CWF - Paralegal - Trust Company
Company: Apex Systems
Location: Saint Louis
Posted on: January 27, 2023
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Job Description:
Job#: 1318953Job Description:Job title: ParalegalLocation: St.
Louis MO (Hybrid Schedule)Contract layout: 1/23/23 - 12/29/23**If
interested, please email your most up to date resume to
stbrewer@apexsystems.com**Contractor will serve as a resource for
team of 13 Estate Settlement Officers to administer trusts and
probate estate for Edward Jones Trust Company clients. Duties and
tasks will include, but not be limited to:Researching possible
Trust and Estate accounts and assets and helping marshal those
assets.Serving in-office as part of dual control over TPP and other
trust assets held by EJTC that need to be appraised, sold,
distributed, etc.Processing paperwork to assist with settlement of
probate estate.Researching options to address assets within estate
settlement work (car titles & transfers, etc).Coordinating multiple
requests and projects from multiple Estate Settlement Officers at
once, staying on top of deadlines and communicating status updates,
managing & resetting expectations when all requests cannot be
completed.Researching and completing process for collecting bank
accounts, life insurance policies, annuities, etc.High energy high
performing team to work with. Team is collaborative and willing to
help contractor learn the "why" to help them process the work
correctly and efficiently.Opportunity to learn the details of
estate settlement and probate work.Opportunity to drive your work
and performance while still having the resources of a team and
company (legal, tax, and other professionals).Opportunity to build
a long-standing relationship with EJ Home Office
associates.Position RequirementsExperience as a paralegal in estate
settlement work, probate work, or other work related to estate
planning.OrganizedAbility to manage multiple tasks from multiple
people and completing tasks correctly and on time.Ability to
prioritize and shift priorities if an urgent task comes in
including willing and able to ask questions if unsure of priority
or communicate with those impacted if priorities must
change.Excellent communication skills.Selected candidate will need
to be at minimum in the office 3 days a week. Will be able to work
remotely 2 days a week.**If interested, please email your most up
to date resume to stbrewer@apexsystems.com***EEO EmployerApex
Systems is an equal opportunity employer. We do not discriminate or
allow discrimination on the basis of race, color, religion, creed,
sex (including pregnancy, childbirth, breastfeeding, or related
medical conditions), age, sexual orientation, gender identity,
national origin, ancestry, citizenship, genetic information,
registered domestic partner status, marital status, disability,
status as a crime victim, protected veteran status, political
affiliation, union membership, or any other characteristic
protected by law. Apex will consider qualified applicants with
criminal histories in a manner consistent with the requirements of
applicable law. If you have visited our website in search of
information on employment opportunities or to apply for a position,
and you require an accommodation in using our website for a search
or application, please contact our Employee Services Department at
employeeservices@apexsystems.com or 844-463-6178.Employee
Type:ContractLocation:Saint Louis, MO, USJob Type:Date
Posted:January 4, 2023
Keywords: Apex Systems, St. Louis , CWF - Paralegal - Trust Company, Other , Saint Louis, Missouri
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