Trust & Estate Administration Paralegal
Boca Raton, Florida
$95,000 - $135,000 DOE + Comprehensive Benefits
An exciting opportunity has arisen for an experienced Trust & Estate Administration Paralegal to join a highly respected Private Client team handling sophisticated estate administration matters for high-net-worth individuals and families.
The successful candidate will work closely with attorneys, accountants, financial advisors and fiduciaries while managing complex trust and estate administration matters from commencement through completion.
The Role
You'll provide comprehensive support across all aspects of estate and trust administration.
Key responsibilities include:
- Managing estate and trust administration matters.
- Preparing estate tax returns and fiduciary accountings.
- Assisting with trust funding and estate distributions.
- Preparing probate documentation and deeds.
- Liaising with beneficiaries, financial advisors, accountants and trustees.
- Preparing estate administration reports and correspondence.
- Supporting attorneys on sophisticated private client matters.
About You
The successful candidate will possess:
- 5+ years' experience in Trust & Estate Administration.
- Strong understanding of probate and estate administration procedures.
- Experience preparing fiduciary accountings and estate tax documentation.
- Excellent organisational and communication skills.
- Strong attention to detail.
- Experience with estate administration software is advantageous.
- Paralegal qualification or Bachelor's Degree preferred.
What's on Offer?
- Competitive salary of $95,000 - $135,000, depending on experience.
- Comprehensive benefits package.
- Exposure to sophisticated private client matters.
- Collaborative and supportive working environment.
- Excellent long-term career progression.
This is an outstanding opportunity for an experienced Trust & Estate Administration Paralegal looking to join a highly regarded Private Client practice advising high-net-worth individuals, families and fiduciaries on complex estate administration matters.
INDUS
Pay: $95,000.00 - $135,000.00 per year
Experience:
- Trust and Estate Administration: 3 years (Required)
Work Location: In person
