Trusts & Estates Paralegal — Growth, Impact & Development

Ballard Spahr LLP

Philadelphia (Philadelphia County)

On-site

USD 60,000 - 75,000

Full time

8 days ago

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Benefits offered by this job

Benefits package

Job summary

Ballard Spahr LLP, a nationally recognized law firm with more than 750 lawyers, seeks a Trusts and Estates Paralegal in the Private Client Services team under supervision of a Business and Transactions lawyer to assist senior paralegals and administer estates and trusts, posting account information to fiduciary software.

Responsibilities include maintaining fiduciary records, preparing accountings, probate documents, and valuing decedent assets while coordinating with clients and advisors.

Qualifications

Bachelor’s degree or paralegal certificate preferred.
Experience in Trusts and Estates sought.
Proficiency with accounting and tax software and MS Office tools.

Responsibilities

Maintain fiduciary accounting records and prepare accountings.
Prepare probate documents and related papers.
Identify, gather and value decedent assets for estate administration.
Interact frequently with clients and their advisors.

Skills

Detail-Oriented

Growth Mindset

Communication

Education

Bachelor's degree

Paralegal certificate

Tools

OneSource/Zane

GEMs

ProSystem fx

Outlook

Word

Excel

Job description

Responsibilities include maintaining fiduciary records, preparing accountings, probate documents, and valuing decedent assets while coordinating with clients and advisors.

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