Experience
2 yrs required
Location
Milwaukee, WI, United States
Posted on
Sep 25, 2020
Profile
Trust Services Paralegal
The candidate will assist with administration of various types of irrevocable trusts. Will assist with and prepare trust accountings as assigned using department-specific software. Assist with intake and compliance procedures for new trusts. Assist with the transfer of hard copy documentation to electronic filing systems, as well as the maintenance of department-specific tracking programs. Bachelor's degree is required. Demonstrated proficiency and experience working with MS Word/Excel/Outlook and excellent computer and internet skills needed. Must possess exceptional organizational skills, excellent oral and written communication skills, extraordinary attention to detail, a strong commitment to efficiency and accuracy, and the ability to multitask, prioritize and meet deadlines.
Company info
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