Trust & Estates Paralegal

Key Resource Group, LLC; City of Syracuse (NY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A legal services firm located in Syracuse, NY is seeking a skilled Paralegal to support multiple attorneys. This position offers a hybrid work schedule and a competitive salary ranging from $70,000 to $100,000 per year. Responsibilities include administering estates and trusts, preparing court documents, and managing communications with clients and financial institutions. Candidates should possess strong communication skills, financial acumen, and at least three years of relevant experience. A degree or paralegal certificate is preferred.

Qualifications

• Exceptional communication skills required for client and court interactions.
• Three-plus years of trusts and estates experience preferred.
• Experience in accounting or financial environments considered.
• Knowledge of Excel and Microsoft Office is necessary.
• Familiarity with tax or accounting software is beneficial.

Responsibilities

• Administer estates and trusts for multiple attorneys.
• Prepare tax returns and court-related documents.
• Handle electronic filings and client communication.

Skills

Exceptional verbal skills

Organizational skills

Multitasking skills

Detail orientation

Proactive work style

Independent work ability

Financial skills

Excel knowledge

Education

2- or 4-year degree or paralegal certificate

Tools

Microsoft Office

Tax or accounting software

Tax or accounting software

Job description

Exceptional opportunity, this position is part of a high-profile practice area that supports multiple attorneys. Excellent benefit package with hybrid schedule.

Key Resource Group, LLC provided pay range

This range is provided by Key Resource Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $100,000.00/yr

Job responsibilities include administering estates and trusts; preparing accountings, estate, gift, and income tax returns, and petitions, waivers, and other court-related documents; handling electronic filings; and communicating with clients, courts, and financial institutions.

Qualifications

• Exceptional verbal, writing, organizational, and multitasking skills; professional demeanor; detail orientation; proactive work style; and the ability to work independently in a highly confidential environment are required.
• Three-plus years of current trusts and estates experience and a two- or four-year degree or paralegal certificate (or a similar combination of work experience and education) are desired.
• Strong financial skills (e.g., as evidenced by experience providing support in an accounting, commercial real estate, financial advisor, or brokerage environment) may be considered in lieu of the experience listed above.
• Working knowledge of Excel (e.g., experience using computational formulas) and a strong aptitude with other Microsoft Office products.
• Familiarity with various tax or accounting software programs is a plus.

Key Resource Group, LLC considers applicants for all positions without regard to gender, race, color, religion, national origin, ancestry, age, marital status, sexual orientation, pregnancy, physical or mental disability, citizenship, veteran status, gender expression and/or identity, or any other class protected by federal, state, or local laws. Key Resource Group, LLC is an equal opportunity employer.

Seniority level

Associate

Employment type

Full-time

Job function

Administrative and Legal

Industries

Legal Services

Benefits

• Medical insurance
• Vision insurance
• 401(k)

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