Trust & Estate Clerk 1-3 Month Contract

This Jobot Consulting Job is hosted by: Jeff Ruben

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Salary: $20 - $30 per hour

One of the top Boutique firms in LA is looking for a smart technology driven individual to join their team. In this role you would be working with some of the best lawyers in the country, with potential to be a permanent fixture in the firm.

Do you want to learn from some of the best experience the industry has to offer? Then this is perfect for you!

• Competitive Base Salary!
• Competitive Bonus Package!
• Extremely Competitive Benefits Package!
• Accelerated Career Growth!

Job Details:

We are seeking a dynamic and dedicated Trust & Estate Clerk for a consulting role in the Legal industry. This is a 1-3 month contract position with the potential for extension or transition into a permanent role. The successful candidate will have a minimum of 2 years of experience in trust and estate administration, and will be well-versed in the necessary legal procedures and documentation associated with this field. The Consulting Trust & Estate Clerk will report directly to the Trust & Estate Manager and will work closely with attorneys and other team members to ensure the efficient and effective administration of trusts and estates.

Responsibilities:

1. Prepare, assemble, and maintain legal documents for trusts and estates, including wills, trusts, powers of attorney, and other related documents.
2. Assist in the administration of trusts and estates, including the preparation and filing of probate documents, inventory and appraisal of assets, preparation of accountings, and distribution of assets.
3. Coordinate with attorneys, clients, and other parties to gather the necessary information and documentation for trust and estate administration.
4. Review and interpret legal documents to ensure compliance with applicable laws and regulations.
5. Assist in the preparation and filing of estate and gift tax returns.
6. Maintain accurate and organized files and records related to trust and estate administration.
7. Provide administrative support to the Trust & Estate Manager and other team members as needed.

Qualifications:

1. A minimum of 2 years of experience in trust and estate administration or a related field.
2. Proficiency in legal research and document preparation.
3. Excellent organizational skills, with the ability to manage multiple tasks and priorities in a fast-paced environment.
4. Strong attention to detail and the ability to work with a high degree of accuracy.
5. Excellent communication skills, both written and verbal.
6. Proficiency in Microsoft Office Suite, specifically Word, Excel, and Outlook.
7. Familiarity with legal software and databases, such as Westlaw or LexisNexis.
8. Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.
9. Paralegal certification or equivalent legal education is preferred.

This is an excellent opportunity to apply your skills and experience in a challenging and rewarding environment. If you are a motivated and detail-oriented professional with a passion for trust and estate administration, we encourage you to apply.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.