Paralegal, Trust and Estate Administration Duke Alumni Engagement and Development (AED)

 

 

 

Paralegal, Trust and Estate Administration, Duke Alumni Engagement and Development (AED)

 

Occupational Summary

 

Serves as trusts and estates paralegal in the Office of Gift Planning in Duke University Alumni Engagement and Development (AED).  This position requires broad general knowledge in the legal field. Trust and Estate Administration paralegal experience is strongly preferred.

 

Work Performed

 

• Serves as paralegal managing the estate administration process for donors leaving assets to DU/DUHS upon their death. This position requires broad general knowledge in the legal field and specific knowledge in estate administration.
• Serves as the liaison for DU/DUHS and outside counsel, executors, trustees, personal representatives, retirement plan administrators, and family members.
• This individual must have excellent verbal and written communication skills and understand the need for attention to detail. Familiarity and comfort with database management is essential. A strong personal work ethic, unquestioned personal integrity, and a friendly, helpful demeanor are essential

 

• This individual serves as the central repository for DU/DUHS’s legal data and materials related to estates, trusts, and retirement plans benefitting the university, a responsibility that requires confidentiality, accuracy, efficiency, and attention to detail.

 

• Completes projects as assigned by The Duke University Offices of Gift Planning within Duke Alumni Engagement & Development and Duke Health Development and Alumni Affairs. The position reports to the Senior Director of Trust & Estate Administration. Requires a general knowledge of legal principles pertaining to the subject matter. A specialist in the field of Estate Administration is strongly preferred.

 

 

Perform other related duties incidental to the work described herein.

 

 

Minimum Qualifications

 

 

Education

Bachelor's degree in related area and/or equivalent combination of relevant education and professional experience. Requires broad general knowledge in the legal and/or medical field. Preferred Associate Degree in NC Paralegal Studies and broad general knowledge in the legal field.

 

Experience

 

Two years working in related field.

 

Degrees, Licensures, Certifications

 

N/A

 

Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

 

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

 

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.