United States Job Openings
Prince Perelson
Legal Researcher
Provo
October 24, 2024
$48,000 – $65,000/year+ DOE
Utah County, on-site
Monday – Friday; 8:30am – 5:00pm
Benefits Offered
- Paid time off (PTO) + 15 paid holidays
- Health, dental, vision, and life insurance with generous employer premium coverage
- 401(k) matching up to 6%
- Employee Assistance Program (EAP)
Responsibilities
- Review, record, organize, and analyze estate assets, client notes, and legal documentation to create a comprehensive overview of each client’s estate
- Extract key information from legal documents, state and county records, and other third-party documentation to accurately outline attorney recommendations for our team, our clients, and their advisors
- Critically think through all research and documentation to ensure attorney recommendations are implemented and client goals are accomplished
- Draft and/or prepare documentation and forms to transfer assets according to federal, state, and county laws and requirements and attorney recommendations
- Accurately enter data into the applicable documents and/or forms
- Collaborate with team members on all aspects of the client’s estate
- File reports of beneficial ownership information and applicant information for business entities in accordance with the Corporate Transparency Act (CTA) to the Financial Crimes Enforcement Network (Fin CEN), on behalf of clients, under attorney’s direction
Qualifications
Required Qualifications
- Must live in Utah
- 4+ years of professional experience in the writing, editing, legal, finance, or business field?
- Must have professional appearance, demeanor and communication skills
- Excellent critical thinking, problem solving, and analytical skills
- Effective time management and organization to meet and exceed deadlines
- Proven ability to work independently and collaborate with a team, maintain strict confidentiality, and implement coaching, training, and feedback while maintaining a high attention to detail
- Proficient in Microsoft 365 (Word, Excel, and Outlook) and Adobe Acrobat
- Familiar with different estate planning documents (i.e., will, health care directive, power of attorney, trusts, etc.)
- Knowledge of real estate, financial investments and bank accounts, private equity, life insurance policies, asset appraisal, and/or business structures and creation
- Leadership experience
Prince Perelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.
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