Trust Services Paralegal

About the role

Reinhart Boerner Van Deuren s.c. is seeking an entry-level Paralegal to join our Trust Services team in Milwaukee. This position supports trustees by providing back office assistance, ensuring fiduciary duties to grantors and beneficiaries are fulfilled. It is ideal for someone with a non-legal background, high attention to detail, and a commitment to accuracy.

Responsibilities

• Assist with administration of various types of irrevocable trusts as assigned.
• Prepare and assist with trust accountings using department-specific software (training provided).
• Assist with intake and compliance procedures for new trusts.
• Support ongoing maintenance of department-specific tracking programs.

Requirements

• Bachelor’s Degree (required). Paralegal certificate is a plus but not required.
• Demonstrated proficiency in Microsoft Word, Excel, and Outlook, with strong computer and internet skills.
• Exceptional organizational skills, excellent oral and written communication, and extraordinary attention to detail.
• Strong commitment to efficiency, accuracy, and the ability to multitask while meeting deadlines.
• Comfort working independently and collaboratively in a team environment.
• Critical thinking, problem-solving, and willingness to ask questions and follow up to ensure deadlines are met.
• No prior trust administration or accounting experience required, but must be a quick learner with an active interest in acquiring new skills.
• Commitment to client service, starting with internal team support and gradually taking on client-facing activities.

Physical Demands

• Ability to use a keyboard, calculator, and telephone.
• Frequent sitting, talking, and hearing; occasional standing, stooping, kneeling, crouching, or crawling.
• Ability to lift up to 10 lbs. and adjust vision for close work.
• Reasonable accommodations may be made for individuals with disabilities.