Trusts & Estates Paralegal

Adler Pollock & Sheehan P.C.

Providence, RI

JOB DETAILS
SALARY
$50,000–$70,000 Per Week
SKILLS
Adobe Acrobat, Artificial Intelligence (AI), Attorney, Detail Oriented, Develop and Maintain Customers, Estate Planning, Financial Statements, Government, Internet Research, Legal, Legal Support Skills, LexisNexis, Microsoft Excel, Microsoft Office, Microsoft Word, Multitasking, Organizational Skills, Paralegal, Presentation/Verbal Skills, Probate, Problem Solving Skills, Project/Program Coordination, Proofreading, Sales Management, Secret Clearance, Securities, Tax Accounting, Team Player, Trust Law, Writing Skills
LOCATION
Providence, RI
POSTED
1 day ago

3 days ago Be among the first 25 applicantsDirect message the job poster from Adler Pollock & Sheehan P.C.We are seeking a dedicated and knowledgeable Trusts & Estates Paralegal who will, under the supervision of attorneys, provide support for all types of trust and estate administration. The paralegal will operate as part of a team of attorneys and support staff to provide a high level of service to both internal and external clients.DutiesResponsible for the daily trust administration for various clients (i.e., properly manage accounts, prepare letters, transfer forms, etc.)Draft correspondence to financial institutions for documents and information required for estate and trust administrationsPrepare probate court forms for estate administrations for attorney reviewAssist in drafting estate planning documents, including wills, powers of attorney, and both basic and advanced trusts.Help manage and organize estate and probate files.Prepare accounting and financial statements.Filing and obtaining records with the courts and government offices (experience e-filing trust petitions with the RI Superior Court is a plus).Proofreading documents for spelling, grammatical, and/or formatting errors.Communicate directly with clients to provide updates or assist with accounting and tax needs.ExperienceBachelor's degree or equivalent experience required.Paralegal Certification preferred.Minimum 3 years of relevant work experience in a professional environment, which includes progressive responsibility in managing client trust accounts.Law firm experience preferred.High level of proficiency with technology, including Microsoft Office Suite applications (with focus on MS Word and MS Excel), Adobe Acrobat, DocuSign, Lexis/Nexis, and other internet research tools.Excellent organizational skills, attention to detail, and the ability to multitask.Highly effective written and oral communications.Creative problem-solving abilities.Work independently, taking initiative to move projects to conclusion.Maintain a professional demeanor in stressful situations.Reliable and dependable team player.Maintain confidentiality of client information.Ability to perform well under pressure.Seniority level Seniority level Entry levelEmployment type Employment type Full-timeJob function Job function AdministrativeIndustries Law PracticeReferrals increase your chances of interviewing at Adler Pollock & Sheehan P.C. by 2xGet notified about new Paralegal jobs in Providence, RI .Providence, RI $50,000.00-$70,000.00 3 weeks agoCranston, RI $65,000.00-$75,000.00 1 day agoProvidence, RI $70,000.00-$90,000.00 14 hours agoInterim to Permanent Securities Paralegal Senior Paralegal, Governance & Securities Practice Support Team Specialist (Corporate Legal Assistant) Rule of Law & ICB Program Support Coordinator (Active Secret Clearance Required) We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr

About the Company

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Adler Pollock & Sheehan P.C.