Trust Administration Assistant jobs in North Carolina

Essential job Functions/Core Duties

The Estate/Trust Administration Paralegal will provide full-time support to our Raleigh Estate Planning and Administration practice. Specific examples of typical duties include:

• Professional and friendly interaction with clients and other team members via phone, email and in person.
• Prepare electronic and written correspondence; Process incoming and outgoing mail and filings.
• Review trusts, wills, powers of attorney and other estate planning documents; Review and analyze financial statements, beneficiary forms, etc.
• Prepare and file probate forms, applications, inventories, accountings, renunciations, schedules, petitions and orders.
• Prepare trust administration documents, obtain federal EINs, trust accountings, deeds, etc.
• Assist clients with gathering and managing assets, paying debts and creditors, preparing necessary financial forms, etc.
• Open, maintain and close client files (electronic and hard files); Create and maintain contacts and matters in practice management system; Document tasks and client interaction in practice management & billing systems.
• Assist with estate planning clients and general office administrative duties as needed, including serving as witness and/or notary to document execution.
• Be dependable; maintain strict confidentiality; be punctual and meet deadlines.
• Work under direct attorney supervision as a team with a high level of communication and interdependence, but also take ownership of workflow and assigned projects and work independently to accomplish tasks in an efficient manner.