Law Office of Susan A. Katzen
Trust Administration And Probate Paralegal
Law Office of Susan A. Katzen - Newport Beach, California, us, 92659
Work at Law Office of Susan A. Katzen
Overview
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Overview
- Seeking a skilled Trust Administration & Probate Paralegal in Newport Beach, CA, US for a fulfilling long-term career with abundant opportunities for professional growth.
- Join our prestigious law firm known for providing exceptional legal services to clients and their families in Newport Beach.
- This role offers more than just a job; it's a chance to establish a rewarding career with us.
Reasons to Choose Us:
Continuous support for educational pursuits Clearly defined pathways to enhance your professional skills Competitive benefits package, including paid holidays, vacation time, and sick leave Health and vision insurance benefits 401(k) plan with employer matching after qualifying period - Engage with the community by assisting special needs individuals and participating in year-round volunteer activities. - Please be aware that this is a full-time position that requires physical presence at our Newport Beach office. Responsibilities:
Independently manage cases related to Trust Administration from start to finish Lead Conservatorship cases or Probate cases throughout the entire process Initiate and maintain communication with potential and current clients through meetings and other forms of contact Efficiently gather, arrange, and assess asset information Prepare Trust and Probate accountings File court documents, schedule court appearances, and offer assistance as needed Organize schedules and prepare case files for client consultations and hearings Qualifications:
Must have demonstrated expertise in Trust Administrations, as well as Conservatorships or Probates Possession of a Paralegal certification or qualifications that align with the standards of Business & Professions Code Section 6450(c) is required Proficient in Microsoft Word and Excel, with a preference for familiarity with Actionstep Strong attention to detail and capable of working independently or as part of a team Must have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the position Compensation:
$28 - $42 hourly DOE
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Continuous support for educational pursuits Clearly defined pathways to enhance your professional skills Competitive benefits package, including paid holidays, vacation time, and sick leave Health and vision insurance benefits 401(k) plan with employer matching after qualifying period - Engage with the community by assisting special needs individuals and participating in year-round volunteer activities. - Please be aware that this is a full-time position that requires physical presence at our Newport Beach office. Responsibilities:
Independently manage cases related to Trust Administration from start to finish Lead Conservatorship cases or Probate cases throughout the entire process Initiate and maintain communication with potential and current clients through meetings and other forms of contact Efficiently gather, arrange, and assess asset information Prepare Trust and Probate accountings File court documents, schedule court appearances, and offer assistance as needed Organize schedules and prepare case files for client consultations and hearings Qualifications:
Must have demonstrated expertise in Trust Administrations, as well as Conservatorships or Probates Possession of a Paralegal certification or qualifications that align with the standards of Business & Professions Code Section 6450(c) is required Proficient in Microsoft Word and Excel, with a preference for familiarity with Actionstep Strong attention to detail and capable of working independently or as part of a team Must have a reliable means of transportation to our Newport Beach office or be willing to relocate before starting the position Compensation:
$28 - $42 hourly DOE
#J-18808-Ljbffr