The Paralegal will report to the Paralegal Manager and Paralegal Coordinator and be responsible for working with the members of the Private Client Services (PCS) Group Attorneys on trusts and estates related matters. This position will work out of our Rancho Santa Fe office.
1. Utilizing strong organization and client relations skills, assist in the preparation and/or filing of trust and probate related documents;
2. Compiling information and/or completing forms required for estate and gift tax returns;
3. Assisting with trust accounting and trust funding related tasks; and
4. All other substantive duties as assigned to support the Private Client Service Group’s practice.
Qualifications and Working Environment:
May include oversight of support personnel.
The Paralegal will work primarily with the other members of the firm-wide Corporate Department. Communication with other firm personnel and people outside of the firm may be required to accomplish the duties of the position.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions .
Licenses / Certifications
- Four year college degree required.
- Paralegal certificate required.
- Minimum of 1 year of trust and estate specific paralegal experience required.
- Proficient in Spanish.
- Strong verbal, written, analytical, organizational and interpersonal skills
- Effective time management.
Hardware / Software
- Handle multiple assignments
- Meet deadlines
- Recognize and comprehend facts and legal concepts
- Maintain and update databases
- Local travel
- Proficient in MS Office Suite 2010 and other best of breed applications.
Personal characteristics that contribute to success in this position are as follows: Strong work ethic; high achiever; high degree of personal responsibility and accountability; strong desire to succeed and “make a difference”; and strong intuitive skills
Physical Environment and Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Normal office environment with little exposure to excessive noise, dust, temperature and the like.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities or requirements.
McKenna Long & Aldridge LLP - 17 months ago