Trust Administration Assistant jobs in Boca Raton, FL

Position: Trusts & Estates Administration Paralegal

Locations: Hackensack, NJ | New York, NY | Boca Raton, FL

Full Time: Yes (9:00am - 5:00pm)

Hybrid (2 days remote, 3 days in office)

Salary range: $76,000-$162,500 Full Benefits

About Us:

We are a leading legal firm with a substantial team of attorneys spread across multiple locations nationwide. Our practice encompasses a wide range of legal areas including restructuring, construction, corporate matters, employment law, environmental law, litigation, real estate, taxation, estate planning, and white-collar defense.

Ideal Candidate:

We are seeking a Trust and Estate Administration Paralegal with a minimum of 5 years of experience to join our team at one of our offices in New Jersey, New York, or Florida. The ideal candidate will have a strong background in trusts and estates administration, with comprehensive knowledge of probate procedures in the respective jurisdictions.

Responsibilities:

• Manage all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, or Florida probate laws preferred).
• Communicate extensively with clients, financial planners, and accountants.
• Prepare federal and state estate tax returns and fiduciary accountings.
• Facilitate the distribution of estate assets and trust funding.
• Handle deed work and other related tasks.

Requirements:

• Minimum of 5 years of experience in trusts and estates administration.
• Superior communication and mathematical skills.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word.
• Highly organized with the ability to prioritize tasks effectively.
• Excellent written and verbal communication skills.
• College degree and/or paralegal certificate preferred; JD/paralegal candidates will be considered.

Benefits:

• Competitive starting salary.
• Comprehensive benefits program.
• Opportunities for professional development and growth.

Job Type: Full-time

Pay: $76,000.00 - $162,500.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Retirement plan
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Do you have a minimum of 5 years of experience in trusts and estates administration?

Work Location: Hybrid remote in Palm Beach, FL 33480