Are you an experienced legal assistant with ample trust and estate planning experience interested in a permanent, full-time job opportunity in Newport Beach, CA?
This position offers a hybrid remote schedule (4 days in-office, 1 day remote), competitive salary, a robust benefits package, and plenty of room for growth. If you are an experienced legal assistant missing in-office interaction and looking for a change, this could be the role you've been searching for!
Managing all aspects the trust and estate administration process
Handling certain administrative tasks such as working on judicial counsel forms, filing pleadings, trust administration, releases, and accounts, etc.
Drafting, formatting, and reviewing legal documents and correspondence, including inventories, asset allocation agreements, Judicial Council forms, asset transfer documents, probate pleadings, fiduciary reports, grant deeds, trust transfer deeds, and supporting documentation as needed
Organizing and analyzing asset information, assisting with the valuation of assets and strategizing proper allocation to subtrusts, acting as a liaison between banks and brokerage, and assisting with Estate and Gift Tax return prep
2+ years of trust & estates legal assistant or paralegal experience preferred
Must be familiar with local court rules and procedures
Strong computer proficiency, including MS Office (Word, Outlook, and Excel)
Solid organizational and multi-tasking skills with high attention to detail; must thrive in a fast-paced environment
Great written and verbal communication skills
If you are a qualified trust & estate legal assistant or paralegal interested in stepping up your career, please apply today! To see additional job opportunities across the country, check out www.specialcounsel.com
Equal opportunity employer. Minorities / Women / Veterans / Disabled are strongly encouraged to apply!
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records