Paralegal (Estate Planning Specialist)

Overview

An established financial services organization is seeking an Estate Planning Specialist I to join their team. This role supports Estate Planning Specialists and other team members by handling fast-paced, document-intensive tasks related to estate planning. The position requires strong attention to detail, excellent written and verbal communication skills, and the ability to work effectively in a team environment.

Responsibilities

• Review and prepare deeds, assignments, and other funding documents
• Coordinate with county recorders to ensure proper filing of deeds and supporting documents, verifying fees
• Manage workflows and processes related to funding and related tasks
• Assist in the creation of entities, including preparation of formation documents and filings
• Prepare summaries of existing estate plans
• Support the creation of estate planning documents such as trusts, wills, powers of attorney, and healthcare directives
• Enter data into legal document software
• Perform other duties as assigned

Requirements

• Paralegal Certificate required
• Knowledge of WealthDocs software required
• Strong organizational, time management, proofreading, and word processing skills
• Ability to maintain confidentiality
• Proactive follow-up and follow-through skills
• Positive, can-do attitude and ability to work well within a large team
• Ability to prioritize and multitask in a dynamic environment

Work Schedule

• Monday through Friday, 8:00 AM to 5:00 PM
• Occasional early or late hours may be required to meet business deadlines
• Non-exempt role requiring daily timekeeping including start/end times and a 30-minute unpaid lunch

Working Conditions

• Position may be based in a professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs will be provided
• Routine sitting and standing; no heavy lifting over 10 lbs

Compensation & Benefits

• Base pay range: $30 - $36 USD per hour, dependent on geographic location, experience, education, skills, and certifications
• Eligible for incentive compensation programs

Benefits include:

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental insurance options (Life & AD&D, Short-Term Disability, Accident, Critical Illness, Hospital Indemnity)
• Multiple medical plan options including High Deductible Health Plans and Traditional Co-Pay plans
• Health Savings Account (HSA) with company contributions for eligible plans
• Dental and Vision insurance plans
• Dependent Care Savings Account
• 14 company-paid holidays including a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave and Paid Parental Leave (8 weeks)
• Maternity benefits combining company-paid STD, supplemental STD, and parental leave
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for caregiving and life challenges
• 401(k) Retirement Plan with Traditional, Roth, and after-tax options including employer match
• Pet Insurance

Equal Opportunity

This employer is an equal opportunity employer and complies with all applicable federal, state, and local laws regarding non-discrimination and employment eligibility verification.

Additional Information

• This role is not open to unsolicited resumes from agencies or search firms.
• Accommodation requests during the application or hiring process can be made through the designated internal contact.

Location

Flexible work location options including professional office or remote home office setup.