FINITETEK INC · 14 hours ago
Trust & Probate Administration Paralegal
Glastonbury, CT
Full-time
Onsite
Entry, Mid Level
$55K/yr - $65K/yr
2+ years expFINITETEK INC is an experienced Estate Planning firm providing comprehensive services tailored to meet clients’ needs. They are seeking a Trust & Probate Administration Paralegal who will demonstrate strong interpersonal skills, resolve client issues, and provide excellent service while managing estate-related tasks.
Staffing & Recruiting
Hiring Manager
Camila Brooks
Responsibilities
Demonstrate a positive and professional collaborative team attitude in dealing with colleagues, clients, legal and financial professionals, and other parties
Have a “client-first “mindset with strong interpersonal and communication skills
Resolve complex and non-routine client issues and inquiries in a timely manner
Provide excellent client service
Must be able to review and understand bank statements and other financial documents
Be willing to listen, ask questions, learn, think, then act
MUST HAVE KNOWLEDGE OF READING FINANCIAL AND BROKERAGE reports and documents
Be self-motivated, self-aware, and capable of working independently
Communicate effectively orally and in writing
Be organized, focused, detail-oriented and an excellent proofreader
Be able to analyze information and deliver quality service to our clients
Can meet deadlines
Coordinate with outside vendors to collect data, account information and assets from various financial institutions
Prepare all estate property tax returns
Qualification
Required
Demonstrate a positive and professional collaborative team attitude in dealing with colleagues, clients, legal and financial professionals, and other parties
Have a 'client-first' mindset with strong interpersonal and communication skills
Resolve complex and non-routine client issues and inquiries in a timely manner
Provide excellent client service
Must be able to review and understand bank statements and other financial documents
Be willing to listen, ask questions, learn, think, then act
MUST HAVE KNOWLEDGE OF READING FINANCIAL AND BROKERAGE reports and documents
Be self-motivated, self-aware, and capable of working independently
Communicate effectively orally and in writing
Be organized, focused, detail-oriented and an excellent proofreader
Be able to analyze information and deliver quality service to our clients
Can meet deadlines
Coordinate with outside vendors to collect data, account information and assets from various financial institutions
Prepare all estate property tax returns
Must have 2-3 years' experience in Trust & Estate Planning
Microsoft Office: 2 years (Required)
Wills, trusts, & estate law: 2 years (Required)
Preferred
Covid vaccination preferred
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Free parking
Health insurance
Life insurance
Paid time off
Vision insurance
Company
FINITETEK INC
At FINITETEK INC, we’re more than a staffing and recruiting firm—we’re a trusted partner connecting exceptional talent with transformative opportunities.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase