Paralegal, Trusts & Estates

Ballard Spahr LLP • Philadelphia, PA

1d • Onsite

About The Position

Under the supervision of a Business and Transactions lawyer, a Trust and Estates Paralegal will assist more senior paralegals administer complex estates and trusts, independently administer estates and trusts and post account information to a fiduciary accounting program. As a Trusts and Estates Paralegal within our Private Client Services team, you will maintain financial records for use in fiduciary accounting and tax preparation, prepare fiduciary accountings, prepare probate documents and related papers, identify, gather and arrange valuation of decedent’s assets and perform tasks required to administer estates from probate through final settlement, and have frequent interaction with clients and their advisors.

Requirements

• Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.
• Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving.
• Communication: Strong verbal and written communication abilities.
• A bachelor’s degree and/or paralegal certificate preferred, and previous relevant experience in Trust and Estates.
• Experience with accounting and tax preparation software such as OneSource/Zane, GEMs, or ProSystem fx, and proficiency with Outlook, Word, and Excel.

Responsibilities

• Maintain financial records for use in fiduciary accounting and tax preparation.
• Prepare fiduciary accountings.
• Prepare probate documents and related papers.
• Identify, gather and arrange valuation of decedent’s assets and perform tasks required to administer estates from probate through final settlement.
• Have frequent interaction with clients and their advisors.

Benefits

• Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.
• Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.
• Excellent benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level