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Title : Paralegal

Location : Pennsylvania - Philadelphia
Refer to Job # GUPK705751

Paralegal Duties: Heavy contact with clients, trustees and managing attorneys on all aspects of trust work. Routine and complex financial transactions: Initiate fiduciary accounts, as needed; correspond with clients and/or representatives regarding funding needs for trusts. Process all payments/distributions from trusts. Maintenance of all trust asset records, including insurance policy records, real estate holdings, stock holdings and stock warrant holdings. Monitor and process all quarterly and annual federal and state tax payments, tax bills, and property tax bills;. Track, review and process fiduciary tax returns for Trustees. Track and calculate interest due on loans to and from the trust. Prepare and process gift tax returns. Draft trust-related documents. Family Office services for specific clients (maintenance of client-related original and corporate document files; respond to clients and client representatives related to same). Qualifications: A four-year college degree or paralegal certificate required. Experience with basic computer programs (including Excel) and familiarity with basic accounting functions. Requires a professional with the ability to communicate and interact effectively with attorneys, paralegals, clients, brokers, banks and insurance agents. 2+ years experience in trust administration, the ability to balance multiple tasks in a fast paced environment, the ability to manage confidential information with discretion and a desire to grow.

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