Top global law firm is seeking an experienced Senior Paralegal Specialist in Private Wealth for their NY office.
The ideal candidate will have a minimum of 15 years’ experience as a Private Wealth Paralegal.
College Degree And/or Paralegal Certificate Required
The ideal candidate will have a minimum of 15 years’ experience as a Private Wealth Paralegal. The Senior Paralegal Specialist will be responsible for primarily serving high-wealth, high-profile clients on multi-million dollar trusts & estates and probate matters. The successful candidate will be extremely empathetic and capable of offering the highest level of service to our clients and work well with attorneys, co-workers, clients and their advisors, such as accountants and financial planners. Additionally, the Senior Paralegal Specialist will manage junior paralegals including on-boarding, training, and staffing, and other special projects as the needs arise.
Meet with clients, trustees, and family members, and communicate with beneficiaries
Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and probate pleadings
Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings
Prepare allocation of assets to beneficiaries and/or respective sub-trust
Prepare required fiduciary accountings for probate estate and trust administration
Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles
Ability to handle administration of decedent’s assets, problem solve on how to address and administer decedent’s assets re: title issues and other roadblocks
Correspond with financial institutions to collect estate assets, work with appraisers for appraisal for real or personal property, obtain financial information from accountants on closely held corporations, partnerships, and sole proprietorships
Preparing and filing petitions and ongoing accountings and reports related to guardianship proceedings
Draft ancillary estate planning documents
Provide training and feedback to paralegals in the New York Private Wealth Group
Create and maintain effective working relationships with others to facilitate a positive work environment
Maintain confidentiality and client-service standards, draft professional correspondence, and ensure accuracy and consistency across all work product
Perform other duties as assigned
Minimum 15 years’ of experience as a Private Wealth Paralegal
College Degree and/or Paralegal Certificate required
Proficiency in Microsoft office, Adobe Acrobat Pro, and document management systems (e.g., iManage)
Must be proactive, dependable, extremely organized, and have a strong attention to detail
Ability to work concurrently on a variety of matters, managing time and expectations
Ability to work both independently and as part of a team
Excellent judgment, strong accountability and proactiveness
Strong drafting and proofreading skills
Comfort with financial statements and an aptitude for organizing complex information and maintaining meticulous records
Knowledge and experience of probate and trust administration process for complex taxable estates.
Demonstrates independent judgment in selecting appropriate forms and applying procedural rules governing probate and trust administration, including all required filings.
