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Trust Administration Paralegal

đź•’ August 27

🇺🇸 United States – Remote

đź’µ $1.4k - $1.7k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

đź’Ľ Paralegal

đź‘» Ghost score 32%

infoinfo

🗣️🇪🇸 Spanish Required

Apply Now
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Job Duck

201 - 500 employees

đź’Ľ Consulting

📣 Marketing

⚖️ Legal

Consulting • Marketing • Legal

Job Duck is a company specializing in connecting individuals with remote job opportunities for United States-based businesses. The company offers a variety of positions including legal assistants, marketing assistants, executive assistants, and case managers. Job Duck emphasizes helping people build careers by working from home, ensuring a good work-life balance while providing support and resources for career development. The focus is on remote, full-time positions that are well-compensated and offer a range of professional opportunities.

đź“‹ Description

• Support attorneys in developing and implementing legal strategies • Prepare Judicial Council forms and supporting legal paperwork • Collaborate with attorneys and team members to improve case workflows and office procedures • Handle trust administration, trust management, and conservatorship matters • Track and record billable and nonbillable time entries • Manage assigned caseloads and ensure timely progress of all matters • Manage legal calendaring and schedule important deadlines • Provide exceptional client service through clear, professional communication • Prepare reports, correspondence, chronologies, and legal summaries • Organize, summarize, and maintain case related information • Maintain electronic and physical case files • Coordinate and prepare materials for hearings, mediations, and attorney meetings • Monitor deadlines, milestones, and court related requirements • Communicate with clients, experts, courts, and third parties to provide updates and gather information • Conduct legal research and case analysis related to trust administration, probate, and conservatorship matters • Submit forms, legal filings, and supporting documentation • Perform document review and case assessments • Review California Probate Code, California Rules of Court, and applicable local rules • Draft motions, pleadings, petitions, affidavits, declarations, subpoenas, agreements, court orders, and other legal documents

🎯 Requirements

• Minimum 2 years of experience working as a paralegal, legal assistant, or legal secretary • Experience working with California Trust Administration processes is required • Strong understanding of trust administration procedures, trust management matters, and conservatorship cases • Associate Degree in Paralegal Studies or Legal Assistant Studies • Bachelor's Degree preferred but not required if the minimum experience is met • Extensive knowledge of California Trust Administration procedures • Experience handling trust administration, probate, and conservatorship matters • Strong case management and legal document preparation skills • Ability to manage deadlines and prioritize workload effectively • Excellent written and verbal communication skills in English • Strong legal research and analytical abilities • Client focused mindset with a professional and empathetic approach • Highly organized and detail-oriented work style • Self starter with the ability to work independently • Strong problem solving and critical thinking skills • Accountability and commitment to quality work • Adaptability and willingness to learn new systems and technologies • Time management and multitasking abilities • Professional judgment and discretion when handling sensitive information • Strong collaboration skills and ability to work effectively with attorneys and legal teams • Remote, Pacific Standard Time (PST) • Monday to Friday • Light expected call volume (5 calls per day on average) • Proficiency with Clio Manage, Dialpad, Microsoft Word, Microsoft Excel, PDF Software, Legal Calendaring Software, Judicial Council Forms, and Lawya • English and Spanish languages listed

🏖️ Benefits

• Remote job opportunity • Great Place to Work Certification environment • Recruiter guidance through the application process

Apply Now

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