Trusts and Estates Paralegal

Sage Financial Group, an independent, privately held wealth management firm, is looking for an experienced, service-oriented, organized professional to join our team as a Trusts and Estates Paralegal.

The candidate will assist Sage’s Trusts and Estates Counsel with all aspects of estate planning and trust administration work.

Primary Responsibilities

  • Opening and management of new client cases and requests
  • Organize and draft estate planning documents
  • Inputting of legal documents into the system
  • Management of client database and client files
  • Regular communication with clients and wealth managers about the status of work
  • Administrative tasks such as mail, faxes, and phone coverage

Related Responsibilities

  • Professional Development. Sage places a high priority on the professional development of all team members and encourages everyone proactively to look for opportunities to improve skills and capabilities.
  • Ownership Mindset. (a) Enhance performance by accepting ownership for all tasks; (b) seek to align personal and professional goals with the company’s goals, and (c) have a strong sense of commitment to its overall success.
  • Supervision/Training. (a) Foster a collaborative team environment; and (b) help develop the knowledge and skills of less-tenured employees.

Required Skill Sets, Experience, and Knowledge

  • 4-year bachelor’s degree and a paralegal certificate
  • Professional manner, ability to work independently in a fast-paced environment. Team player, yet independent thinker.
  • Excellent communication, writing, and organizational skills. Able to prioritize, multi-task, and work well with clients and team members. Exceptional attention to detail.
  • Highly proactive and extremely organized.
  • High ethical standards
  • Passion for helping individuals and engaging on a personal level
  • Proficiency in Microsoft Excel, Word, Powerpoint, Outlook

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