Trust & Estates Paralegal

JURISolutions Legal (JSL); Pennsylvania; On-site; USD 90,000 - 120,000; Full time

Job summary

JURISolutions Legal is seeking a Trust & Estates Administrator for a growing opportunity with a well-established law firm in Voorhees, New Jersey. The role blends traditional trust and estates paralegal duties with potential responsibilities in tax, accounting, wealth management, or financial advisory services, and involves direct interaction with high-net-worth clients and their advisors.

Responsibilities include preparing estate and inheritance tax returns, coordinating with attorneys and

Qualifications

• Bachelor's degree required.
• Minimum of 2 years of relevant experience.
• Background in trust and estates, tax preparation, accounting, wealth management, financial planning, or related fields.
• Strong client service and communication skills.
• Detail-oriented with excellent organizational abilities.

Responsibilities

• Prepare estate and inheritance tax returns.
• Communicate directly with high-net-worth clients and their advisors.
• Assist with trust and estate administration matters.
• Gather, organize, and analyze financial and estate-related information.
• Coordinate with attorneys, clients, financial institutions, and other stakeholders.
• Maintain accurate records and support ongoing client matters.

Skills

Client service

Communication

Attention to detail

Education

Bachelor's degree

Job description

JURISolutions Legal is seeking a Trust & Estates Administrator for a growing opportunity with a well-established law firm in Voorhees, New Jersey.

This unique role offers significant overlap with a traditional Trust & Estates Paralegal position but is also open to professionals with backgrounds in accounting, tax preparation, wealth management, or financial advisory services. The ideal candidate will be comfortable working directly with high-net-worth clients and managing matters related to estate and trust administration.

Responsibilities

• Prepare estate and inheritance tax returns
• Communicate directly with high-net-worth clients and their advisors
• Assist with trust and estate administration matters
• Gather, organize, and analyze financial and estate-related information
• Coordinate with attorneys, clients, financial institutions, and other stakeholders
• Maintain accurate records and support ongoing client matters

Qualifications

• Bachelor's degree required
• Minimum of 2 years of relevant experience
• Background in trust and estates, tax preparation, accounting, wealth management, financial planning, or related fields
• Strong client service and communication skills
• Detail-oriented with excellent organizational abilities

Compensation & Location

• Salary range: $90,000 to $120,000, depending on experience
• Based in Voorhees, NJ
• No billable hour requirement

This is an excellent opportunity for someone who enjoys working with clients, has a strong understanding of tax and financial matters, and is interested in building a career within the trusts and estates space.