Paralegal, Trusts and Estates Administration

We are seeking a dedicated and experienced Paralegal specializing in Trusts and Estates Administration to join our team in Smithtown, NY. This full-time position is ideal for a professional with a minimum of 5 years' experience in the field. The successful candidate will collaborate directly with clients, attorneys, paralegals, and accountants to manage complex cases and must possess excellent communication, organizational, and computer skills.

Key Responsibilities

• Manage all phases of trust and estates administration with precision and expertise.
• Demonstrate strong knowledge of Surrogate's Court rules and procedures, including probate, administration, and accounting proceedings.
• Prepare estate tax returns, with a strong preference for candidates familiar with this process.

Qualifications

• At least 5 years of relevant experience in trust and estate administration.
• Exceptional organizational and follow-up skills with a keen attention to detail.
• Proficiency in handling multiple time-sensitive tasks simultaneously.
• Experience working with large document-intensive cases.
• Proficient in Lexis, Westlaw, Microsoft Word, Excel, and Adobe Acrobat Professional.
• Bachelor's degree and/or Paralegal Certificate from an ABA-approved program is preferred.
• A collaborative team player who takes initiative and pride in maintaining strong client relationships.

Compensation and Benefits

The role offers a competitive annualized salary range of $70,000 to $90,000, supplemented by a comprehensive benefits package. This includes medical and dental insurance, group term life insurance, accidental death and dismemberment insurance, long-term disability insurance, optional term life insurance, flexible spending accounts, Aflac, 401(k), paid time off, referral bonuses, and paid holidays.

This opportunity is perfect for a motivated paralegal looking to advance their career in a supportive and dynamic environment. If you meet the qualifications and are ready to make an impact, we encourage you to apply.