Trust and Estate Paralegal- 3519416 jobs in United States
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AMS Staffing Inc. ยท 1 day ago

Trust and Estate Paralegal- 3519416

AMS Staffing Inc. is seeking an experienced Trust and Estate Administration Paralegal to join their New Jersey, New York, or Boca Raton offices. The role involves managing all aspects of estate and trust administration, including preparing probate documents and coordinating asset distributions.

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Hiring Manager
Grant Price
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Responsibilities

Managing all aspects of estate and trust administration from inception through closing
Preparing and filing probate documents
Maintaining extensive communication with clients, financial planners, and accountants
Assisting with the preparation of federal and state estate tax returns and fiduciary accountings
Coordinating asset distributions and trust funding
Preparing and recording deeds and related documentation

Qualification

Estate tax softwareProbate proceduresMicrosoft WordMathematical aptitudeWritten communicationVerbal communicationAttention to detailOrganizational skillsTeam playerProactive work ethic

Required

5+ years of experience in Trust and Estate Administration
Comprehensive experience handling all phases of estate and trust administration, including probate matters
Familiarity with New Jersey, New York, and Florida probate procedures
Superior written and verbal communication skills
Strong mathematical aptitude and attention to detail
Highly organized with the ability to prioritize and manage multiple matters
Collaborative team player with a proactive work ethic
Strong working knowledge of estate tax software (ONESOURCE/Fast Tax preferred), HotDocs, and Microsoft Word

Preferred

A college degree and/or paralegal certificate

Benefits

AWESOME benefits!!!

Company

AMS Staffing Inc.

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๐Ÿค History & Mission: Founded in 2002, AMS Staffing is a nationwide staffing agency committed to building lasting relationships and providing tailored talent solutions.

Funding

Current Stage
Early Stage
Company data provided by crunchbase