Trust Services Paralegal
The Trust Services Paralegal supports the Trust Services team by assisting with the administration of irrevocable trusts, preparing trust accountings, and managing compliance and tracking procedures. This entry-level role requires strong organizational, communication, and problem-solving skills, with a focus on accuracy and client service within a team environment. The position offers training in trust accounting software and opportunities to gradually engage in client-facing activities.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Admin.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Overview
Confidential Client is hiring an entry-level Trust Services Paralegal on the Trust Services team in Milwaukee, WI. This full-time role is ideal for someone with strong attention to detail, excellent organizational skills, and an interest in learning trust administration and trust accounting processes. Training will be provided for department-specific software and procedures.
What You’ll Do
- Assist with administration of various types of irrevocable trusts as assigned
- Prepare and assist with trust accountings using department-specific software (training provided)
- Support intake and compliance procedures for newly created trusts
- Maintain and update department tracking programs and records
- Gradually take on more client-facing activities while primarily supporting the Trust Services team
- Work independently and collaboratively to meet deadlines and maintain high accuracy
Qualifications
- Bachelor’s degree preferred; paralegal certificate is a plus but not required
- Comfortable with and proficient in Microsoft Word, Excel, and Outlook
- Exceptional organizational skills and strong written and verbal communication
- Extraordinary attention to detail and commitment to accuracy
- Ability to multitask, prioritize, and meet deadlines in a fast-paced environment
- Critical thinking and problem-solving skills; willingness to ask questions and follow up as needed
- Quick learner with a proactive attitude toward acquiring new skills and responsibilities
- Strong client-service orientation and the ability to work well on a team
Physical Demands & Work Environment
While performing job duties, the employee must be able to use a keyboard, calculator, and telephone. Frequent sitting, talking, and hearing are required. Occasionally the role may require standing, stooping, kneeling, crouching, crawling, lifting up to 10 lbs., and close-vision tasks. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Compensation & Work Type
- Employment type: Full-time
- Location: Milwaukee, WI (on-site with any client-specified remote/flexible policies determined by Confidential Client)
- Estimated compensation: $49,824 per year (estimated)
Why Apply Through Careertakes
- Third-party recruiter support — Careertakes will manage candidate matching and initial screening using recruiter best practices
- Opportunity to join a Trust Services team with structured training on trust accounting and administration
- Access to additional matched opportunities through the Careertakes platform
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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