Trust & Estates Paralegal jobs in United States
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Donohue, O'Connell & Riley PLLC · 2 days ago

Trust & Estates Paralegal

Donohue, O'Connell & Riley PLLC is a regional boutique law firm specializing in tax, trusts, estates, and elder law. They are seeking an experienced Paralegal to manage client workflow processes and assist with various tasks related to trusts and estates administration.

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H1B Sponsor Likelynote
Hiring Manager
Cy Alphonse, MBA
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Responsibilities

Responsible for client workflow process
Document drafting, editing, proof-reading, finalizing court filings
Uploading court filings
Correspondence with clients and business colleagues
Administration of trusts and estates at various lifecycle stages
Interfacing with outside accountants to assist with tax preparation and filing
Scanning and filing of electronic and paper-based documents in cloud storage
Supporting attorneys with calendar management and meeting arrangements
Participating in client document execution and ceremonies
Maintaining a proactive role in implementing firm-wide best practices

Qualification

MS Office 365CLIO softwareNotary licenseLegal experienceAttention to detailWritten communicationVerbal communicationProblem-solvingOrganizational skills

Required

Comfortable in a fast-paced environment with multiple tasks and projects at hand
Able to organize and manage large amounts of files, tasks, schedules, and confidential information
Proficiency with MS Office 365, especially Outlook, Word and Excel. We will train on our cloud-based time-tracking & billing software (CLIO)
Driven, self-directed and able to work without supervision to meet deadlines
Resourceful problem-solver with a strong attention to detail
Excellent written and verbal communication skills; numerate and literate

Preferred

Experience working in a legal setting
Experience in a Mac office environment is a plus
Notary license also a plus

Benefits

4 weeks paid time
401K with 3% match
Company-sponsored healthcare insurance

Company

Donohue, O'Connell & Riley PLLC

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The Donohue, O’Connell & Riley team serves as tax, estate planning and elder law counsel to over 5,000 businesses and individuals, advising them on how to save taxes and structure their affairs to preserve their legacy and ensure a smooth transition of their hard-earned wealth between generations.

H1B Sponsorship

Donohue, O'Connell & Riley PLLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Early Stage
Company data provided by crunchbase