Law Office of Eden Rose Brown
Location
Salem, OR | United States
Job description
Are you a Trust Administration and Probate specialist or paralegal looking for an exciting position that will utilize your talents and inspire you to reach your full potential? If so, the Law Office of Eden Rose Brown, LLC encourages you to apply!
Our firm, headquartered in beautiful Salem, Oregon has over the last 25+ years earned a national reputation for helping caring clients create, preserve, and protect meaningful legacies for themselves and their loved ones. We help our clients and their families transition the legacy of their loved ones with compassion, competence, and kindness.
Responsibilities:
- As our senior Administration Paralegal, you will work with settlement counsel to ensure the clients’ trust estates are administered efficiently, smoothly, and accurately.
- You will communicate directly with the Trustee and the client’s professional team to review estate planning documents, inventory assets, assess the date of death values, and build a complete picture of the deceased’s financial assets and distribution plan.
- You will facilitate the administration process from beginning to end including meeting with Trustees and family members, gathering information, creating asset schedules and spreadsheets, confirming beneficiary designations, obtaining tax ID numbers, coordinating estate tax returns and 1041s, and drafting legal documents.
- Ultimately, you will be responsible for ensuring trust assets are properly distributed to designated beneficiaries and final accountings are completed and filed.
- This position requires the quiet confidence necessary for dealing with sensitive, confidential information regarding affluent clients and complex assets.
- You will interact and build relationships with our clients, their family members, their CPAs, financial advisors, and other professionals, in person, via email, and over telephone and video. If you enjoy working with people, can work independently, and are comfortable with numbers and spreadsheets, please keep reading.
Qualifications:
- Bachelor’s Degree with a major in Accounting, Business, Finance, Economics, or another related field and/or at least 3 years of experience in estate planning, estate, and trust administration, or related field.
- A basic familiarity with the Oregon and federal estate tax system and Oregon Uniform Trust Code.
- Proven aptitude with Microsoft Word, Excel, PowerPoint, and Outlook.
- Excellent communication and grammar skills.
- Highly organized with superior attention to detail.
About Company:
At The Law Office of Eden Rose Brown, our practice is devoted to serving our clients throughout Salem and Portland Oregon in estate planning, asset protection, planning for minor children, and planning for pets. The foundation of our practice is delivering outstanding service that our clients expect and deserve.
In addition to competitive rates, we also offer the following:
Health/DentalSimple IRA matchingPTO and Sick LeaveOutstanding company cultureTraining/Education
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