Trusts and Estates Paralegal

Socket.dev; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; 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 ideal candidate has 5+ years’ experience and advanced knowledge of trust and estate administration, with discretion handling confidential information and strong client relations skills.

The firm emphasizes practical service to executors, trustees, and beneficiaries, offering opportunities to grow within a leading

Qualifications

• 5+ years of paralegal experience in trusts and estates.
• Advanced knowledge of administration of trusts and estates.
• Ability to manage confidential information with discretion.

Responsibilities

• Support attorneys in the Private Client, Trusts and Estates group.
• Assist with administration tasks for estates and trusts, including accounting and tax matters.
• Maintain client communication and protect confidentiality.

Skills

Trusts and Estates administration

Paralegal experience

Discretion/Confidentiality

Client rapport

Hybrid schedule

Job description

Cozen O’Connor is seeking a full-time Trust and Estate Administration Paralegal to support the Private Client, Trusts and Estates (“PCTE”) group in the Philadelphia office, on a 3/2 hybrid schedule.

The PCTE group has unsurpassed experience in representing executors, trustees, and beneficiaries in the full range of trust and estate administration matters, from the settlement of estates, to tax return preparation and audits, to ongoing trust accounting and implementation. PCTE is looking for a dedicated paralegal to support its attorneys in taking a practical and personalized approach to serving clients.

The ideal candidate will have 5+ years’ experience, advanced knowledge of the administration of trusts and estates, the ability to manage confidential information with discretion, strong interpersonal skills to build a rapport with clients, and a desire to grow in the position.

Known for its commitment to action and tangible results, Cozen O'Connor has rapidly grown to become one of North America's fastest-growing law firms. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle-market firms, startups, and high-profile individuals. Established in 1970, Cozen O’Connor has more than 1,000 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and middle market companies, Cozen O’Connor services its clients’ needs through 35 offices across two continents. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers. Cozen O'Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.

Cozen O’Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a breadth of perspectives and experience is necessary to provide the highest quality legal service.

Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.

Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.