Senior Paralegal Specialist, Private Wealth - New York

Responsibilities

• Meet with clients, trustees, and family members, and communicate with beneficiaries
• Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and probate pleadings
• Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings
• Prepare allocation of assets to beneficiaries and/or respective sub-trust
• Prepare required fiduciary accountings for probate estate and trust administration
• Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles
• Able to handle administration of decedent’s assets, problem solve on how to address and administer decedent’s assets re: title issues and other roadblocks
• Correspond with financial institutions to collect estate assets, work with appraisers for appraisal for real or personal property, obtain financial information from accountants on closely held corporations, partnerships, and sole proprietorships
• Prepares and files petitions and ongoing accountings and reports related to guardianship proceedings
• Draft ancillary estate planning documents
• Train and provide feedback to paralegals in the New York Private Wealth Group
• Create and maintain effective working relationships with others to facilitate a positive work environment
• Maintain confidentiality and client-service standards, draft professional correspondence, and ensure accuracy and consistency across all work product
• Perform other duties as assigned

Qualifications

• Minimum 15 years’ of experience as a Private Wealth Paralegal
• College Degree and/or Paralegal Certificate required
• Proficiency in Microsoft office, Adobe Acrobat Pro, and document management systems (e.g., iManage)
• Proactive, dependable, extremely organized, and have a strong attention to detail
• Ability to work concurrently on a variety of matters, managing time and expectations
• Excellent judgment, strong accountability and proactiveness, strong drafting and proofreading skills
• Knowledge and experience of probate and trust administration process for complex taxable estates. Demonstrates independent judgment in selecting appropriate forms and applying procedural rules governing probate and trust administration, including all required filings.

ADA Requirements

• Ability to sit at a desk most of the working day and walk short distances
• Needs manual dexterity, speed, and accuracy in handling office equipment
• Ability to work efficiently and accurately in an atmosphere of frequent interruption
• Ability to work in close proximity to other individuals
• Ability to carry light objects, e.g., files, small objects, and supplies a short distance

Pay

USD $200,000.00 - USD $215,000.00 /Yr.