Campus Pride Jobs

Description

We are inviting applications for the role of a Paralegal, based in Atlanta, Georgia. The successful candidate will primarily be involved in estate planning and wealth transfer services, working closely with high-net-worth clients. The role is a part of a dynamic team that focuses on delivering exceptional services to our clients.

• Engage in the accurate gathering, organization, and synthesis of client data, including estate planning documents, financial statements, and tax returns

• Prepare Wealth Transfer Advisory Service deliverables such as Wealth Transfer Diagrams, Reports, and Audits

• Review Wealth Transfer Advisory Service deliverables prepared by team members to ensure consistency and accuracy

• Draft estate planning considerations for review by Wealth Transfer Advisor or Director of Wealth Transfer

• Preparation and review of fiduciary income tax returns, gift tax returns, estate tax returns, and charitable trust returns

• Manage deceased client cases independently, ensuring all necessary procedures are followed

• Act as a resource for advisors, clients, and service representatives by answering estate planning related queries and account titling and beneficiary designation questions

• Participate in the development of Wealth Transfer workflows and advisor support systems

• Cultivate and maintain strong client and advisor relationships to ensure excellent client service

• Assist in the creation of estate planning content for various platforms

• Contribute to team efforts by providing assistance and filling in for others when necessary.

Requirements

• Proven expertise in Estate Planning and Probate & Estate Administration

• 3-10 years of professional related experience

• Experience in client interfacing with high-net-worth individuals

• Exceptional communication and interpersonal skills

• Ability to work under pressure and meet strict deadlines

• Proficiency in using legal research platforms and legal databases

• Demonstrated ability to maintain strict confidentiality and discretion

• Excellent organizational skills with high attention to detail

• Strong understanding and adherence to legal and ethical standards

• Ability to work both independently and collaboratively within a team.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .