Private Wealth Services Paralegal

Paralegal Fort Lauderdale, FL


Greenberg Traurig, a global law firm, currently has an excellent full-time employment opportunity in the Private Wealth Services (aka Trust & Estates) Department of our Fort Lauderdale office. We offer competitive compensation and an excellent benefits package.

Position Summary

The Private Wealth Services Paralegal will primarily assist attorneys in estate administrations, but there will be opportunities to assist attorneys with drafting of various estate planning instruments. Must perform in an organized, efficient manner, and be willing to support the department with high level paralegal work and special projects as needed. Candidate should also be flexible to work overtime as needed.

 Duties & Responsibilities

  • Included, but are not limited to, probate and post-death trust administration (including preparation of probate - pleadings and trust administration documents).
  • Filing probate documents with courts throughout the State of Florida and managing dockets.
  • Marshaling and obtaining values of estate assets.
  • Assisting in the preparation of federal estate and, less frequently, gift tax returns.

    Skills & Competencies
  • The successful candidate will be a team player with a positive attitude who is able to maintain a consistently high standard of service.
  • Must be a self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented.
  • The ideal candidate will have exemplary organizational skills, attention to detail, strong client service skills, excellent verbal and written communication skills, and the ability to work well under pressure, multi-task and set priorities while meeting deadlines in a fast-paced environment.

  • Bachelor's Degree preferred.
  • Paralegal certification required.
  • Minimum of five (5) years of experience in a medium to large size law firm. 
  • Must be able to independently, with attorney oversight, handle all aspects of estate and trust administration.
  • Experience in estate and gift tax preparation preferred, but not required.
  • Proficiency with Windows-based software and Microsoft Word, Excel and Outlook are required.

Greenberg Traurig s an Equal Opportunity Employer and committed to diversity and inclusion in the workplace. Individuals seeking employment at Greenberg Traurig are considered without regards to race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, disability, veteran status, or genetic information, among other protected bases.

In support of our unwavering dedication to putting diversity, equity, and inclusion into action, GT participates in the Mansfield Rule Certification Program. This Program, which is administered by The Diversity Lab, aims to increase diverse representation in the legal industry. In July 2020, we achieved Mansfield Rule 3.0 Certification. A year later, in 2021, we achieved Mansfield 4.0 Certification Plus, meaning we went beyond the requirements of the original Mansfield program. Most recently, in 2022, GT gained Mansfield Rule 5.0 Certification Plus – again achieving the highest level of certification a law firm can obtain. GT is currently participating in the Mansfield Rule 6.0 Certification Program. Providing your data during the application process helps us with achieving our goals and with meeting reporting/record-keeping obligations under federal and state law and other legal requirements. Providing your data is entirely voluntary and will not be considered in the hiring process or thereafter. Any information that you do provide will be treated confidentially.