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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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You will specifically support the Tax, Pricing, and Valuation Reporting Team which consists of reconciling, reporting, and analyzing Bond & Equity security positions and transactions by utilizing the PAM Investment sub-ledger system, and the General Ledger (Oracle.
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Estate Tax Filings: Assist in preparing and filing estate tax returns (Form 706) and related tax filings. Strong knowledge of probate procedures, trust administration principles, and estate tax laws.
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PeopleSoft (PeopleTools, Financials and Supply Chain) development experience required (Modules Including General Ledger, Accounts Payable, Purchasing/eProcurement, Inventory, Project Costing, Expenses (Time Reporting.
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Qualifications: Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Legal Research: Conduct legal research on trust and estate administration issues, probate laws, and tax implications.
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Trust Administration: Support attorneys in the administration of trusts, including funding trusts, managing trust assets, preparing accountings, and distributing trust income and principal to beneficiaries.
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Provide updates on the status of estate or trust administration proceedings. Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates.
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Your attention to detail and understanding of legal procedures will be essential in ensuring the efficient and accurate administration of trusts and estates. Beneficiary Communication: Serve as a point of contact for beneficiaries of trusts and estates.
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Finance transformation and accelerated close; sub-ledger/ledger redesign; management reporting enhancement; business intelligence/decision support; traded products/front/back office package implementation; data warehousing/enterprise data design and management; enterprise application integration; financial planning, budgeting and forecasting; business/merger Integration, reconciliation redesign or improvement.
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You will assist in managing the probate process, distributing assets, preparing tax filings, and communicating with beneficiaries. Responsibilities: Estate Administration: Assist attorneys in managing the administration of decedents' estates, including probate proceedings, asset inventory, creditor claims, and distribution of assets to beneficiaries.
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Document Preparation: Draft legal documents and correspondence related to trust and estate administration, including deeds, contracts, releases, and waivers. Prior experience working as a paralegal in trust and estate administration preferred.
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Monitor general ledger activity in regards to payments associated with trade settlement. The team covers a wide range of products, ranging from traditional bi-lateral and syndicated loans to structured instruments such as collateralized loan obligations and secured loans, as well as total return swaps, distressed debt, and bankruptcy claims.
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Seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join our New Jersey, New York or Florida Offices. We will consider a JD/paralegal candidate as well. College degree and/or paralegal certificate preferred.
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Our focus on combatting climate change through clean energy technology, our new net zero climate vision for 2030 and enhanced commitment to diversity, equity and inclusion; and supporting the communities we serve make this a particularly exciting time to join PSEG. Job Summary This position will generally perform the following functions: Record company transactions and perform all reconciliation and analysis for general ledger accounts.
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Bachelor's degree or associate degree in paralegal studies, legal studies, or related field preferred. Job Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates.
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ach returns ledger jobs in Clifton, NJ
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