Trusts & Estates Paralegal - Hybrid
$70,000–$100,000 year
HybridRochester, New York, United States
Rochester, New York, United StatesHybridFull Time$70,000–$100,000 year
Full Time
Job Summary
Administer estates and trusts by preparing accountings, estate, gift, and income tax returns, and petitions, waivers, and other court-related documents. Handle electronic filings and communicate with clients, courts, and financial institutions. Requires three-plus years of current trusts and estates experience, a two- or four-year degree or paralegal certificate, and strong financial skills including Excel proficiency. Hybrid schedule with excellent benefits. Key Resource Group, LLC supports multiple attorneys in a high-profile practice area.
Required Qualifications
- Exceptional verbal, writing, organizational, and multitasking skills
- Professional demeanor
- Detail orientation
- Proactive work style
- The ability to work independently in a highly confidential environment
Desired Qualifications
- Three-plus years of current trusts and estates experience
- A two- or four-year degree or paralegal certificate (or a similar combination of work experience and education)
- Strong financial skills (e.g., as evidenced by experience providing support in an accounting, commercial real estate, financial advisor, or brokerage environment)
- Working knowledge of Excel (e.g., experience using computational formulas)
- A strong aptitude with other Microsoft Office products
- Familiarity with various tax or accounting software programs
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