Trust and Estate Paralegal - Novato

The Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent law.

RESPONSIBILITIES:

• Deal directly with trust beneficiaries and agency clients regarding personal financial situation with minimal supervision.
• Independently prepare for new business meetings with prospective clients and/or assist Relationship Managers (RM), Director (D) and Trust Officers (TO) in preparation for new business meetings with prospective clients.
• Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
• Excels in communication with clients, accountants, financial advisors, banking personnel, realtors, appraisers and other attorneys.
• Preparation of documents and forms including allocation agreements, sales agreements, pleadings, affidavits, deeds, promissory notes and letters of instruction to financial institutions. Excellent with numbers.
• Facilitates preparation of fiduciary accountings, income tax returns and estate tax returns.
• Creates and maintains all office forms, templates and office procedures. Trains and supports other paralegals and staff.
• Investment account management, compliance, administrative reviews, corporate trustee, relationship officer.
• Trust administration: terminating trusts, discretionary trusts, charitable remainder unitrusts, special needs trusts, irrevocable trusts created for estate tax planning purposes and agency trusts.
• Acts as Durable Power of Attorney for finances and Successor Trustee.
• Real property and personal property sales and management.
• Direct client contacts and community engagement.

Requirements

Required:

• Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
• Trust administration: terminating trusts, discretionary trusts, charitable remainder unitrusts, special needs trusts, irrevocable trusts created for estate tax planning purposes and agency trusts.