Legal Career Center

PARALEGAL 3, TRUSTS AND ESTATES

Location: OaklandFull Time
Job ID: 39906
Job Posting

For UCOP internal applicants, please login to the internal candidate gateway at: Jobs at UCOP

UC OFFICE OF THE PRESIDENT

At the University of California (UC), your contributions make a difference. A world leader producing Nobel and Pulitzer prize recipients with over 150 years of groundbreaking research transforming the world. Choose a career where you can leverage your knowledge, skills and aspirations to inspire and support some of the greatest minds in the world, and those who will follow in their footsteps. Working at the University of California is being part of a unique institution, and a vibrant and diverse community. At the University of California, Office of the President, we propel our mission through impactful work locally, in government centers and systemwide. We are passionate people, serving the greater good.

The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world. Learn more about the UC Office of the President

DEPARTMENT OVERVIEW

As part of UC Legal - OGC, the Legal Practice Support team delivers ethical, timely, efficient and high quality legal services to the University of California's ten campuses, five medical centers, and the Lawrence Berkeley National Laboratory, as well as to the Board of Regents, the President, the Chancellors and other officers of the University.

POSITION SUMMARY

This position provides paralegal support in the areas of planned giving and estate/trust/gift administration in matters where the University, ten campuses, five medical centers, are named as a beneficiary of the donor(s) will or trusts, and provide support to other UC Legal staff. Exhibits a strong foundation of knowledge in the overall paralegal field with some specialized experience in trusts and estates. Capable of performing duties independently, this paralegal must excel in reviewing, monitoring and administering hundreds of trust, estate, and gift matters with a focus on attention to detail and effective time management. Conducts research on projects as directed by attorneys.

A UC Legal paralegal acts as a liaison with internal clients, outside counsel and external organizations and may manage programs that include formulating strategies and administering policies, processes, and resources. Must be able to thrive in a collaborative work environment while also functioning with autonomy.

All team members are expected to actively participate in initiatives to promote diversity, equity, and/or inclusion, whether at UC or in the community.

Responsibilities

50% Research and Writing

• Research various estate and trust matters, including complex tax issues, legal issues and issues related to bequests and gifts.
• Research, draft and review memoranda regarding allocation and reallocation of Regents' gifts and fund terms to ensure conformity to University-wide policy and procedures.
• Analyze and interpret legal documents, including wills, trusts, probate accountings and various petitions, to determine complete and accurate handling of each individual matter and prepare analyses of complex planned giving and estate/trust/gift administration documents and present policy issues for review by counsel and campus personnel.
• Advise campuses and OP staff of pertinent issues.
• Prepare responses to documents and correspondence received by personal representatives, donors and their advisors.

50% Financial Analysis and Reporting

• Monitor status of estates and trusts and recommend actions to recover amounts due.
• Review and prepare fiduciary accountings, and complete documentation to claim assets where the University is a designated beneficiary under retirement accounts and other assets.
• Track and coordinate all distributions received.
• Disseminate information relating to distributions and matter status to appropriate UC personnel and other administrators.

Required Qualifications

• Minimum of 2 years of applicable experience.
• Knowledge of common computer application programs.
• Strong analytical / problem-solving skills.
• Strong communication and interpersonal skills to communicate effectively with all levels of staff; both verbally and in writing.
• Strong project management and data organization skills.
• Strong skills in research and analyzing / synthesizing large amounts of data.
• Ability to use discretion and maintain all confidentiality.

Preferred Qualifications

• Working knowledge of UC processes, protocols and procedures. In-depth knowledge in one or more legal practice areas.

Education

• Bachelor's degree OR Associate degree and Paralegal Certificate

License/Certifications

• Paralegal Certificate preferred

SPECIAL CONDITIONS

• This position is eligible for remote work.

SALARY AND BENEFITS

Salary: $42.62 - $48.85/hour, commensurate with experience

Benefits: For information on the comprehensive benefits package offered by the University visit: Benefits of Belonging

ADDITIONAL INFORMATION

HOW TO APPLY

Please be prepared to attach a cover letter and resume with your application.

APPLICATION REVIEW DATE

The first review date for this job is August 10, 2022.

CONDITIONS OF EMPLOYMENT

Background Check Process: Successful completion of a background check is required for this critical position. Background check process at UCOP

Smoke Free Work Environment: The University of California, Office of the President, is smoke & tobacco-free as of January 1, 2014. UC Smoke & Tobacco Free Policy

August 2021 Update: The University of California has issued a policy requiring employees to be fully vaccinated against COVID -19 before physically accessing the University location or programs. Upon hire into a UCOP position, you will be provided detailed instructions on how to comply with this policy including access to the COVID vaccination at no cost. New hires to UCOP who work onsite or will come onsite for any activities at a UCOP or other UC location must comply with this policy within 8 weeks after their start date. The policy allows for employees to request approval for an exception or deferral. UC COVID-19 Vaccine Policy

EEO STATEMENT

The University of California, Office of the President, is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. EEO/AA Employer UC Nondiscrimination Policy

The University of California, Office of the President, strives to make this job board accessible to any and all users. If you have comments regarding the accessibility of our website or need assistance completing the application process, please contact us at: Accessibility or email the Human Resource Department at: epost@ucop.edu.



To apply, visit https://careerspub.universityofcalifornia.edu/psp/ucop/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=19&JobOpeningId=39906&PostingSeq=1jeid-4d31d3fa8a50334f842e1077ad3a260a







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