Description
Summary Description: Trusts and Estates Paralegal – supports attorneys throughout all legal processes. Areas of focus could include all aspects of administering estates, funding revocable and irrevocable trusts, preparing documents, and client case management. This position is expected to meet or exceed a billable hour model. This position is within the Corporate Services Group.
Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Assist attorneys in the drafting and reviewing of legal documents such as powers of attorney for financial matters and healthcare, last wills and testaments and trusts, and preparation probate pleadings
2. Maintain financial records of trusts, perform trust accountings, and audit accounts
3. Oversee all probate pleadings and filings and entering into a system to maintain key deadlines
4. Prepare and review gift tax returns and estate tax returns and review fiduciary income tax returns
5. Assist with revocable and irrevocable trust funding and administration
6. Serve as a key point of contact for clients, financial advisors and accountants
7. Conduct legal research relevant to regulatory requirements and court proceedings
Competencies:
- Decision Making – Makes decisions quickly and potentially with limited information; structures and coordinates personal and team priorities
- Communication – Shares information by using data and information to support an argument or point of view; keeps team informed about progress and problems; avoids surprises; and understands the appropriate level of confidentiality required
- Leadership – Gives positive and constructive feedback to peers; trains new employees; finds solutions to a problem; works autonomously; and is motivated to anticipate future business needs
- Continuous Learning – Identifies self-training needs and opportunities; positively accepts changes
- Teamwork – Actively participates in the team and can provide feedback and solutions; listens and responds constructively to others' concerns
- Alignment to Values - Consistently demonstrates the Firm's values and offers constructive feedback to team members regarding the values; strives to learn more and participate in diversity and inclusion efforts; demonstrates respect by understanding and providing support
Required Education: High school diploma or equivalent
Preferred Education: Associate’s degree in paralegal studies
Required Licenses and/or Certifications: Paralegal certificate or degree
Required Experience: 5+ years of Trust and Estate experience; skilled in Microsoft Office
Preferred Experience: Corporate and Real Estate experience; familiarity with tax and trust accounting software
Supervisory Responsibilities: Indirect
Physical Activity: The employee will be required to sit for prolonged periods and work on a computer.
Travel Required: 5%
Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.
EEO Statement: Armstrong Teasdale is an equal opportunity employer and will make all employment decisions without regard to race, color, religion, national origin, ancestry, age, sex, pregnancy, marital status, sexual orientation, gender identity, citizenship status, disability, veteran status or other protected status, in accordance with federal, state and local laws. At Armstrong Teasdale, we define diversity and inclusion broadly and focus on helping professionals of all races, religions, national origins, gender identities, ethnicities, sexual orientations and physical abilities feel a sense of belonging. Diversity and inclusion are core values of the firm, and we recognize the richness they bring to our workplace.
