Are you a skilled and detail-oriented Estates & Trusts Paralegal ready for a new opportunity to thrive in Naples, FL? Spherion Naples is seeking a dedicated professional to join a local law firm where your expertise in estate and trust administration will be essential to their success. This is a fantastic opportunity for an organized and empathetic individual looking to leverage their experience and make a meaningful impact, helping the firm, its attorneys, and their clients get to a better place during critical life and business transitions.
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You'll be an integral part of a professional team, handling complex documentation, managing probate processes, and providing crucial administrative support to attorneys. If you have a passion for providing meticulous support in a fast-paced environment and are ready to contribute your knowledge to a rewarding field, this could be the perfect role to advance your career.
Responsibilities:
Value assets and prepare detailed trust and estate accountings under attorney supervision. You will also maintain trust accounts, process bill payments, and conduct bank reconciliations.
Prepare critical tax documents for estates and trusts, including federal estate tax returns and fiduciary income tax returns.
Independently draft essential estate planning documents, such as wills, codicils, and agreements. You will also prepare probate documents like petitions, motions, inventories, and final accountings.
Serve as a primary point of contact, maintaining professional and empathetic communication with clients, beneficiaries, estate administrators, and other interested parties.
Conduct legal and factual research and clearly summarize your findings for both internal legal teams and external documents.
Organize and maintain legal forms, client materials, and attorney work products to ensure a streamlined workflow. This includes managing ongoing administrative tasks, such as applying for EINs and diligently tracking all billable and non-billable time.
Working hours: 8:00 AM - 5:00 PM
Skills:
Familiarity with trust and estate accountings, probate administration, and core estate/trust law principles.
Excellent ability to convey complex legal and financial information clearly, both in writing and verbally.
A demonstrated ability to work independently and efficiently, including meticulously managing large volumes of data in a highly organized way.
Proven high attention to detail, coupled with the organizational skills necessary to meet strict, fast-paced deadlines.
Education:
Associate
Experience:
4-7 years
Qualifications:
Bachelor's or Associate's degree required, or Paralegal Certificate with equivalent experience.
Minimum of 5-8 years of Estates & Trusts experience.
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We offer weekly open interviews Mondays thru Fridays 9:30am-12noon and then 1pm-2:30pm
Walk-ins welcome, want to skip the wait....
Call us at 239-494-3044 or send us a text today at 239-263-2998 to schedule an interview! We are located at:
4964 Tamiami Trail North
Naples, FL 34103
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).