Career Center

Trust & Estates Paralegal

Location: OaklandFull Time
Job ID: 57393
Job Posting

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Position Base
Oakland

Location
UCOP - Franklin Building

Department Overview
As part of UC Legal - OGC, the 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. By practicing OGC's Principles of Community this position is expected to contribute to a work environment that is collaborative, supportive, respectful of differences, and committed to fairness and diversity.

Key Responsibilities

40% 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, but not limited to, wills, trusts, probate accountings, notices of proposed action, agreements, releases, 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.

40% Financial Analysis and Reporting:

Monitor status of estates and trusts and recommend actions to recover amounts due.

Review financial documentation and review and prepare fiduciary accountings and analysis of the same, and complete documentation to claim assets where the University is a designated beneficiary under retirement accounts and other assets.

10% Client Service:

Advise campuses and OP staff of pertinent issues.

Prepare petitions and responses to documents and correspondence received by personal representatives, trustees, donors and their advisors and engage in discussions with the same.

10% Administrative Support:

Track, document, and coordinate all distributions received.

Disseminate information relating to distributions and matter status to appropriate UC personnel and other administrators.

Experience
Required Qualifications

Minimum of 5 years of relevant work experience

Skills and Abilities
Required Qualifications

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 multi-task with demanding timeframes.

Ability to use discretion and maintain all confidentiality.

Preferred Qualifications

Working knowledge of UC processes, protocols and procedures.

Education
Required Qualifications

Associate degree in related area and / or equivalent experience / training

Licenses and Certifications

Paralegal certification preferred.

SPECIAL CONDITIONS

This position has been approved for a hybrid work arrangement. A new hire will be required to report to work onsite in Oakland, CA at least 2 days per week (currently Tuesday and Wednesday). Remote candidates residing in or willing to relocate to California may be considered.

SALARY AND BENEFITS

Job Title: Paralegal 3

Job Code: 007387

Salary Grade: Grade 22

Payscale: $44.54 - $50.77/hour (approximately $93,000 - $106,000 annual), commensurate with experience

Full Salary Range: $77,600 - $140,400

The University of California, Office of the President, is required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range shows the growth potential for this position and the pay scale is the budgeted salary or hourly range that the University reasonably expects to pay for this position.

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 23, 2023. The position will be open until filled.

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=57393&PostingSeq=1







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