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Probate & Trust Administration Paralegal

Veliz & Associates, PA.
locationCoral Gables, FL, USA
PublishedPublished: 6/14/2022
Legal
Full Time

Job Description

Job Description

Probate and Trust Administration Paralegal in Coral Gables, FL, US


Are you a legal professional with a strong desire to help others? Are you skilled at managing people who are facing challenging circumstances? Are you meticulous and thrive with process-oriented work?


Our top-tier estate-planning and probate law firm is looking for an experienced paralegal to manage their own caseload of probate files, including trust administration.


Your role will be crucial in driving the probate process and guiding clients along the way: offering advice, understanding, effective communication, and concierge care at every step.


This role presents an opportunity to make a significant difference in the lives of those dealing with intricate probate issues. If you are a driven, seasoned paralegal who excels in a client-centered, fast-paced setting, we invite you to apply today!


This position is full-time, on-site in Coral Gables, Florida. Fluent Spanish is required.

Compensation:

$75,000 - $85,000 yearly

Responsibilities:

  • Provide exceptional service to clients in Coral Gables, FL, ensuring a seamless and positive experience throughout.
  • Regular, effective communication with clients.
  • Work closely with the supervising attorney to navigate probate from beginning to end.
  • Prepare probate notices, documents, pleadings, corporate agreements, and other legal documents for attorney review with a focus on precision and excellence.
  • Navigate financial institutions and courts efficiently, ensuring all required filings are submitted timely manner and meet deadlines.
  • Assist in registering new corporate entities as needed.
  • Coordinate probate with trust administration, ensuring the proper disposition of assets.
  • Manage workload proactively, prioritizing tasks effectively to meet the needs of clients and the legal team.
  • Strive to exceed monthly key performance metrics consistently.

Qualifications:

  • The ideal candidate will have 2+ years of experience in estate planning and probate, and 1 year in corporate law.
  • Paralegal certification will provide an advantage.
  • Attention to detail is crucial, demonstrating the ability to prepare and review documents with precision.
  • Exceptional time management and organizational skills are required for this role.
  • Strong communication skills in English and Spanish are essential for client interactions and legal documentation.
  • Problem-solving skills are a must, with a resourceful approach to overcoming challenges and assisting clients with external issues.
  • Dependability is key, requiring consistent reliability, responsibility, and proactivity in completing tasks.
  • Technical proficiency with Microsoft Office applications such as Outlook, Word, and Excel is desirable.

About Company

Why Join Us?

For 35+ years, Veliz and Associates, P.A., has protected family legacies with care and integrity. Our concierge-level service has earned us a trusted reputation in the Miami-Dade area, and that same commitment extends to our team.

Led by Ana Veliz, founder and attorney, we foster a professional, supportive environment where your work is valued and your growth is encouraged through mentorship, training, and career advancement.

If you’re ready to build on your career with a respected, client-focused firm, we’d love to have you on board.

What We Offer:

  • Competitive salary commensurate with experience plus performance incentives.
  • Strong potential for long-term career growth
  • Autonomy in practice and a challenging work environment.
  • 2 weeks of paid vacation annually
  • Paid legal holidays
  • Health insurance
  • Quarterly office luncheons
  • Annual performance reviews with potential salary increases
  • Continuing education and professional development opportunities.

We can't wait to review your application.

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