Estate Administration Paralegal at Roth Staffing Companies in Smithfield, North Carolina

Job Description:

Ultimate Staffing is looking for an experienced Estate Administration Paralegal for a great law firm located in Smithfield, NC!


This is a full time, 100% in office, Direct Hire opportunity looking to move quickly!


Hours: Mon-Fri, 8:30am-5:00pm


Pay: $65-$75/k


The ideal candidate is extremely empathetic and capable of offering the highest level of service to our clientele. The best candidate works well with attorneys, co-workers, clients and their allied advisors, such as accountants and financial planners, and the court.


Responsibilities include all facets of trust and probate administration, including meeting with clients, trustees, and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets and probate pleadings; preparing federal estate tax returns and gift tax returns; reviewing bank statements; notarizing documents; and organizing and maintaining client files.


Job Requirements:

• Minimum of 5 years solid trust & estate paralegal. Specifically, Estate Administration (after the client has passed away)


• Full Estate Probate Process Proficiency


• Experience with Estate Tax (706), Gift tax (709), and Estate and Trust Income Tax (1041) returns


• Experience in preparing deeds


• Highly proactive with attention to detail, dependable, and extremely organized


• Excellent math and computer skills, including at least intermediate command of Word, Excel, and Microsoft Outlook


• Excellent proofreading skills and clear and concise communication skills


• Knowledge of Probate process and rules, use of judicial council forms


• Comfortable meeting with clients and walking them through the process

Benefits:

• 100% company paid health insurance (employee responsible for any dependents)


• Dental, vision, Aflac


• Work flexibility (can work from home if sick, has a doc apt, etc.)


• 15 days of PTO, 20 days after 3 years, 25 days after 9 years, can carry over 5 unused days per year. All PTO is granted upon starting.


• 12 paid holidays


• 401K match

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Apply Now