Job Opening: Fiduciary Paralegal – Boca Raton

Responsibilities Include:

  • Liquidating Assets
  • Administrative tasks and matters relating to clients and their advisors
  • Filing and preparing probate documents in Surrogate’s Court
  • Must have a Bachelor’s degree and a minimum of five years’ experience with trust and estates
  • Detail-oriented and the ability to multitask
  • Assisting in tax audits
  • Maintaining bank and brokerage accounts
  • Must have a background in finance
  • Excel and word proficient
  • Experience in preparing federal and state estate tax returns
  • Flexible schedule
  • Arranging personal property appraisals and collecting decedent’s assets

For more information or to apply, please contact:

Felice Solomon, President

Solomon Search

DIRECT 954-603-9156

Main number 954-796-3300 

(cell) 954-647-0300

felice@solomonsearch.com

http://www.linkedin.com/in/felicesolomon/

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