Posted 10mo ago

Trust and Estates Paralegal

@ Reid and Riege
Hartford, Connecticut, United States
OnsiteFull Time
Responsibilities:assisting estates, communicating clients, coordinating data
Requirements Summary:Associate’s degree, paralegal certificate or bachelor’s degree; 2+ years in financial services or trusts/estate administration; ability to read financial/brokerage reports; strong math, communication, and organizational skills; PC skills.
Technical Tools Mentioned:Microsoft Word, Microsoft Excel, Financial reporting
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Job Description

Reid and Riege, P.C., a mid-sized Connecticut law firm with a well-established trusts and estates practice, seeks a self-motivated individual to assist in administering estates and trusts to join our downtown Hartford office. Recognized as a 2026 Best Places to Work by the Hartford Business Journal, our firm is known for its collaborative culture and commitment to professional development. The successful candidate will possess solid organizational and communication skills, a strong work ethic, and good judgment. We offer an excellent benefits package and compensation commensurate with level of experience.

Job Description

  • Assisting with estate and trust administration tasks, including preparing probate court forms, inventories, accountings, and Connecticut and Federal estate tax returns; gathering information for estate and trust income tax returns; and coordinating asset distributions.
  • Communicating with clients regarding timing of estate and trust administration tasks, identifying and gathering data and asset information, and responding to client requests in a professional and efficient manner.
  • Coordinating with client advisors and external vendors to open and close accounts and gather asset and tax reporting data in a timely fashion.
  • Collaborating with attorneys and other members of the trusts and estates practice group to deliver superior client service.

Qualifications

  • Associate’s degree, Paralegal Certificate or Bachelor’s degree (preferred).
  • Minimum of 2 years of experience in financial services, such as a bank trust environment or an accounting firm, or as a paralegal in trust and estate administration (preferred).
  • Proficiency in reading financial and brokerage reports.
  • Strong quantitative skills and mathematically adept.
  • Strong interpersonal and communication skills, both verbal and written.
  • Ability to work independently while also collaborating effectively within a team.
  • Highly organized, detail-oriented and able to handle multiple tasks in a fast-paced environment.
  • Strong PC skills including Word and Excel.

Benefits

  • Health, Dental, and Vision insurance
  • Life insurance, Disability insurance and EAP coverage
  • AD&D, Health Savings Account, Parental leave
  • PTO, Paid Holidays, Sick Time, Bereavement and Parental leave
  • 401(k) plan with employer contributions (Traditional and Roth options available), Profit Sharing

Schedule

  • Monday to Friday

Ability to Commute

  • Hartford, CT 06103 (Required)

Reid and Riege, P.C is an equal opportunity employer dedicated to workforce diversity.