Legal Staff Paralegal in Miami, FL

Job Description:
Ability to work in a fast-paced environment


Salary:

The salary for this role is commensurate with experience.


Wealth Management, Trust & Estates, Estate Administrator - VP

J.P. Morgan's Global Trusts & Estates Practice is looking for a VP Estate Administrator to join its team. This is an integral part of the services we offer to clients, and it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.

The VP Estate Administrator will be responsible for:

* Opening estate or trust accounts
* Interpreting the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records
* Analyzing Wills and trust documents for legal, tax, administrative and investment issues and coordinating delivery of services
* Overseeing day to day administration of accounts, and proactively managing account base in an effort to avoid and minimize service and operational issues
* Identifying risk that might be incurred in connection with an estate or trust
* Utilizing risk management tools, such as the overdraft report, daily transaction report, Administrative Review, and the Variance Report
* Working with Tax Officers and trust counsel to resolve tax issues
* Developing relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the decedent and or grantor s purposes and meet the needs of the beneficiaries
* Assisting the Estate Officer to maintain current information on beneficiaries and their changing needs and circumstances
* Assisting the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business
* Cross-selling of JPM products/services
* Maintaining and developing strategies for increasing business with current clients
* Professional advisor cultivation
* Devoting time to personal development and training


The ideal candidate should have:

* Bachelor s degree
* Relevant experience in the trust and estates industry
* Advanced degree such as JD or paralegal certificate, with paralegal experience in trust and estate practice preferred
* Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
* Client servicing skills
* Teamwork and personal effectiveness skills
* Cross selling and retention skills
* Ability to work in a fast-paced environment

The salary for this role is commensurate with experience.

J.P. Morgan's Global Trusts & Estates Practice is looking for an experienced VP Estate Administrator to join its team. The successful candidate will be responsible for the opening of estate or trust accounts, interpreting the governing instrument and applicable law to ensure the proper set-up of account records, analyzing Wills and trust documents for legal, tax, administrative and investment issues and coordinating delivery of services. They will also be responsible for overseeing the day to day administration of accounts, identifying risk that might be incurred in connection with an estate or trust, utilizing risk management tools, and working with Tax Officers and trust counsel to resolve tax issues. Additionally, they will be responsible for developing relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the decedent and or grantor s purposes and meet the needs of the beneficiaries, assisting the Estate Officer to maintain current information on beneficiaries and their changing needs and circumstances, and assisting the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.

The ideal candidate should have:

* Bachelor s degree
* Relevant experience in the trust and estates industry
* Advanced degree such as JD or paralegal certificate, with paralegal experience in trust and estate practice preferred
* Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
* Client servicing skills
* Teamwork and personal effectiveness skills
* Cross selling and retention skills
* Ability to work in a fast-paced environment

The salary for this role is commensurate with experience.

## Summary

Company is looking for an experienced VP Estate Administrator to join its Global Trusts & Estates Practice. This is an integral part of the services we offer to clients, and it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. The VP Estate Administrator will be responsible for the opening of estate or trust accounts, interpreting the governing instrument and applicable law to ensure the proper set-up of account records, analyzing Wills and trust documents for legal, tax, administrative and investment issues and coordinating delivery of services, overseeing the day to day administration of accounts, identifying risk that might be incurred in connection with an estate or trust, utilizing risk management tools, and working with Tax Officers and trust counsel to resolve tax issues. Additionally, they will be responsible for developing relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the decedent and or grantor s purposes and meet the needs of the beneficiaries, assisting the Estate Officer to maintain current information on beneficiaries and their changing needs and circumstances, and assisting the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.

Apply Now