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CWF - Paralegal - Trust Company

Company: Apex Systems
Location: Saint Louis
Posted on: January 27, 2023

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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