Trust Administration Paralegal
Monzingo Legal has partnered with a well established Dayton, Ohio law firm seeking an top notch Trust Administration Paralegal to join their team. This position will support their Trust Administration Department, a great opportunity to grow a Paralegal career. This is an immediate direct hire opportunity. Bonus potential!
Must have a trust administration paralegal experience. The primary role will be to prepare trust accountings. Excel proficiency required.
Responsibilities:
– Assisting with all phases of estate and trust administration
– Prepare pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration
– Monitor and maintain the estate administration and trust administration
– Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
– Gather information regarding the assets and debts of an estate and/or trust
– Overseeing and transfer of assets
– Preparation of estate/trust accountings
– Client contact and follow up
Qualifications:
– 2+ years of trust administration and estate related paralegal experience with a law firm (Required).
– 2+ years of college, Paralegal Certificate or equivalent work experience (Preferred).
– Experience with Excel a must (Advanced).
Compensation and Benefits
Competitive base salary, employee insurance benefits, PTO, retirement plan with a match, and profit sharing plan, after a waiting period. Bonus potential!
Please apply with a current resume for immediate consideration.
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Monzingo Legal has partnered with a well established Dayton, Ohio law firm seeking an top notch Trust Administration Paralegal to join their team. This position will support their Trust Administration Department, a great opportunity to grow a Paralegal career. This is an immediate direct hire opportunity. Bonus potential!
Must have a trust administration paralegal experience. The primary role will be to prepare trust accountings. Excel proficiency required.
Responsibilities:
– Assisting with all phases of estate and trust administration
– Prepare pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration
– Monitor and maintain the estate administration and trust administration
– Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
– Gather information regarding the assets and debts of an estate and/or trust
– Overseeing and transfer of assets
– Preparation of estate/trust accountings
– Client contact and follow up
Qualifications:
– 2+ years of trust administration and estate related paralegal experience with a law firm (Required).
– 2+ years of college, Paralegal Certificate or equivalent work experience (Preferred).
– Experience with Excel a must (Advanced).
Compensation and Benefits
Competitive base salary, employee insurance benefits, PTO, retirement plan with a match, and profit sharing plan, after a waiting period. Bonus potential!
Please apply with a current resume for immediate consideration.

Position Contact
Mary Beth Monzingo Link, CPC
(239) 770-8823 Direct | (800) 213-0991 Fax
mb@monzingolegal.com