Hybrid Trusts & Estates Administrative Paralegal (PERM)

Connexion Systems & Engineering Inc.; Boca Raton, Miami, West Palm Beach (FL, FL, FL); Hybrid; USD 90,000 - 125,000; Full time

Job summary

Connexion Systems & Engineering Inc. seeks a Trusts & Estates Administrative Paralegal (PERM) for our West Palm Beach, FL hybrid office.

The role involves managing high-volume estate and trust administration, fiduciary accounting, and interfacing with attorneys to execute plans with precision and confidentiality. The ideal candidate has an undergraduate degree and paralegal certification, strong math, organizational, and tech skills, and comfort with overtime when deadlines require.

Qualifications

• Undergraduate degree and paralegal certification (or equivalent).
• Familiarity with probate and regulatory procedures.
• Experience with Microsoft Office and PDF/document management tools.
• Experience with tax preparation and accounting software.

Responsibilities

• Identifying, gathering, and valuing assets.
• Preparing probate and accounting documents.
• Preparing accountings for estates and trusts.
• Preparing death tax returns, including federal and state returns.
• Reviewing and interpreting wills and trust agreements with attorneys.
• Performing basic legal research using various resources.

Skills

Math skills

Organizational skills

Technological skills

Communication skills

Team collaboration

Education

Undergraduate degree

Paralegal certification

Tools

Microsoft Office

PDF software

Document management

FastTax

ProSystems

Job description

Connexion Systems & Engineering Inc. seeks a Trusts & Estates Administrative Paralegal (PERM) for our West Palm Beach, FL hybrid office.

The role involves managing high-volume estate and trust administration, fiduciary accounting, and interfacing with attorneys to execute plans with precision and confidentiality. The ideal candidate has an undergraduate degree and paralegal certification, strong math, organizational, and tech skills, and comfort with overtime when deadlines require.