Paralegal

Paralegal Overview

• The Paralegal role offers a unique opportunity to contribute to the Wealth Planning department on a contract basis.
• Support trustee succession processes and assist with drafting legal documents and summaries.
• Collaborate in a hybrid work environment, balancing in-office and remote work flexibility.
• Engage in special projects, enhancing your skills in trust and estate planning.
• Work closely with experienced professionals in a dynamic and supportive team.
• Gain valuable exposure to trust and estate processes, contributing to impactful legal operations.
• Temporary contract position with potential for extension or conversion based on performance.
• Competitive hourly pay rate, ensuring fair compensation for your expertise.

Paralegal Key Responsibilities & Duties

• Draft Receipt & Release forms, Successor Trustee Release forms, and other trustee succession-related documents.
• Prepare Trust Key Attributes forms profiling essential trust characteristics for internal use.
• Draft promissory notes and summaries of trusts as required.
• Assist with special projects assigned by the Wealth Planning department.
• Collaborate with team members to ensure accurate and timely completion of tasks.
• Maintain confidentiality and adhere to legal standards in all documentation and processes.
• Provide administrative support to ensure smooth operations within the department.
• Contribute to the development and improvement of internal processes and workflows.

Paralegal Job Requirements

• Bachelor of Arts (BA) degree required, preferably in a related field.
• Minimum of 3 years of experience in trust and estate planning or related areas.
• Proficiency in drafting legal documents and summarizing trust characteristics.
• Strong organizational skills and attention to detail in handling sensitive information.
• Ability to work effectively in a hybrid work environment.
• Excellent communication skills to collaborate with team members and stakeholders.
• Familiarity with trust and estate processes and documentation standards.
• Flexibility to adapt to changing priorities and meet project deadlines.