Trust Administration Paralegal

Salary Range$70,000–$90,000Full-time, in-person position in our San Diego office.

In order to make an application, simply read through the following job description and make sure to attach relevant documents.
Job DescriptionBuild your career with one of San Diego’s leading estate planning, trust and probate firms. Brierton, Jones & Jones, LLP is seeking an experienced Trust Administration Paralegal to join our growing team.
For more than 30 years, our firm has focused exclusively on probate, trust, estate, and conservatorship matters. We are one of the few firms in the region dedicated exclusively to this area of law, allowing us to provide focused expertise, practical guidance, and exceptional service.
We are looking for an experienced paralegal who understands the trust administration process and is ready to take an active role in moving matters forward from commencement through completion. The ideal candidate is highly organized, proactive, detail-oriented, and confident managing multiple trust administrations while working closely with attorneys and other members of our legal team.
Why Join Our Firm?This is an opportunity to build a long-term career in a highly specialized area of law while working alongside an experienced and collaborative team.We offer:Competitive salary based on experienceBonus opportunities100% employer-paid medical and vision insuranceDental insurance401(k) with employer matchingThree weeks of paid vacation, plus paid sick leave and paid holidaysPaid continuing educationQuarterly firm social eventsConvenient San Diego office location
QualificationsMinimum of 2 years of paralegal experienceExperience in probate, estate planning, and trust administration is a plusDemonstrated experience in drafting and filing of documents related to trust/probate administrationWorking knowledge of Probate Code, Local, and State Rules of CourtExperience coordinating with financial institutions, accountants, appraisers, and other professionals involved in trust administrationsExcellent verbal and written communication skillsExceptional organizational and time-management skillsStrong attention to detail and follow-throughAbility to independently manage multiple matters, priorities, and deadlinesProfessionalism, sound judgment, and discretion when handling confidential and sensitive informationAbility to work independently while collaborating effectively with attorneys, paralegals, and staffStrong computer skills, and proficiency with Microsoft Office, Teams, Zoom, and Adobe; ability to quickly learn and adapt to legal software and office technology
ResponsibilitiesAssist attorneys with estate planning and trust administration matters from commencement through completionDraft and file pleadings and other documentsAssist with the collection, organization, and valuation of trust assetsObtain and organize financial records, account statements, asset information, and other documentationCoordinate with financial institutions, accountants, appraisers, and other third-party professionals as neededAssist with asset transfers, distributions, and related documentationPrepare accountings related to trust mattersTrack deadlines, outstanding items, and required follow-up throughout the administrationCoordinate execution, notarization, recording, and delivery of documents as neededMaintain organized and accurate files and recordsMaintain accurate information in the firm’s case management system
To ApplyIf you’re looking for an opportunity to grow your career with a well-established and highly specialized firm, we’d love to hear from you. Please submit a cover letter and resume. xzbcwsv References may be requested during the interview process.