and construction data platforms, coordinating the interaction of key contributors (Real Estate, Construction, Finance, Legal, Stores and Lease Administration) and providing analytical support to Real Estate Directors. The position monitors real estate transactions, construction projects, and time-/financial- critical aspects of lease administration. The position assists Lease Administration with, among other things, landlord communications, and resolution of alleged defaults.

Primary Responsibilities:

  • Monitor daily correspondence with landlords.
  • Review lease abstracts completed by third party team members to ensure accuracy and completeness.
  • Receive default notices, estoppel requests, and SNDA requests and usher these to resolution.
  • Oversee data entry, validation, and management of lease documents provided by third parties to ensure completeness and accuracy.
  • Monitor rent variance analysis and supervise rent payment processing provided by third party.
  • Oversee CAM, RE Tax and Insurance invoice reconciliation and resolve billing discrepancies, identifying potential savings.
  • Set up newly approved stores in Real Estate, Lease Administration, and Construction platforms.
  • Partner with Construction Project Managers to submit requests for tenant allowances, then pursue payment.
  • Implement and oversee reminder systems for critical lease portfolio deadlines and maintain renewal schedule for stores.
  • Ensure accurate reporting and reconciliation, while fostering strong relationships across teams and stakeholders.
  • Collaborate closely with outsourced service providers to ensure aligned objectives and performance.
  • Drive process improvements and efficiencies across lease administration operations.
  • Ensure data integrity and accurate record-keeping.
  • Complete any additional responsibilities and/or duties as assigned.
  • Monitor adherence to all Ollie's procedures, policies, and controls.
  • Escalate critical issues to SVP RE/C and provide both timely and regular updates on workflow.

Qualifications:

  • Bachelor's degree in real estate or accounting is preferred. Paralegal certification a plus.
  • 3+ years prior real estate experience with a retailer or shopping center owner is preferred.
  • Solid understanding of lease terminology.
  • Strong computer skills to include AMT, Leasecake or other lease administration software, Microsoft Outlook, Excel (intermediate level) Word and Adobe. Familiarity with GIS and Construction Management software is a plus.
  • Accuracy and attention to detail.
  • Solid time management with ability to prioritize and successfully balance multiple tasks and requests.
  • Ability to engage and interact across all levels of an organization.

Physical Requirements:

  • Ability to sit for an extended period of time at a desk.
  • Ability to work on a computer for extended period of time.
  • Ability to see, hear, and speak regularly.
  • Ability to grip, reach, and pinch with arms and hands frequently.
  • Ability to bend and twist occasionally.

Ollie's is an equal opportunity employer. In compliance with Federal and State Equal Opportunity Laws, qualified applicants are considered for all positions applied for without regard to race, color, religion, sex, sexual orientation and identity, national origin, age, veteran's status, disability, or any other legally protected status.

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Real Estate Administration Specialist - Harrisburg, PA

17124 Harrisburg, Pennsylvania Mid Penn Bancorp

Posted 21 days ago

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Job Description

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Real Estate Administration Specialist in Harrisburg, PA.

We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.

Position Overview

The Real Estate Administration Specialist is responsible for performing a variety of administrative duties to support the real estate administration function by assisting in the construction monitoring and funding process for residential and/or commercial loans, aiding in the ordering and reviewing of residential property appraisals for commercial loans, and aiding in the ordering of environmental reports. In addition, this individual will review appraisals for commercial loans to ensure compliance with regulatory requirements, the Company's loan policies, and professional appraisal standards.

Essential Duties and Responsibilities
  • Focuses on commercial & residential construction tasks.
  • Prepares loan advances and corresponding credits for construction loan draws.
  • Monitors commercial and residential construction projects; signs-off on draw requests; tracks budgets and project completion status; processes inspection invoices.
  • Ensures appraisals comply with FIRREA and other regulatory requirements, as well as the Company's loan policies and professional appraisal standards.
  • Maintains approved appraiser files and approved appraiser list.
  • Prepares lot release quote letters and subdivision status reports.
  • Assists in the ordering of appraisals for commercial loans; provides administrative support by maintaining logs, tracking the receipt of appraisals, and monitors the timing requirements for review of submitted appraisal reports.
  • Reviews appraisals for commercial loans to ensure they meet regulatory guidelines and technical soundness.
  • Completes and reviews internal real estate evaluations as needed.
  • Prepares memos, various reports and letters, and performs other administrative duties for the Real Estate Administration Manager as assigned.
  • Provides backup for other areas of the department as needed.
  • Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
  • Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
  • Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy.
Education & Qualifications
  • A B.S. or B.A. degree in a related field normally required; or equivalent credit / lending experience.
  • A minimum of two (2) year's related experience normally required.
  • Construction Administration experience preferred.

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communication skills; moderate computer skills, including working knowledge of Windows, Microsoft Word, Excel, and email; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills.

Benefits

Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.

In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.

EEO Statement

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.

Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
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Team Lead Trust and Estate Administration

89102 Las Vegas, Nevada City National Bank

Posted 14 days ago

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Job Description

*TEAM LEAD TRUST AND ESTATE ADMINISTRATION*
WHAT IS THE OPPORTUNITY?
Responsible for managing and directing all trust activities (e.g. conservatorships, testamentary/intervivos trust, estates, revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices consistent with the division's objectives. Handle trust accounts of special significance, especially those of a more delicate or complex nature. Ensure that the administration of trusts is in accordance with applicable laws and regulations and the stipulations of the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team of Trust Officers. Typically have ten or more years of experience. Administers own full book of accounts.
WHAT WILL YOU DO?
* Manage/handle the largest and most complex trust accounts. Confer with clients, administrators, co-trustees, beneficiaries and attorneys regarding the establishment, administration and operation of a trust.
* Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine duties and responsibilities of the company.
* Approve, maintain and negotiate as necessary desirable fee schedules and charges for trust and investment services.
* Ensure all tax liabilities and obligations of accounts are met.
* Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion. Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines and policies.
* Establish client specific investment strategy in conformance with CNB guidelines and policy.
* Assure that trust policies, programs and procedures coincide with division and bank objectives
* Stay abreast of new developments pertaining to trust regulation, market strategies and
* competitive positioning.
* Interface with executive and senior level management within the Bank as well as private
* bankers, team leaders on trust
* and investment management sales related issues, processes and activities.
* Develop and retain personal trust and investment management business by maintaining professional and community contacts.
* Assist in the development of new relationships through internal sources, from referrals,
* and through personal community involvement. Help create opportunities to develop and
* promote ideas to win new business and cross sell to existing clients.
* Establish and attend sales calls with clients and prospects.
* Ensure that relationship plans have been created and are implemented.
* Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration of trust accounts and maintains appropriate workloads for trust account administrators.
* Conducts performance appraisals.
* Make hiring, terminations and employee related decisions.
* Effectively coaches to ensure sound sales approaches are being exercised, proper account administration is being followed
* Develop and motivate staff
* Ensure that account terminations and distributions comply with terms of the governing document
* Follow appropriate Reg. 9 process and other bank policies and procedures
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 10 plus years in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts.
* Trust Certification (CTFA) is required
*Additional Qualifications*
* Must possess comprehensive knowledge of personal trust laws and regulations, state tax laws, income taxation with respect to trust investment management principles.
* Trust Certification (CTFA) is desired.
* Proficient with Microsoft Office (Word, Excel & PowerPoint).
* Must possess demonstrated management skills and excellent verbal and written communications skills sufficient to interact with all levels of Bank Personnel and clients.
* Minimum years of experience in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts required
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
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Paralegal Probate Administration Estate Planning

11553 Uniondale, New York Trandon Associates

Posted 2 days ago

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Job Description

Job Description

Job Description

Full Service Law Firm seeking a Paralegal to join their team!

QUALIFICATIONS:

  • 2+ years experience as a legal assistant or paralegal
  • Experience with insurance defense or related highly preferred
  • Computer saavy
  • FULLY IN OFFICE
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About the latest Estate administration Jobs in United States !

Attorney | Estate Planning & Trust Administration | Hybrid |

92659 Newport Beach, California ZipRecruiter

Posted 7 days ago

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Job Description

Job DescriptionJob Description

My client is a distinguished AV-rated law firm based in Newport Beach, CA , that represents international and closely held businesses across a variety of industries. Their practice areas include real estate, corporate transactions, labor & employment, trusts and estates, and comprehensive litigation services . My client has an excellent culture, paid professional development opportunities, and a robust bonus structure.

They are seeking an experienced Estate Planning & Trust Administration Attorney to join their Newport Beach office. If you are seeking an excellent firm to call home, please apply!

Highlights:

  • Hybrid flexibility and a low billable requirement
  • Robust quarterly bonuses
  • Excellent firm culture
  • Professional development, including a partnership track
  • Collaborative, collegial environment

Key Responsibilities:

  • Meet with clients to understand their personal, financial, and family circumstances, goals, and concerns.
  • Prepare wills, trusts (revocable and irrevocable), powers of attorney, advance healthcare directives, and related documents.
  • Advise on strategies to minimize estate, gift, -skipping transfer (GST), and income taxes.
  • Assist with the orderly transition of family-owned or closely held businesses.
  • Establish charitable trusts, foundations, or donor-advised funds for philanthropic goals.
  • Represent executors in court proceedings to validate wills, inventory assets, notify creditors, and distribute assets.
  • Guide trustees through the legal and fiduciary obligations of managing and distributing trust assets.
  • Work with appraisers and financial institutions to value and transfer estate assets to beneficiaries.

Benefits:

  • Medical, dental, & vision
  • PTO, sick time, & paid holidays
  • 401 (k) with matching
  • Partnership Track
  • Travel Reimbursement
  • Paid CLEs and Bar Dues
  • Professional Development

Salary Range : $165,000 - $190,000

Reference: 147442

#ZR #IND1

Company DescriptionMission Recruiting is a dynamic full-service, corporate recruiting company working with a diverse array of clients and candidates. We represent legal, healthcare and leadership opportunities. We provide the best recruiting experience for our clients, our candidates and our team members.Company DescriptionMission Recruiting is a dynamic full-service, corporate recruiting company working with a diverse array of clients and candidates. We represent legal, healthcare and leadership opportunities. We provide the best recruiting experience for our clients, our candidates and our team members.

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Attorney | Estate Planning & Trust Administration | Hybrid |

92659 Newport Beach, California Mission Recruiting, LLC

Posted 9 days ago

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Job Description

Job Description Job Description My client is a distinguished AV-rated law firm based in Newport Beach, CA , that represents international and closely held businesses across a variety of industries. Their practice areas include real estate, corporate transactions, labor & employment, trusts and estates, and comprehensive litigation services . My client has an excellent culture, paid professional development opportunities, and a robust bonus structure. They are seeking an experienced Estate Planning & Trust Administration Attorney to join their Newport Beach office. If you are seeking an excellent firm to call home, please apply! Highlights: Hybrid flexibility and a low billable requirement Robust quarterly bonuses Excellent firm culture Professional development, including a partnership track Collaborative, collegial environment Key Responsibilities: Meet with clients to understand their personal, financial, and family circumstances, goals, and concerns. Prepare wills, trusts (revocable and irrevocable), powers of attorney, advance healthcare directives, and related documents. Advise on strategies to minimize estate, gift, generation-skipping transfer (GST), and income taxes. Assist with the orderly transition of family-owned or closely held businesses. Establish charitable trusts, foundations, or donor-advised funds for philanthropic goals. Represent executors in court proceedings to validate wills, inventory assets, notify creditors, and distribute assets. Guide trustees through the legal and fiduciary obligations of managing and distributing trust assets. Work with appraisers and financial institutions to value and transfer estate assets to beneficiaries. Benefits: Medical, dental, & vision PTO, sick time, & paid holidays 401 (k) with matching Partnership Track Travel Reimbursement Paid CLEs and Bar Dues Professional Development Salary Range : $165,000 - $190,000 Reference: 147442 ZR IND1 Company Description Mission Recruiting is a dynamic full-service, corporate recruiting company working with a diverse array of clients and candidates. We represent legal, healthcare and leadership opportunities. We provide the best recruiting experience for our clients, our candidates and our team members. Company Description Mission Recruiting is a dynamic full-service, corporate recruiting company working with a diverse array of clients and candidates. We represent legal, healthcare and leadership opportunities. We provide the best recruiting experience for our clients, our candidates and our team members.

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Paralegal Estate Trust Administration

23187 Williamsburg, Virginia CTR

Posted 5 days ago

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Job Description

Job Description

Job Description

CTR Group is seeking a Paralegal with Estate & Trust Administration experience for a Law Firm in the Williamsburg, VA area. A Direct-Hire position and great career opportunity!

PAY RANGE: upper $40K - mid $60K, negotiable depending on experience.

Offered Generous Benefits: Paid Time Off, Paid Holidays, 401K, Profit Sharing, Health Insurance, Dental Insurance, Long/Short Term Disability.

SUMMARY:

The successful candidate will work under the Trust and Estate Paralegal for training and assisting with daily tasks and management of files and will ultimately become the department manager. The duties will include:

  • Assist with the preparation and filing of inventories and accountings.
  • Draft correspondence, real estate deeds, business transfer documents, certificates of trust, pleadings pertaining to estate and trust administration, and all other documents related to probate and trust administration matters.
  • Assist clients with trust funding issues and draft funding transfer documents as necessary under supervision of attorney.
  • Maintain Firm templates; work closely with Firm Attorneys, Commissioners of Accounts and their auditors, and court clerks as needed.
  • Monitor suspense dates.
  • Respond to general client inquiries regarding non-legal matters.
  • Serve as liaison between client and attorney; maintain assigned client files; and perform legal research as assigned.
  • Work with the Firm’s estate planning paralegals on drafting estate planning and other documents and help with general office administration as necessary.

REQUIREMENTS:

  • A minimum of 2 years’ experience in Trust and Estate Administration.
  • The perfect candidate must be well organized and be able to handle important deadlines.

CTR Group has been a leader in its industry for over 30 years and is rated highly on Google, Indeed and Facebook for being a great company to work for. If you enjoy being a part of a great team, apply today and check out our website for more information.

CTR Group is an equal employment opportunity employer. Candidates are selected based on qualifications and defined requirements of the job, not on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin or any other protected status. Further, CTR Group encourages United States' Veterans and persons with disabilities to apply for positions for which they are qualified.

Company Description

CTR group is a full-service employment & recruiting firm, matching the strengths and skills of thousands of candidates with employers.

Company Description

CTR group is a full-service employment & recruiting firm, matching the strengths and skills of thousands of candidates with employers.

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