Paralegal Jobs in Dc

About The Position

Requirements

• Relevant work experience of up to 3 years as a paralegal, accountant, bookkeeper, or finance manager, or an equivalent combination of training and experience.
• High proficiency with Excel, Outlook, Word, PowerPoint, and Microsoft Teams.
• Demonstrated ability to maintain confidentiality when handling sensitive information.
• Strong attention to detail and ability to work independently and in a team environment.
• Ability to prioritize tasks, organize workflow, and use time efficiently.
• Ability to perform at a high level in a fast-paced, changing environment.
• Strong interpersonal communication skills for effective relationships with attorneys, staff, and external contacts in person, by email, and by telephone.

Nice To Haves

• Bachelor’s degree in Accounting or Finance Management preferred.
• Information technology background is a plus.

Responsibilities

• Manage onboarding of new clients into Addepar, complete letters of authorization, and coordinate with financial institutions.
• Reconcile and produce net worth statements for attorney review.
• Maintain estate-planning calculations in Addepar in coordination with attorneys.
• Coordinate interactions between clients and advisors to gather onboarding data.
• Collect background documents, build net worth statements, and prepare files for attorneys.
• Prepare closing letters and beneficiary forms, and coordinate account retitling.
• Handle complex probate, trust, and estate administration.
• Prepare Crummey notices and letters of instruction for irrevocable trusts and insurance matters.
• Coordinate payments, including premiums, and funding of dry trusts.
• Prepare letters of instruction and facilitate annual annuity payments for Grantor Retained Annuity Trusts and Charitable Lead Trusts.
• Perform other duties as requested and assigned.

Benefits

• Competitive benefits, including healthcare.