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Paralegal - Trusts & Estates

Company: Husch Blackwell
Location: Saint Louis
Posted on: September 24, 2022

Job Description:

Husch Blackwell, LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. We have an immediate opening for aTrusts & Estates Paralegal in the Financial Services & Capital Markets Unit inour St. Louis, MOoffice.SCOPE OF RESPONSIBILITIES:The paralegal is responsible for a full range of estate planning matters by providing assistance to the Firm's attorneys and senior paralegals in administering estates, funding revocable and irrevocable trusts, preparing documents, and client case management.ESSENTIAL JOB FUNCTIONS:

  • Prepare/assist with preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns.
  • Maintain financial records of trusts; perform trust accounting; audit accounts.
  • Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
  • Obtain and reconcile 1099 and K-1 statements.
  • Revocable and irrevocable trust funding and administration (pre and post death).
  • Probate administration, including drafting of probate pleadings.
  • Maintain close personal contact with clients and financial advisors.
  • Meet annual billable hour requirement of 1500 hours.
  • Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
  • Independently organize and manage files or delegate similar tasks to Records Clerk and supervise same.
  • Maintain professional demeanor and attitude.
  • Comply with firm policies.
  • Sustain attention to detail and quality of work.CORE REQUIREMENTS:
    • Ability to deliver superior service to all internal and external customers and communicate effectively.
    • Ability to interact in a professional and courteous manner with clients and employees at all times; professional appearance required.
    • Ability to successfully perform position requirements with excellent organizational, time-management and prioritization skills required.
    • Ability to work collaboratively within a team; ability and willingness to adapt to changing business demands.
    • Ability to produce acceptable amount of work efficiently and accurately; ability to produce quality final work product.POSITION-SPECIFIC REQUIREMENTS:
      • 5 or more years Trusts & Estates experience preferred.
      • Two-year degree required. Bachelor's degree or Paralegal certificate from ABA approved program preferred; significant, substantive related experience may be considered in lieu of formal education.
      • Excellent communication, analytical, and organizational skills.
      • Proven success working in a fast-paced, continually changing environment.
      • Ability to prioritize; excellent time management.
      • Corporate and Real Estate experience a plus.
      • Proficiency with Microsoft Office applications.
      • Familiarity with tax and trust accounting software (GEMS, BNA, ProSystems, EVP).
      • Experience with document database programs and/or software.
      • Significant client case management experience.
      • Exceptional attention to detail.
      • Ability to interact effectively and professionally and provide exceptional service, internally and externally, at all times.
      • Highly organized, able to prioritize workflow and manage projects.
      • Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.PHYSICAL REQUIREMENTS:
        • The physical activity of this position: --- Reaching. Extending hand(s) and arm(s) in any direction.--- Pushing. Using upper extremities to press against something with steady force in order to thrust forward, downward or outward.--- Pulling. Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion.--- Fingering. Picking, pinching, typing or otherwise working, primarily with fingers rather than with the whole hand as in handling.--- Grasping. Applying pressure to an object with the fingers and palm.--- Feeling. Perceiving attributes of objects, such as size, shape, temperature or texture by touching with skin, particularly that of fingertips.--- Talking. Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.--- Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.--- Repetitive Motion. Substantial movements (motions) of the wrists, hands, and/or fingers.The physical requirements of this position: --- Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.The visual acuity requirements including color, depth perception, and field vision: --- The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.The conditions the worker will be subject to in this position: --- The worker is not substantially exposed to adverse environmental conditions (such as in typical office or administrative work).We offer competitive compensation and a comprehensive benefit package including medical, dental, vision, 401K, and much more.When applying please include a cover letter and r--sum--.EOE/Minority/Female/Disabled/Vet. Principal Applicants Only

Keywords: Husch Blackwell, St. Louis , Paralegal - Trusts & Estates, Legal , Saint Louis, Missouri

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