Trusted Talent Jobs in Usa

Build a Career That Inspires. At InServ, our core value is clear: People, First. We invest in our teammates and empower you to bring your unique insights and ideas to work every day. If you’re a relationship‑driven recruiter who loves connecting top talent with meaningful opportunities, and you thrive in a fast‑paced environment where you can shape strategy, influence leaders, and elevate the candidate experience, this is your opportunity.

We’re looking for a Senior Talent Acquisition Specialist to lead full‑cycle recruiting and serve as a trusted talent advisor to hiring managers and senior leadership. In this highly visible role, you’ll help shape our workforce, strengthen our employment brand, and ensure we attract, engage and hire the outstanding talent that drives our mission forward.

WHAT YOU’LL DO

• Manage the end‑to‑end recruitment process for mid‑ to senior‑level professional roles, including intake meetings, sourcing, screening, interviewing, and offer negotiation.
• Deliver a seamless candidate experience by leading the interview process, clearly communicating the total rewards package, and delivering timely, thoughtful feedback to internal and external candidates
• Develop and execute proactive sourcing strategies using job boards, social media, networking, employee referrals, and industry events.
• Build and maintain strong talent pipelines for critical, niche and hard-to-fill roles.
• Designs, implements, and continuously enhances full-cycle recruitment and strategy for internship and apprenticeship programs, building strong talent pipelines and driving successful participant conversion.
• Partner with hiring managers to define job requirements, create job postings, and align on sourcing plans.
• Provides strategic guidance to managers to improve recruiting methods and create more efficient processes.
• Advise on the development of competitive, financially responsible, and equitable offer packages for internal and external talent.
• Apply advanced recruiting expertise to cultivate trusted, results-driven relationships through sound judgment, proactive communication, and credibility.
• Monitor key recruiting metrics (time-to-fill, quality of hire, pipeline health) to identify opportunities for continuous improvement.
• Lead enablement initiatives across TA systems, workflows, tools, and processes to support scalable, modern recruiting operations.
• Support employer brand initiatives, such as recruitment marketing materials, career site enhancements, and social media storytelling.
• Provide guidance and mentorship to recruiting coordinator.

WHAT YOU’LL BRING

• Clearly articulates InServ’s Mission, Values, and competitive advantages
• Has strong sourcing skills and experience with modern recruiting tools, ATS platforms, and LinkedIn Recruiter
• Works collaboratively, moves with urgency, and strives for shared success
• Can juggle multiple priorities in a fast‑paced environment
• Demonstrates professionalism, confidentiality, and sound judgment
• Uses a data‑driven approach to guide decisions and recommendations
• Deep experience recruiting within the industrial construction industry

TRAVEL

Ability to travel to recruiting events, job fairs or job sites as required.

WHY INSERV?

• Competitive pay that rewards your impact
• Professional development and continuous learning opportunities
• 401(k)
• Health, Dental and Vision Insurance
• Paid Time Off (PTO)
• Tuition reimbursement

COMPANY OVERVIEW

Founded in 1992, InServ is a full-service industrial contractor serving the life sciences, advanced manufacturing, and food and beverage sectors. We specialize in mechanical, electrical and instrumentation, hygienic piping and HVAC trades. Operating from multiple locations across North Carolina, we serve clients throughout the Southeast. Our success is built on an unwavering commitment to safety, quality, and schedule adherence.

InServ is proud to be equal opportunity employer committed to building a diverse and inclusive workforce. We consider all qualified applicants without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, genetic information, or any other characteristic protected by law.

Are you a dedicated Trusts & Estates attorney looking to make a real difference in the lives of clients while advancing your career in a supportive, collaborative law firm? If so, this is the opportunity for you.

Scion Staffing has been engaged to lead the search for a Trust Administration Attorney on behalf of a highly respected California-based law firm with an outstanding reputation for integrity, client service, and legal excellence. This full-time, hybrid role is based in Pasadena, CA and offers the chance to join a firm deeply committed to both its clients and community.

POSITION OVERVIEW:

As an Associate Attorney (Trust Administration), you'll take ownership of trust administration and estate matters from start to finish, ensuring that every client receives exceptional legal counsel and service. You'll also provide guidance and mentorship to legal staff while working closely with senior counsel and partners. This is an opportunity for an attorney who is ready to step into a leadership role while still engaging deeply in meaningful client-facing work.

Why You'll Love This Role:

• Work with sophisticated, high-value trust administration matters and directly impact families' financial security and legacy planning.
• Join a firm with a collaborative, team-oriented culture that values mentorship, professional growth, and community impact.
• Enjoy a competitive salary, performance-based incentives, and benefits package designed to support both your career and personal well-being.
• Hybrid flexibility in Pasadena with the ability to balance office collaboration and focused remote work.

Responsibilities:

• Lead and manage a portfolio of trust administration and estate matters, ensuring accuracy, compliance, and client satisfaction.
• Draft, review, and manage trust documents, accountings, petitions, and related filings.
• Provide strategic legal advice in areas such as trust administration, estate planning, tax, and real estate.
• Supervise and mentor paralegals and support staff.
• Build and maintain lasting client relationships while identifying opportunities for growth and firm impact.

Qualifications:

• Juris Doctor (JD) and active California Bar membership in good standing.
• Demonstrated experience in trust administration and estate law.
• Strong legal drafting, research, and communication skills.
• Proven ability to manage complex client matters and mentor team members.
• A passion for serving clients with integrity, excellence, and care.

Compensation & Benefits:

• Base salary: $145,000+ (commensurate with experience).
• Performance bonuses with OTE potential exceeding $210,000.
• Full medical, dental, and vision coverage.
• 401(k) with employer contributions.
• Generous PTO and ongoing professional development support.

ABOUT OUR SEARCH FIRM:

Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, equitable, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates Litigation Practice Group, representing a diverse client base including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

The ideal candidate will have five or more (5+) years of dedicated experience in trust, estate, and conservatorship litigation in California. The role offers the successful candidate the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal. Minimum billable hours are 1610/yr. Attorneys meeting or exceeding that goal may increase their earnings significantly through the firm's tiered bonus program. The annual base salary for the position is $165,000 to $195,000/yr., depending upon attorney experience, skills, and qualifications. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range to $245,000 at the higher end.

RESPONSIBILITIES

• Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to (a) will and trust contests (e.g., undue influence, lack of capacity, fraud); (b) breach of fiduciary duty claims against trustees, executors, and conservators; (c) petitions for instructions and accountings; (d) spousal property petitions; (e) elder abuse actions (financial and physical); (f) conservatorship contested matters; (g) probate and trust administration disputes.
• Conduct legal research and analysis, draft pleadings, motions, and briefs.
• Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
• Prepare for and attend court hearings, mediations, arbitrations, and trials.
• Communicate effectively with clients, opposing counsel, and court personnel.
• Develop and implement effective case strategies.
• Collaborate with partners and other attorneys on complex matters.
• Mentor junior attorneys and support staff as needed.
• Maintain accurate time records and ensure compliance with billing requirements.

QUALIFICATIONS:

• Juris Doctor (J.D.) degree
• Active membership in good standing with the California State Bar
• Five or more (5+) years of demonstrable experience specializing in California Trust & Estates Litigation
• Strong understanding of the California Probate Code, related statutes, and case law
• Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court
• Excellent analytical, research, and problem-solving skills
• Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
• Strong interpersonal skills and a client-focused approach
• Experience with trial preparation and courtroom advocacy is highly preferred
• A proven track record of successfully resolving complex litigation matters
• Ability to work on a hybrid schedule requiring three (3) days in the office after ninety (90) days of employment

OTHER DETAILS

• Salary of $165,000 - $195,000 (for minimum billables of 1610 hrs./yr.), depending upon attorney experience, skills, and qualifications.
• Hybrid work schedule requiring three (3) days in office after ninety (90) days of employment
• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k) plan
• Generous paid time off and holidays.
• Professionaldevelopment opportunities
• A collegial and supportive work environment.
• Opportunity for significant growth and advancement within the firm.

Candidates may apply for this position on LinkedIn, on the Hire Counsel website, or by direct e-mail to We at Hire Counsel cannot promise that a particular candidate will get the job or an interview, but we can promise that we will review all submitted resumes.

About Hire Counsel, a Purpose Legal Company

Hire Counsel, a Purpose Legal Company, is an agile legal talent agency. We build connections between legal professionals and our clients, some of the nation's largest law firms and legal departments (and some of the smallest). By connecting good lawyers with our clients, we help attorneys find a permanent home. We also provide individuals with the option to work on contract (temporary) assignments to aid their stability as they proceed with their job searches. Hire Counsel holds all resumes in the strictest confidence.

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• Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
  
• Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
  
• Monitor transactions for completion and accuracy.
  
• Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
  
• Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
  
• Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
  
• Coordinate and prepare tax-related payments information with clients and outside professionals.
  
• Provide information to Fiduciary Officers for client meetings.
  
• Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
  
• Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
  
• Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

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• Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
  
• 3+ year's personal trust relationship management or related experience.
  
• Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
  
• Client-centered focus with excellent strategic thinking and consultative skills.
  
• Strong organizational, multi-tasking and prioritizing skills.
  
• PC, phone system, general office equipment.
  
• Proficiency with Microsoft Office applications.
  
• Ability to maintain strict confidentiality.
  
• Ability to effectively promote Nicolet as bank of choice.
  
• Self-motivated and resourceful.
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

Our Client: A full-service law firm in western Nassau County, Long Island (close to LIRR stations) with 20 attorneys is hiring an Associate Attorney, Trusts & Estates. The firm Partners are committed to a limit of 1600 billable hours / year to prioritize personal well-being, and better manage life's demands outside of work. A special opportunity to work in Nassau County, Long Island with sophisticated firm clients, resolving complex T&E matters, and employing T&E strategies equally as complex and sophisticated as at larger firms, but with a 'smaller-firm' feel, more collaboration and ease to share knowledge, flexibility, and colleague familiarity, as well as an opportunity for tremendous growth that often surpasses larger firms.

The firm's T&E clients typically include high-net-worth families and individuals, business owners, investors, and company executives. Candidates should have experience and be comfortable working with clients having an estate value in excess of $5M.

Candidate must have at least 4+ years of complex Trusts & Estates experience, including strong tax planning. Joining the firm with a 'book of business' is NOT required, but a plus.

Location: The Long Island office is close to a LIRR train station for those living west or north of Long Island.

Commute: The work is ON SITE in the firm's Long Island office for the most part, with some flex to work in the firm's Manhattan or NJ office now & then, or sporadically on a remote basis as needed.

Salary: Up to about $175k, plus bonus, plus origination fees / commissions for any existing book of business brought into the firm and for any new business brought into the firm.

Responsibilities:

• Prepare wills, annuities, trust documents, etc.
• Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents.
• Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc.
• Assist clients with preserving their wealth and administering estates and trusts.
• Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors.
• Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits.
• Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits.
• Assist clients to plan, create and administer charitable giving and foundations.
• Assist with the probate process and administration of estates for trustees and executors.
• Effectively counsel clients in all aforementioned disciplines

Qualifications:

• At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning.
• J.D.
• Licensed to practice law in NY State.
• Experience working with estates valued over $5 Million.

All replies and discussions are confidential. If qualified and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting, Executive Alliance, at

This client is NOT OPEN TO:

• Sponsoring those in the U.S. on a temporary visa / not authorized to work for U.S. employers
• Providing a relocation package for those living outside of a commuting area to Long Island

Are you passionate about delivering exceptional client service and building trusted relationships with high-net-worth clients?

We’re looking for a Trust Officer to join a growing Fiduciary Company in Los Angeles County. You'll play a key role in managing and administering complex trust and investment relationships ranging from $1M to $25M.

In this role, you’ll work closely with clients, attorneys, and financial professionals to ensure each trust is administered with precision, care, and expertise. This is an incredible opportunity to grow your career in wealth management and trust administration with a collaborative, client-focused team.

What You’ll Do:

• Administer a portfolio of trust accounts while delivering an exceptional client experience
• Collaborate with trust counsel, tax specialists, and other internal partners to ensure proper documentation and administration
• Partner with external professionals — attorneys, accountants, and co-trustees — to ensure compliance with governing trust documents
• Maintain proactive communication with clients through calls, correspondence, and meetings
• Develop deep expertise in personal trust to serve as a resource to clients and internal partners
• Identify opportunities to deepen client relationships and deliver additional value

What You Bring:

• Bachelor’s degree required
• CTFA required
• JD, CPA, CFA preferred but not required
• 5+ years of relevant experience in wealth management or trust administration
• Strong understanding of trust and investment management practices
• Excellent communication and client advisory skills
• A professional network and the ability to build strong relationships with centers of influence

This onsite opportunity offers a base salary of up to $200k and a comprehensive benefits package.

If you’re ready to take the next step in your trust and wealth management career and make an impact on clients’ financial futures, we’d love to connect.

Apply today or message to learn more.

Job ID: 409993

Practice area:- Estate & Tax Planning,Tax - Private Client Services,Trusts and Estates - General

Private Wealth / Trusts & Estates Associate Attorney (3–5 Years Experience) – Top-Tier Am Law Firm | Washington, DC

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Wealth Associate Attorney, Estate and Tax Planning Attorney, Estate Attorney Washington DC, Washington DC legal jobs, Attorney jobs Washington DC, DC Bar required, Law firm trusts and estates associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A highly regarded Am Law firm is seeking a Private Wealth / Trusts & Estates Associate Attorney (3–5 years experience) to join its sophisticated private client services practice in Washington, DC. This role offers the opportunity to advise high-net-worth individuals, families, and fiduciaries on complex estate, gift, and tax planning matters.

This Estate & Tax Planning Attorney opportunity allows attorneys to work on sophisticated wealth transfer strategies, estate administration matters, and tax planning initiatives for prominent clients. Attorneys seeking Washington DC legal jobs in a collaborative, high-level private wealth practice will find this role both intellectually engaging and professionally rewarding.

The Trusts and Estates Associate Attorney will collaborate with senior attorneys and outside advisors while supporting high-net-worth clients on complex wealth planning strategies. This partner-track position offers significant exposure to advanced estate planning work and client advisory responsibilities.

This opportunity is actively interviewing candidates and represents a rare opening for attorneys seeking elite Washington DC legal jobs in private wealth law.

A preeminent firm with excellent name recognition and clout, this firm has been involved in many high-stakes, high-profile suits over the last few decades. Defying easy categorizations, though, associates at this firm also praise its commitment to work-life balance and the respectful mentorship delivered from senior partners. Additionally, this firm makes a strong showing in the of-the-moment privacy and data security arena, making it an excellent destination for those interested in this in-demand field.

________________________________________

Key Responsibilities

• Advise high-net-worth individuals, families, and fiduciaries on estate, gift, GST, and income tax planning strategies.

• Draft and review estate planning documents including wills, trusts, and charitable planning vehicles.

• Assist with the administration of estates and trusts, including filings, reporting, and distributions.

• Support senior attorneys in developing wealth transfer strategies, succession planning, and asset protection plans.

• Provide strategic guidance to clients on complex estate and tax planning issues.

• Collaborate with accountants, investment advisors, and other external advisors to structure effective wealth planning solutions.

• Participate in sophisticated estate planning matters involving high-net-worth families and family offices.

• Utilize fintech tools and modern client service platforms to enhance the private wealth client experience.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• DC Bar required or eligibility to waive into the District of Columbia Bar.

• 3–5 years of experience practicing as an Estate & Tax Planning Attorney or Trusts and Estates Associate Attorney.

• Experience advising high-net-worth clients on estate planning and tax planning matters.

• Experience drafting estate planning documents such as trusts, wills, and wealth transfer structures.

• Prior law firm experience in a private wealth or trusts and estates practice.

• Strong analytical, drafting, and client advisory skills.

• Ability to collaborate effectively with multidisciplinary teams.

________________________________________

Education

• J.D. from an accredited law school.

________________________________________

Certifications

• Tax LL.M. or CPA preferred.

________________________________________

Skills

• Strong technical background in trusts and estates and tax planning.

• Ability to draft sophisticated estate planning documents.

• Strong analytical and problem-solving capabilities.

• Excellent client communication and advisory skills.

• Experience working with modern fintech tools for client service is advantageous.

________________________________________

Culture & Firm Appeal

This opportunity is with a preeminent Am Law firm recognized nationally for its high-profile legal work and sophisticated client base. The firm’s private wealth practice advises prominent individuals, families, and fiduciaries on complex estate planning and wealth transfer matters.

The firm has built a reputation for combining top-tier legal work with a supportive and collaborative culture. Associates benefit from direct mentorship from experienced partners and meaningful opportunities to develop their technical expertise early in their careers.

Professionals pursuing Washington DC legal jobs in private wealth law will appreciate the firm’s emphasis on work-life balance, professional mentorship, and respect for associate development. The firm’s culture encourages collaboration and long-term career growth.

Attorneys also benefit from working alongside colleagues engaged in cutting-edge areas of law, including emerging regulatory and privacy-related matters.

________________________________________

Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on sophisticated estate planning strategies.

• Direct exposure to advanced wealth transfer planning and tax structuring.

• Collaborative work with accountants, investment advisors, and fiduciaries.

• Early responsibility and direct client advisory opportunities.

• Partner-track position within a nationally recognized private wealth practice.

• Ideal opportunity for attorneys seeking elite Washington DC legal jobs in trusts and estates law.

This position rarely opens at this level and provides a unique opportunity to build a long-term career advising sophisticated private wealth clients.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Provide support to trust officers and management to accomplish the duties and requirements of the trust division.

Essential Responsibilities:

• Provides customer service to trust clients, businesses, and professionals.
• Provides support to trust officers and trust management.
• Interacts and provides support and customer service to internal personnel.
• Prepares and maintains accurate account documentation to support administrative decisions of Bank in its fiduciary capacity.
• Communicate with clients, businesses, professionals, and internal personnel through the use of letters, email, memorandums
• Answers incoming calls and takes appropriate action.
• Reviews incoming internal and external mail and directs accordingly, responds to correspondence as required.
• Establishes and maintains required departmental documentation, files, and records.
• Prepares reports as needed from trust accounting system.
• Prepares reports in required format, such as, court accountings, state charitable reports, guardianship reports, etc.
• Maintains, manages, and completes tickler file, calendar, and other records as reminders to execute upcoming events.
• Responds and interprets requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.
• Processes and analyzes incoming funds in accordance with account agreements and established procedures.
• Prepares daily work entries and general ledger tickets for trust/banking related transactions.
• Prepares documents and handles all aspects of account openings and closings.
• Prepares discretionary payment requests, administrative reviews, checklists, trust accountings, court reports, and other required documentation.
• Reviews and analyzes account overdrafts and takes appropriate action.
• Reviews account transactions for reasonableness and accuracy.
• Performs research to respond to internal and external inquiries.
• Assists with the preparation of proposals, presentations, and other related educational materials.
• Other department duties include research, organizing meetings, making reservations and special projects.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Trust Department, this position is responsible to assist the department as well as the bank in achieving their goals.

Education, Training and Requirements:

• Associates degree in business or related field of study; paralegal; or high school diploma with equivalent business work experience

Skills:

• Highly organized; attentive to detail; strong oral and written communication skills; computer proficient; ability to use office equipment; strong interpersonal skills; ability to prioritize, multi-task and work independently; valid driver's license.

Experience:

• At least two years of customer service in banking/financial related field

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Job Title: Estate & Trust Administration Paralegal

Location: 870 West King St., Suite B, Boone, North Carolina 28607)

Company: Deal, Moseley, di Santi, Garrett & Martin, LLP, a law firm providing a variety of legal services (See: Boone Attorneys | Real Estate, Estate Planning, Civil Litigation | Deal Moseley di Santi Garrett & Martin, LLP)

Job Type: Full-Time

Salary: Commensurate with experience, specific range provided upon inquiry

Overview

We are seeking a proactive, detail-oriented, and experienced Estate/ Trust Administration Paralegal to join our team. In this vital role, you will work closely with our attorneys to manage all aspects of estate and trust administration, ensuring prompt, exceptional client service. The ideal candidate is a certified estate paralegal or has strong experience in estates and trusts.

Key Responsibilities

• Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust (and some guardianship) administration.
• Draft trust documents to manage trust assets, complete (and file, when applicable) necessary paperwork.
• Draft and file probate filings with applicable Clerk of Court (e.g., inventories, accountings, notices to creditors, etc.).
• Communicate directly with clients, trustees, beneficiaries, financial institutions, creditors and court personnel to gather information and provide updates.
• Organize and maintain physical and electronic files and client data.
• Manage deadlines with attorneys to ensure efficient, timely administration.

Qualifications and Skills

• Experience/ Education: Minimum of 3-5 years of experience with a specific focus on estate and trust administration, probate and/ or estate planning.

Experience in estates and trusts is valued over a specific degree; completion of an ABA-approved paralegal program, or an equivalent combination of education and experience is a plus.

• Technical Proficiency:
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity e-filing systems preferred, but training available.
• Core Competencies:
• Exceptional attention to detail and strong proofreading skills.
• Excellent written and verbal communication abilities (including with busy supervising attorneys) and clients.
• Strong organizational skills with the ability to manage multiple matters/ estates concurrently and work independently.
• Other License/Certification: Must have a Notary Public commission in North Carolina or be willing and eligible to obtain one upon hire.

Benefits

We offer a competitive salary (specifics available on inquiry) and benefits package that includes:

• 36-hour work week (one half-day off per week)
• Health coverage available- details upon inquiry; dental, vision and other affordable add-on plans available at employee election
• 401(k) with company match up to 4%
• Paid time off (includes sick and vacation leave)
• At least 11 paid holidays

How to Apply

Interested candidates should submit a resume and a cover letter detailing their relevant experience to Jim Deal and Chelsea Garrett as follows: ;

Deal, Moseley, di Santi, Garrett & Martin, LLP is an Equal Opportunity Employer