Junior Paralegal - Private Wealth Services

Greenberg Traurig • Austin, TX

1d • Hybrid

About The Position

Greenberg Traurig (GT), a global law firm, is seeking a highly skilled Junior Paralegal for its Private Wealth Services Team in the Austin office. This role offers a hybrid schedule with one day work from home. The Junior Paralegal will provide organizational and practice-specific assistance to attorneys and senior paralegals in estate planning, trust administration, and estate administration matters. The position focuses on developing core paralegal skills, including document preparation, organizing estate planning and entity documents, and assisting with administrative tasks. The ideal candidate is detail-oriented, learns quickly in a fast-paced environment, performs in an organized and efficient manner, is willing to support the department with general administrative duties and special projects, and possesses excellent communication skills. This is a proactive, team-oriented role requiring the ability to perform routine tasks with growing independence.

Requirements

• Bachelor’s Degree preferred; Paralegal Certificate is a plus but not required.
• 0–2 years of experience in a law firm or professional office setting (internships or part-time legal experience welcomed).
• Demonstrated interest in estate planning, probate, or private wealth services is preferred.
• Willingness to take direction and gradually assume more responsibilities with experience.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Exceptional computer skills, with a proven ability to quickly learn new software applications, including AI-based platforms.
• Strong attention to detail.
• Ability to learn quickly in a fast-paced environment.
• Organized and efficient manner.
• Willingness to support the department with general administrative duties and special projects as needed.
• Excellent communication skills (verbally and orally).
• Proactive, team-oriented individual.
• Ability to perform routine tasks with growing independence.
• Team player with a positive attitude.
• Able to maintain a consistently high standard of service and wants to grow within a collaborative team environment.
• Demonstrated attention to detail, organization, reliability, and ability to learn new technology quickly.
• Ability to follow instructions, learn quickly, and manage/track multiple matters or tasks simultaneously in an organized manner under supervision while understanding how individual tasks contribute to broader organizational objectives.
• Excellent written and verbal communication skills.
• Communicate professionally and interact effectively with all levels of personnel, including management staff and support staff.
• Flexibility and able to respond quickly and positively to shifting demands.
• Ability to work under pressure to meet strict deadlines.
• Ability to maintain strict confidentiality when handling sensitive client and financial information.
• Maintain timely and accurate timekeeping records.

Nice To Haves

• Paralegal Certificate is a plus but not required.
• Demonstrated interest in estate planning, probate, or private wealth services is preferred.

Responsibilities

• Coordinate and manage multiple estate planning matters for attorneys and senior paralegals to ensure deadlines are met.
• Assist with drafting estate planning and trust documents such as powers of attorneys, simple wills, trust resolutions, withdrawal notices, and correspondence.
• Prepare charts depicting estate plans or asset structures.
• Redline and proofread documents; assist with conforming party names and terms in agreements and other documents.
• Assist in gathering and organizing asset and entity information, including requesting documents and organizing same.
• Organize, index, and assemble pdf bookmarked notebooks of estate planning and entity documents and maintain same for various clients.
• Prepare petitions and other filings for probate and trust-related documents with applicable courts and manage dockets.
• Marshal and obtain values of estate and trust assets.
• Assist in the preparation of federal estate and gift tax returns.
• Draft and file documents to transfer assets into trusts (real estate deeds, assignment of interests, transfer forms).
• Perform quality control review of documents to be provided to clients.
• Coordinate with financial institutions on routine account updates and document requests under direction.
• Assist attorneys and senior paralegals with general administrative tasks and special projects as needed.
• Coordinate with financial institutions to retitle accounts and beneficiary designations.
• Track and calendar client and filing deadlines.
• Assist with other department activities as needed, and perform additional duties and responsibilities as assigned.
• Develop familiarity with probate procedures, trust administration processes, and estate planning concepts through hands-on training.
• Participate in team meetings, training sessions, and knowledge-building opportunities offered within the Private Wealth group.

Benefits

• Competitive compensation
• Excellent benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees