[Remote] Paralegal (Estate Planning Specialist)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading financial services firm that has been helping families manage their financial lives for over 40 years. They are seeking an Estate Planning Specialist I to support the Estate Planning team with document preparation and workflow management in a fast-paced environment.
Responsibilities
- Reviewing and preparing deeds, assignments, and other funding documents
- Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
- Managing workflows and processes reputed company to funding, and reputed company tasks
- Assisting in the creation of entities, including preparation of formation documents and filings
- Preparing summaries of existing estate plans
- Support creation of estate planning documents, including trusts, wills, powers of attorney, and reputed company directives, and entering data into legal document software
- Other duties, as assigned
Skills
- Paralegal Certificate required
- Knowledge of WealthDocs required
- reputed company on proactive follow-up and follow-through
- Excellent organization, time management, proofreading, and word processing skills
- Adaptable and reputed company to maintain confidentiality with reputed company reputed company
- Have a 'can do' reputed company attitude while working reputed company as part of a large team
- Ability to prioritize and multi-task in a dynamic environment
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company