Senior Trust & Estate Administration Paralegal (5+ yrs)

Friedman Williams; New York (NY); On-site; USD 65,000 - 75,000; Full time

Job summary

Friedman Williams seeks an experienced Trust & Estate Administration Paralegal to support attorneys in estate and trust matters. The role may be based in either the New York City or New Jersey office, with responsibilities spanning all phases of administration.

The candidate will handle probate tasks, coordinate with clients and professionals, and assist with fiduciary filings and tax returns. A college degree or paralegal certificate is required, with 5+ years of relevant experience.

Qualifications

• 5+ years of Trust & Estate Administration Paralegal experience.
• Strong communication, organizational, and mathematical skills.
• Experience with estate tax software such as ONESOURCE/Fast Tax preferred.

Responsibilities

• Manage all phases of estate and trust administration.
• Handle probate matters; knowledge of New York and New Jersey probate is a plus.
• Communicate extensively with clients, financial planners, and accountants.

Skills

Communication skills

Organizational skills

Mathematical skills

Team player

Education

College degree

Paralegal certificate

Tools

ONESOURCE/Fast Tax

HotDocs

Microsoft Word

Job description

Friedman Williams seeks an experienced Trust & Estate Administration Paralegal to support attorneys in estate and trust matters. The role may be based in either the New York City or New Jersey office, with responsibilities spanning all phases of administration.

The candidate will handle probate tasks, coordinate with clients and professionals, and assist with fiduciary filings and tax returns. A college degree or paralegal certificate is required, with 5+ years of relevant experience.