Entry-Level Trust Services Paralegal: Detail-Driven Support

Reinhart Boerner Van Deuren sc; Milwaukee (WI); On-site; USD 42,000 - 60,000; Full time

Job summary

Reinhart Boerner Van Deuren s.c. is seeking an entry-level Paralegal for our Trust Services team in Milwaukee.

The role supports back office for trustees and ensures fiduciary duties to grantors and beneficiaries are fulfilled. This position suits someone with a non-legal background but strong attention to detail and accuracy.Responsibilities include administering irrevocable trusts, preparing trust accountings using department software (training provided), assisting with intake and compliance

Qualifications

• Bachelor's Degree required or preferred for entry-level paralegal role.
• Paralegal certificate is a plus but not required.
• Strong organizational, written and verbal communication skills.
• Excellent computer and internet skills; attention to detail and accuracy.

Responsibilities

• Assist with administration of various types of irrevocable trusts as assigned.
• Prepare trust accountings using department-specific software (training provided).
• Assist with intake and compliance procedures for new trusts.
• Maintain department-specific tracking programs.

Skills

MS Word

MS Excel

MS Outlook

Organization

Communication

Attention to detail

Multitasking

Deadline driven

Education

Bachelor's Degree

Paralegal certificate (optional)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Reinhart Boerner Van Deuren s.c. is seeking an entry-level Paralegal for our Trust Services team in Milwaukee.

The role supports back office for trustees and ensures fiduciary duties to grantors and beneficiaries are fulfilled. This position suits someone with a non-legal background but strong attention to detail and accuracy.Responsibilities include administering irrevocable trusts, preparing trust accountings using department software (training provided), assisting with intake and compliance