Top 338 Document preparation Jobs in Albany, Ny

Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
Quick Apply
Accounting Specialist
ROSENBLUM DEVELOPMENT CORPORATION —Albany, NY
- $26.50 - $29.75 an hour
- Full-time
- Computer literacy
- Bachelor of Science
- ERP systems
Quick Apply
14d
EUV Program Manager
NY Creates —Albany, NY
- $120,000 - $150,000 a year
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
Administrative Assistant
Datrose, Inc —Albany, NY
- $19 - $28 an hour
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
4d
Accounting Senior Analyst/Analyst
Plug Power Inc. —Slingerlands, NY
- $58,300 - $87,400 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Research
- Paid holidays
- Dental insurance
Quick Apply
Claim Assistant
MEMIC —Albany, NY
- $46,293 a year
- Hybrid work
- No experience needed
- Communication skills
- Entry level
13d
Administrative Assistant
HMS Agency, Inc. —Albany, NY
- $50,000 a year
- Full-time
- Office
- Administrative experience
- High school diploma or GED
Quick Apply
Research Scientist 1 (Water Pollution)
State of New York - Environmental Conservation, Department of —Albany, NY
- $66,951 - $85,138 a year
- Full-time
- Background check
- Public speaking
- Mid-level
- Paid holidays
- Dental insurance
12d
Cash Posting Specialist I
Albany Medical Center —Albany, NY
- $46,215 - $60,080 a year
- Full-time
- HIPAA
- Entry level
Program Aide (NY HELPS) - Vacancy ID#221866
State of New York - State, Department of —Albany, NY
- $53,413 - $65,061 a year
- Full-time
- Background check
- Management
- Office
4d
Digital Reporter – Legal Proceedings
U.S. Legal Support —Albany, NY
- $26 - $30 an hour
- Full-time
- No experience needed
- Typing
- Communication skills
Quick Apply
5d
Tax Information Aide
State of New York - Taxation & Finance, State —Albany, NY
- $18.30 an hour
- Full-time
- Background check
- Research
- Office
Sterile Processing Technician
OrthoNY —Clifton Park, NY
- $20.50 - $29.25 an hour
- Full-time
- OSHA
- Mid-level
- High school diploma or GED
Quick Apply
Talent Acquisition Coordinator - Hybrid (Albany, NY / Capital Region)
Trinity Health —Albany, NY
- $21.95 - $32.92 an hour
- Full-time
- Background check
- Customer service
- Mid-level
Community Habilitation Worker (Direct Support Professional)
Independent Broker —Albany, NY
- $30 - $36 an hour
- Per diem
- Background check
- Communication skills
- Entry level
- Paid training
- Mileage reimbursement
Quick Apply
11d
User Support Specialist - Two Positions Available - Siena University
Siena College —Loudonville, NY
- $23.05 an hour
- Weekends as needed
- Classroom
- Google Workspace
- Mid-level
- Health insurance
- Dental insurance
Paralegal
Rensselaer County —East Greenbush, NY
- $50,000 - $60,000 a year
- Full-time
- High school diploma or GED
- In-person
- 1 year
- Free parking
- Paid holidays
Quick Apply
8d
Vice President, Office of Community Renewal
New York Housing Trust Fund —Albany, NY
- $141,581 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Management
- Office
- Paid parental leave
- Health insurance
Quick Apply
Real Property Tax Service Assistant - Training Opportunity
Saratoga County —Ballston Spa, NY
- $51,099 - $60,796 a year
- Temporary
- Office
- High school diploma or GED
- Entry level
13d
University at Albany, SUNY – Professional Development Program – Administrative Assistant II
Albany, NY
- $40,000 - $42,168 a year
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance

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document preparation jobs near albany, ny

Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Bachelor's degree
Attention to detail
Legal drafting
Client services
Law office experience

Full Job Description

Job Summary
We are seeking an experienced estate planning paralegal or financial services administrator to manage complex, high‑net‑worth client matters with a strong emphasis on project management, asset organization, and financial coordination. This role is ideal for someone with a background in financial services, asset management, wealth management, or private banking, who understands the intricacies of high‑value portfolios and family office dynamics.

While traditional legal drafting is not the core focus, familiarity with estate planning documents is expected. The role requires exceptional organizational skills, client service, and the ability to coordinate multiple workstreams across legal, financial, and tax advisors.

Key Responsibilities

Manage all aspects of high‑net‑worth estate planning files, acting as the primary point person to ensure seamless execution from inception to completion of the client’s estate plan.
Coordinate asset information, including collecting, organizing, and maintaining detailed records of investment accounts, business interests, real estate holdings, insurance, and other complex assets.
Serve as a liaison among attorneys, financial advisors, accountants, trustees, and clients to ensure accurate communication and follow‑through.
Track project timelines, deliverables, and outstanding tasks; proactively identify next steps and potential issues.
Assist in the preparation and organization of schedules of assets, trust funding tasks, beneficiary designations, and related estate planning action items.
Prepare documentation related to trust funding and asset transfers; communicate with financial institutions to execute instructions.
Maintain and update client estate plans, including coordinating revisions and ensuring consistent version control.
Support attorneys in complex planning matters including charitable structures, and multi‑generational planning.
Bonus: Prepare or assist with the preparation of gift tax returns (Form 709) and/or estate tax returns (Form 706).
Manage internal systems, file workflows, and databases to ensure compliance and accuracy.

Qualifications

Bachelor’s degree required; paralegal certificate preferred.
3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.
Strong understanding of financial accounts, asset titling, and wealth management concepts.
Exceptional project management skills; ability to juggle multiple complex matters simultaneously with precision.
Highly organized, meticulous, and detail‑oriented.
Strong communication skills and ability to interface professionally with sophisticated clients and advisors.
Proficiency with Microsoft Office; experience with estate planning or wealth management software a plus.
Ability to maintain strict confidentiality in handling sensitive financial and personal information.

Preferred Skills (Not Required)

Experience preparing Form 709 Gift Tax Returns.
Experience supporting Form 706 Estate Tax Returns.
Experience working in a law firm, private bank, RIA, or family office environment.
Familiarity with advanced estate planning strategies and structures.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Paralegal: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

document preparation jobs in albany, ny

Estate Planning Paralegal

Accounting Specialist

EUV Program Manager

Administrative Assistant

Accounting Senior Analyst/Analyst

Claim Assistant

Administrative Assistant

Research Scientist 1 (Water Pollution)

Cash Posting Specialist I

Program Aide (NY HELPS) - Vacancy ID#221866

Digital Reporter – Legal Proceedings

Tax Information Aide

Sterile Processing Technician

Talent Acquisition Coordinator - Hybrid (Albany, NY / Capital Region)

Community Habilitation Worker (Direct Support Professional)

User Support Specialist - Two Positions Available - Siena University

Paralegal

Vice President, Office of Community Renewal

Real Property Tax Service Assistant - Training Opportunity

University at Albany, SUNY – Professional Development Program – Administrative Assistant II

I want to receive the latest job alert for document preparation in albany, ny

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