Private Wealth Services Paralegal jobs in United States
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LHH · 18 hours ago

Private Wealth Services Paralegal

LHH is seeking a detail-oriented Private Wealth Services Paralegal to join our clients team. This role involves supporting attorneys in estate administration and drafting estate planning instruments.

Human Resources
Hiring Manager
Taylor Nikola
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Responsibilities

Assist attorneys with probate and post-death trust administration
Prepare probate pleadings and trust administration documents
File probate documents with courts throughout Florida and manage dockets
Marshal and obtain values of estate assets
Assist in preparing federal estate and occasional gift tax returns
Support special projects and high-level paralegal work as needed

Qualification

Estate administrationTrust administrationEstateGift tax preparationParalegal certificateMicrosoft WordMicrosoft ExcelMicrosoft OutlookOrganizational skillsAttention to detailCommunication skills

Required

Bachelor's degree required
Minimum of 5 years' experience in a medium to large law firm
Ability to independently handle all aspects of estate and trust administration with attorney oversight
Strong organizational skills, attention to detail, and ability to manage multiple priorities under pressure
Excellent verbal and written communication skills
Proficiency in Microsoft Word, Excel, and Outlook

Preferred

Paralegal certificate preferred
Experience in estate and gift tax preparation preferred

Company

At LHH, we believe work should be meaningful, fulfilling, and connected.

Funding

Current Stage
Late Stage

Leadership Team

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Dave Hilbig
President & CEO, OCM-LHH Utah, Wyoming
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Ted Diven, MBA
CEO - OCM / Lee Hecht Harrison (ID, MT, NV)
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