Estate & Trust Administration Paralegal – Client-Focused Lead

Cozen O'Connor; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 115,000; Full time

Job summary

Cozen O'Connor in Philadelphia is seeking a full-time Trust and Estate Administration Paralegal to support the Private Client, Trusts and Estates group on a 3/2 hybrid schedule. The team handles estates, tax return preparation, audits, trust accounting and related client services.

Ideal candidate has 5+ years' experience, strong discretion with confidential information, excellent client rapport, and growth desire; proficiency with Microsoft Office, OneSource and Trustdesk is preferred; a

Qualifications

• A minimum of 5 years of experience in a legal environment.
• Ability to manage confidential information with discretion.
• Strong interpersonal skills to build rapport with team and clients.
• Proficient in Microsoft Office Suite, especially Excel; familiarity with accounting functions preferred.
• Bachelor's degree and/or paralegal certificate required.

Responsibilities

• Lead contact for personal representatives, beneficiaries, advisors, and accountants.
• Manage day-to-day estate administration, probate coordination, asset valuation, and debt payments; prepare tax and fiduciary returns with attorneys.
• Coordinate with HomeBase family office services to provide a customized client experience.

Skills

5+ years of experience

Discretion with confidential info

Strong interpersonal skills

Written and oral communication

Excellent organizational skills

Education

Bachelor's degree and/or paralegal certificate

Tools

Microsoft Office Suite (Excel)

OneSource

Trustdesk

Job description

Cozen O'Connor in Philadelphia is seeking a full-time Trust and Estate Administration Paralegal to support the Private Client, Trusts and Estates group on a 3/2 hybrid schedule. The team handles estates, tax return preparation, audits, trust accounting and related client services.

Ideal candidate has 5+ years' experience, strong discretion with confidential information, excellent client rapport, and growth desire; proficiency with Microsoft Office, OneSource and Trustdesk is preferred; a