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Fiduciary Services Analyst - Wealth Preservation - Morristown, NJ

Job Information

ID :
# of Positions :
Minimum Education Level :
Bachelor's Degree
Experience Required :
2 years
Duration :
Full Time Regular
Shift :
First Shift (Day)
Hours per week:

Job Description


Fiduciary Services Analyst- Wealth Preservation
Full-Time; Non-Exempt


Porzio, Bromberg & Newman, P.C., a full service law firm located at 100 Southgate Parkway, Morristown, NJ, seeks a Full-time, Non-Exempt Fiduciary Services Analyst to join its Wealth Preservation team. Fiduciary Services Analysts are responsible for managing complex matters and/or complex projects and work under the direct supervision of an attorney. Fiduciary Services Analyst are expected to perform at a high level of productivity, effectiveness and competence.


Prepare and file initial applications for government benefits including Medicaid applications and intake applications with the New Jersey Division of Developmental Disabilities;
Prepare and file redetermination applications for government benefits;
Analyze bank and other financial statements to track financial transactions between several different investment vehicles;
Prepare and conduct necessary financial audits for government benefits applications;
Prepare and file informal special needs trust accountings;
Calculate trustee and guardianship commissions;
Manage the government benefits application process (including calendaring and coordination of document collection process with clients);
Communicate with clients, financial advisors, and insurance companies via mail, email, and telephone to gather information necessary to complete an application;
Gather and organize necessary documents (i.e. financial records, vital statistics, etc.) to file a completed government benefits application;
Meet with clients on an as needed basis to collect and gather information;
Proactively anticipate and resolve issues quickly to move an application forward;
Prepare estate planning documents, including last wills and testament, powers of attorney, living wills and trusts under attorney supervision;
Assist to fund trusts and retitle assets;
Conduct title searches prior to deed transfers; and
Prepare deeds and associated documents.


Demonstrated ability to consistently provide premium client service in a cost-effective manner.
Demonstrated ability to draft client-related documentation specific to assigned practice area, including but not limited to, correspondence, factual research memoranda, and budgets. Ability to draft pleadings, closing papers, discovery and motions is a plus.
Demonstrated proficiency in performing factual investigation and research.
Demonstrated ability to understand, interpret and apply court rules is a plus.
Ability to meet with or interview clients and experts.
Proficiency in project management, including estimating time needed to complete projects.
Ability to adhere to general office policies and procedures.
Assist in training, orientation and mentoring of Paralegals and other support personnel.
Provide or supervise general clerical support, including filing and indexing.
Proficiency in time keeping best practices.
Proficiency in using firm equipment.
Proficiency on all applicable firm computer programs.
Perform other work-related duties as assigned.


Bachelor's Degree required
Paralegal Certificate from an ABA-accredited program, preferred
Project management experience or training preferred.
A minimum of two (2) years of relevant experience
Ability to work independently
Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative.
Demonstrated experience with Microsoft Office Applications including Word, Outlook, and Excel.
Knowledge of the NJ Division of Medical Assistance and Health Services, NJ Division of Developmental Disabilities is a plus.
Some knowledge of federal income taxes as they pertain to liquidation of investments is a plus.
Strong verbal, written, analytical, organizational and interpersonal skills.
Flexibility in daily work schedule to meet company/client needs during periods of heavy workload.
Flexibility in schedule to travel on company client-related business.
A valid driver's license and/or ability to transport oneself to off-site project locations independent of mass transit.

For consideration, please send your resume to Jennifer Ciaburri at <> We are an equal opportunity employer. Women and minorities are encouraged to apply.

Company Information

Name :
Description :
Law Firm
Type :
Direct Employer
Address :
100 Southgate Pkwy.
Morristown, NJ 07962-1997

Application Information

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Job Posting Entered On :
Job Posting Expires On :