T&E Paralegal (Am Law Firm)

New York City Office of Am Law Firm is looking for a Trusts & Estates Paralegal who also has experience as a  Fiduciary Administrator to assist with all aspects of estate administration and estate planning for the Private Client Services Practice.

Responsibilities include, but are not limited to:
• preparing and filing probate and administration documents in Surrogate’s Court;
• collecting decedent’s assets and arranging for appraisals of real and personal property;
• marshalling and liquidating estate assets
• opening and maintaining bank and brokerage accounts;
• preparing and filing federal and state estate tax returns;
• assisting with estate tax audits;
• preparing cash reconciliations and proposed asset distributions;
• coordinating administration matters with clients and their advisors.

• Bachelor's degree combined with a minimum of seven years of law firm trust & estates experience preferably at a large law firm handling estate planning and estate administration; administering estates of high-net worth clients
• Accounting/finance background a plus
• Strong computer skills (excel proficient) required
• Excellent communication, writing and organizational skills are a must
• Outstanding attention to detail
• Ability to multitask and work in a very fast paced environment
• Must be available to expand schedule as needed

If qualified, please send an MS Word version of your resume to specialcounsel.com


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