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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.

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    Position Contact

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