Estates & Trusts Paralegal / Trust Administrator - Lafayette
Employer Position Description JOB TITLE: Estates and Trusts Paralegal / Trust Administrator SUPERVISORS: Private Client Services Group Chair(s) Firm Administrator DATE: May 1, 2018 POSITION SUMMARY: The Estates and Trusts Paralegal / Trust Administrator is responsible for paralegal supportof estate and trust planning and administration, and operational support of a wide range of trust accounts, agency/custody accounts, exempt organizations and estates in accordance with the terms of trust instruments and fiduciary law.This individual works closely with and takes direction from responsible attorneys the Private Client Services Group Chair(s).This individual works well with other practice groups and has extensive client contact. REPORTING RELATIONSHIP: This individual reports to both the Private Client Services Group chair(s) and the Stuart & Branigin Firm Administrator. ESSENTIAL JOB RESPONSIBILITIES: The Estates and Trusts Paralegal duties of this individual include:Estate Planning Support Communicate with attorneys and clients about meetings, estate planning worksheets, and estate planning documentsEnter client information into firm systemsPrepare, review and revise estate planning documentsParticipate in attorney-client conferences Estate and Trust Administration Support Participate in attorney-client conferencesCommunicate with attorneys and clients about meetings, estate and trust assets, and valuation and distribution of assetsPrepare documents to open estatesIdentify, value, and transfer estate and trust assetsObtain needed appraisals of estate and trust assetsDistribute assetsClose estates and trusts Tax Matters Support o Obtain Employer ID Numbers for estates and trusts o Prepare federal estate tax returns o Prepare fiduciary income tax returns for estates and trusts o Prepare individual income tax returns The Trust Administration duties of this individual include: Serve as a point of contact for all Fiduciary Services matters and questionsOperational support of a variety of trusts and IRA accountsCoordinate work activities involving outside service providersUse trust system to monitor accounts, produce reports and respond to questions.Submit entries to trust system.Request checks using trust system.Initiate wire transfers and ACH transfers.Manage client internet access to Fiduciary Services accounts.Manage distribution of periodic paper and electronic account statements.Manage distribution of tax reports and proof 1099s. To perform this job successfully, this individual must be able to satisfactorily perform each of the above essential job responsibilities. The requirements listed below are representative of the skills and abilities required. SKILLS & ABILITIES: Superior communication skills. Superior analytical skills. Understanding of principal and income accounting. Understanding of tax matters and implications on trusts and trust transactions. Knowledge and experience working on trust accounting systems Computer proficiency (Word, Excel, Outlook, etc.). Ability to confidently meet with and present to clients, trustees, and other professionals. Detail orientation and organizational skills. Understanding of financial markets and investment asset types. EDUCATION: Paralegal certificate or Bachelors Degree in finance, accounting or other business related field, or equivalent work experience. EXPERIENCE: Five to ten years experience as paralegal, trust officer or equivalent.Experience in accounting, trust operations, tax, or trust administration preferred.
Associated topics: administrative, administrative assistant, administrative associate, clerk, deputy clerk, legal assistant, legal secretary, paralegal, paralegal corporate, receptionist