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Trust & Estate Administration Paralegal – Financial Emphasis

Fennemore

This is a Full-time position in Fresno, CA posted June 20, 2021.

TRUST & ESTATE ADMINISTRATION PARALEGAL ? FINANCIAL EMPHASIS

 

FOR MORE THAN 135 YEARS, WE HAVE BEEN A POWERFUL, INNOVATIVE FULL-SERVICE LAW FIRM HELPING TO BUILD THE AMERICAN WEST.

Fennemore Dowling Aaron is seeking a full-time Trust & Estate Administration Paralegal to support its Trusts, Estates, and Wealth Preservation Practice Group. 

Responsibilities include, but are not limited to:

  • Assisting attorneys with the preparation of fiduciary, gift and estate tax returns, and fiduciary accountings;
  • Assisting attorneys with the administration of trust and estate accounts, including disbursements, bill paying and bank account reconciliations, management of assets, collections, distributions and asset valuations;
  • Preparation of probate documents including accounting reports, asset inventories, petitions and court orders; and
  • Initiating and responding to correspondence and phone calls from clients, government agencies and other parties regarding trusts and estates.

Qualifications:

  • Bachelor?s degree in accounting or finance, and/or a paralegal certificate, with a minimum of three (3) years of experience as a Trust & Estate Administration Paralegal in a law firm environment; or
  • A postgraduate degree in accounting, and/or CPA certification, with experience in trust and estate administration;
  • Extensive knowledge of estate planning and the administration of trust and probate estates is recommended;
  • Proficiency in the common collection of Microsoft Office software, especially Microsoft Excel;
  • Familiarity with WealthCounsel estate planning software or Lacerte tax preparation software is advantageous;
  • Strong organizational skills, detail-oriented, and the ability to manage several projects to completion on a deadline; and
  • Strong interpersonal skills and the ability to interface with all levels within the firm and externally with clients and other professional advisors, as needed.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not to be construed as an exhaustive list of all responsibilities, duties and skills. Any employee may be required to perform duties outside of their normal assigned responsibilities, as needed.

 

Job Type: Full-Time Non-Exempt