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Fiduciary Services Analyst– Wealth Preservation

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.

* The statements in this job description are not necessarily all-inclusive; additional duties may be assigned and job requirements may vary from time to time.