Overview
Senior Paralegal Specialist – Private Wealth Jobs in New York, New York, USA at The ONeil Search Group
Location: New York
Senior Paralegal Specialist – Private Wealth
Senior Paralegal Specialist in Private Wealth is needed at a top international law firm in their NY office.
Minimum of 10 years experience as a Private Wealth Paralegal.
College Degree and/or Paralegal Certificate required.
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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 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 decedents assets, problem solve on how to address and administer decedents assets regarding title issues and other roadblocks.
Correspondence with financial institutions to collect estate assets; work with appraisers for appraisal for real or personal property; obtain financial information on closely held corporations, partnerships, and sole proprietor ships from accountants.
Preparing and filing petitions and ongoing accountings and reports related to guardianship proceedings.
Draft ancillary estate planning documents.
Provide training and feedback to the other paralegals in the New York Private Wealth Group.
Create and maintain effective working relationships with others to facilitate a positive work environment.
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Minimum 10 years of experience as a Private Wealth Paralegal.
College Degree and/or Paralegal Certificate required.
Knowledge of probate and trust administration process and rules and use of appropriate forms.
Proficiency in Microsoft Office Suite and Adobe Acrobat Pro.
Ability to multi-task and work well under pressure and meet deadlines.
Strong organizational skills, including the ability to work concurrently on a variety of matters, and manage time and expectations.
Ability to work both independently and as part of a team.
Strong attention to detail.
Ability to communicate with individuals of all levels within the firm in a courteous and professional manner.
Excellent judgment, strong accountability and proactiveness.
Seniority Level
Not Applicable
Employment Type
Full-time
Job Function
Administrative and Legal
Industries
Law Practice and Legal Services
J-18808-Ljbffr
Title: Senior Paralegal Specialist – Private Wealth
Company: The ONeil Search Group
Location: New York, New York, USA
Category: Law/Legal, Administrative/Clerical
