Portland, ME

Bernstein Shur, a New England-based law firm that advises clients across the U.S. and around the world, is seeking a Trust and Estate Paralegal to work in its Portland, Maine office.

POSITION OVERVIEW

The Trust and Estate Paralegal is responsible for supporting and facilitating the needs of a Senior Trust and Estate Administrator and Trust and Estate attorneys. The successful candidate will be a resourceful and technically proficient team player who is able to manage day-to-day administrative needs effectively in a fast-paced, yet uniquely positive office culture. The firm’s paralegals have exceptional organizational skills, demonstrate excellent written and oral communication skills, and exercise the utmost discretion.

RESPONSIBILITIES INCLUDE

• Assist senior paralegal with annual state and federal tax matters
• Assist in preparation of fiduciary accountings
• Assist with post execution funding of revocable, irrevocable and charitable trusts
• Research of federal and state statutes and regulations
• Assist in estate settlement documentation, preparation and electronic filing of probate opening paperwork, coordination with financial and investment advisors
• Database input, updates, and vault upkeep of executed estate planning documents
• Annual billing to ILIT clients
• Proofread and redline documents, correspondence, and memoranda to ensure accuracy of copy, grammar, punctuation, and syntax
• Coordinate conference calls, Zoom meetings, interoffice and outside and meetings
• Attend to file maintenance within the firm’s document management system
• Billable work as assigned with a goal of 1200 billable hours per year
• Perform a variety of administrative and paralegal functions

DESIRED SKILLS & QUALIFICATIONS

• Ambitious, enthusiastic, positive can-do attitude and polished professional demeanor; a healthy sense of humor will be considered a plus. Tenacious in meeting deadlines with a strong sense of timeliness, decision-making, and good self-management discipline
• Technologically savvy; highly proficient, expert knowledge of Microsoft Office Suite 365; ability to work effectively within the firm’s document management and billing applications as well as department specific software including GEMS, NumberCrunchers and EstateVal
• Superior ability to communicate and collaborate effectively with employees at all levels of the organization and with firm clients
• Work discretely with confidential information
• Must be proactive, accountable and have excellent judgment
• Detail-oriented and able to work in a fast-paced environment while making very few errors
• Must be adaptable to change and remain calm under pressure
• 5 years of administrative experience, law background a plus

BENEFITS PACKAGE:

• Hybrid work environment (at least three days in the office, Wednesday anchor day)
• Excellent medical, dental, and vision insurance
• Group life and disability insurance
• Financial wellness program
• 401(k) employer match and profit sharing
• 23 days PTO in the first year of employment
• 11 paid holidays
• 16 weeks paid parental leave
• Mobile data reimbursement
• Free parking

ABOUT BERNSTEIN SHUR

Our 100+ award-winning attorneys and professionals are driven, dominant, and deliver results. The ideal candidate will have a growth mindset, strive to achieve the highest level of professional excellence, and thrive in an atmosphere that’s collaborative, authentic, and respectful. We have exceptionally high standards for everything we do, and we’re looking for high-energy candidates who want to make a big impact. We work together to continually raise the bar and put our clients’ interests first. In 2023, Bernstein Shur was named one of Maine’s Best Places to Work for the  twelfth time. It’s a reflection of our values and firm-wide commitment to create a culture that believes in diversity, flexibility, and family-friendly policies. Simply put, we desire to do great work—and have great lives.

Bernstein Shur is an equal opportunity employer.