Proficiency with Microsoft Office, including Word and Excel required
Comfort and experience with learning new applications and software programs on a regular basis, including the ability to learn donor software, required
Ability to use and run reports on internal bequest database
Bachelors degree or equivalent experience required
3 years of experience as a Trust & Estate paralegal, or working within the Trust & Estates department (or the equivalent, i.e. Private Wealth) of a law firm, required
Experience reading wills, including assessing next steps and documenting them appropriately, required
Experience working within a fast-paced environment required
Experience managing staff required
English (Required)