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Paralegal - Wealth Preservation

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Porzio, Bromberg & Newman, P.C.

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Category:
Legal

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Salary:

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Job Description:

Porzio, Bromberg & Newman, P.C. ("Porzio"), is a highly-respected, well-established and expanding law firm with two subsidiary companies and offices in NJ, NY, MA, DE, PA, and San Juan, Puerto Rico. Porzio is looking for a full-time, non-exempt Paralegal to join its Wealth Preservation team. Wealth Preservation paralegals are responsible for managing complex matters and/or complex projects and work under the direct supervision of an attorney. Wealth Preservation paralegals are expected to perform at a high level of productivity, effectiveness and competence.

Job Responsibility:

  • Obtain letters of administration, testamentary, and trusteeship
  • Assist with bonding process for administrators, executors, and trustees
  • Maintain and prepare fiduciary accountings
  • Manage estate administration process (including calendaring and coordination of document collection process with clients)
  • Prepare state and federal tax returns (including estate, inheritance and gift tax returns)
  • Prepare estate and trust settlement agreements, refunding bonds and releases
  • Prepare surrogate court filings
  • Calculate fiduciary commissions
  • Assist clients to fund trusts and retitle assets

Requirements:

  • Bachelor’s degree preferred
  • Paralegal Certificate, from an ABA-approved program, preferred
  • Project management experience or training preferred
  • A minimum of three (3) years of relevant experience
  • Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative
  • Strong verbal, written, analytical, organizational and interpersonal skills
  • Flexibility in daily work schedule to meet company/client needs during periods of heavy workload
  • Flexibility in schedule to travel on company/client-related business
  • A valid driver’s license and/or ability to transport oneself to off-site project locations independent of mass transit
What we offer:
  • Medical, Dental, and Vision insurance
  • 401(k) retirement plan with employer matching
  • Individual and Dependent Life Insurance
  • Short- and Long-Term Disability
  • Paid Time Off
  • Paid Holidays
  • Employee Assistance Programs

Additional Information:

Job Posted:
December 11, 2025

Employment Type:
Fulltime
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