Private Wealth Services Paralegal

Greenberg Traurig (GT), a global law firm, with locations across the world in 15 countries, has an exciting employment opportunity for you.  We offer competitive compensation and an excellent benefits package along with the opportunity to work within an innovative and collaborative environment.

Join our Private Wealth Services Department as a Paralegal in our Fort Lauderdale office.

We are seeking a detail-oriented professional who thrives in a fast-paced, deadline-driven environment. The ideal candidate possesses strong organizational and problem-solving skills, ensuring accuracy and efficiency in every task. With a proactive mindset and a strong work ethic, you will take initiative and approach challenges with confidence. Excellent communication skills are essential for collaborating effectively across teams and providing high-quality support. If you are someone who demonstrates adaptability, initiative, and a commitment to excellence, we invite you to join our team.  

This role will be based in our Fort Lauderdale office on an in-office basis. Regular in-office presence is required for day-to-day operations, as well as for team collaboration, training opportunities, and relationship building.

Position Summary

The Private Wealth Services Paralegal will primarily assist attorneys in estate administrations and drafting of various estate planning instruments. Must perform in an organized, efficient manner, and be willing to support the department with high level paralegal work and special projects as needed. Candidate should also be flexible to work overtime as needed.
 

Key Responsibilities

• Included, but are not limited to, probate and post-death trust administration (including preparation of probate - pleadings and trust administration documents).

• Filing probate documents with courts throughout the State of Florida and managing dockets.

• Marshaling and obtaining values of estate assets.

• Assisting in the preparation of federal estate and, less frequently, gift tax returns.

Qualifications

Skills & Competencies

• The successful candidate will be a team player with a positive attitude who is able to maintain a consistently high standard of service.

• Must be a self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented.

• The ideal candidate will have exemplary organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure, multi-task and set priorities while meeting deadlines in a fast-paced environment.

Education & Prior Experience

• Bachelor’s Degree required, Certificate in Paralegal studies from an accredited institution preferred; equivalent experience considered

• Paralegal certification a plus

• Minimum of five (5) years of experience in a medium to large size law firm. 

• Must be able to independently, with attorney oversight, handle all aspects of estate and trust administration.

• Experience in estate and gift tax preparation preferred, but not required.

Technology

• Proficiency with Windows-based software and Microsoft Word, Excel and Outlook are required

GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.