Private Wealth Services Paralegal

A prominent law firm is seeking a Private Wealth Services Paralegal to join their Fort Lauderdale office. This is an in-office role supporting a team of high-performing attorneys. The ideal candidate is professional, resourceful, and thrives in a fast-paced environment with evolving priorities.

About the Role

The Private Wealth Services Paralegal will primarily assist attorneys in estate administrations and drafting of various estate planning instruments. Must perform in an organized, efficient manner, and be willing to support the department with high level paralegal work and special projects as needed. Candidate should also be flexible to work overtime as needed.

Key Responsibilities

• Included, but are not limited to, probate and post-death trust administration (including preparation of probate - pleadings and trust administration documents).
• Filing probate documents with courts throughout the State of Florida and managing dockets.
• Marshaling and obtaining values of estate assets.
• Assisting in the preparation of federal estate and, less frequently, gift tax returns.

Q ualifications

Skills & Competencies

• The successful candidate will be a team player with a positive attitude who is able to maintain a consistently high standard of service.
• Must be a self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented.
• The ideal candidate will have exemplary organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure, multi-task and set priorities while meeting deadlines in a fast-paced environment.

Education & Prior Experience

• Bachelor’s Degree required, Certificate in Paralegal studies from an accredited institution preferred; equivalent experience considered
• Paralegal certification a plus
• Minimum of five (5) years of experience in a medium to large size law firm.
• Must be able to independently, with attorney oversight, handle all aspects of estate and trust administration.
• Experience in estate and gift tax preparation preferred, but not required.

Technology

• Proficiency with Windows-based software and Microsoft Word, Excel and Outlook are required