Trust Administration Assistant jobs in Kannapolis, NC

Estate and Trust Administration Paralegal

Brinkley Walser Stoner, PLLC

10 LSB Plaza

Lexington, North Carolina 27292

www.brinkleywalserstoner.com

About the Organization:

The attorneys at Brinkley Walser Stoner provide professional legal representation across a wide range of practice areas. We pride ourselves on providing the same range of high-quality, specialized legal counsel as "big city law firms," while still maintaining the same client-focused traditions and community-oriented values of a "small-town practice."

Job Description:

Full-time position in Lexington, North Carolina, working in estate and trust administration.

Job Duties & Responsibilities:

• Meet with the client to review and analyze will and trust provisions.
• Draft application for probate and supporting documents.
• Meet with the client to review the estate/trust administration process.
• Notify heirs, devisees, and creditors of the probate proceeding.
• Assist personal representative and/or client in collecting death benefits such as life insurance and social security benefits.
• Collect information and evaluate assets for inventory and appraisal.
• Maintain financial records of the estate.
• Prepare simple deeds, stock certificates, and related transfer documents needed in estate administration/distribution per the will and trust provisions or in the event of administration by intestacy (ie: without a will).
• Assist others in the office on an as-needed basis.
• General office duties.

Required Skills & Abilities:

• Communicate effectively and compassionately with clients and staff.
• Reliability, resilience, and strong work ethic.
• Strong attention to detail.
• Work collaboratively and independently.
• Possess a comfort level with deadlines and managing numerous estate files.
• Competence with office equipment, computers, word processing, and relevant software.
• Respect for confidentiality and information.

Paralegal education and estate administration experience are preferred but are not necessary. We are willing to teach and train the right candidate.

Job Type: Full-time

Pay: $20.00 - $24.00 per hour

Expected hours: 39.50 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Do you have previous experience working in a law office?

Education:

• Associate (Preferred)

Experience:

• Microsoft Office: 2 years (Required)

Work Location: In person