Experienced Estate and Trust Administration Specialist

PARALEGAL ASSIST LLC • Picture Rocks, PA

14h • Onsite

About The Position

At Paralegal Assist, LLC, we exist to inspire others to be more. We do this through our commitment to excellence and servant leadership to our employees and clients. We work closely with client law firms to provide solutions for daily challenges they face within their estate administration practices. We offer a variety of solutions to law firms in the areas of probate, tax preparation, and fiduciary accountings by combining digital communication and data management applications with good, old-fashioned intelligence, attention to detail, and professionalism. We have worked very hard to create a highly functioning team that can meet our clients' needs in an ever-changing environment. With that, we have a unique work culture and are looking for the right people to join us. At this time, we are seeking an experienced full-time Estate and Trust Administration Specialist to join our team. Our Estate and Trust Administration Specialists serve as Project Managers for each estate. As an Estate and Trust Administration Specialist, you will be the primary point of contact for clients and responsible for managing the client's needs and expectations as they work through a challenging time. If you do not meet the education/experience requirements, please do not apply.

Requirements

• College degree in a relevant field and/or have equivalent job experience.
• Outstanding oral and written communication skills.
• Proficient with calendars, e-mail, spreadsheets, word processing, and the Internet.
• Competent in the use of MS Office (Word and Excel) at a minimum.
• Ability to multi-task and manage time effectively.
• Ability to maintain the confidentiality of clients and files.
• Positive attitude, ambitious and energetic.
• Detail-oriented and willing to go the extra mile to complete the job right the first time.
• Extraordinary critical thinker with a high degree of attention to detail.
• Organized.
• Does not make excuses; takes responsibility and finds solutions.
• Views obstacles as challenges and opportunities instead of finding excuses.
• Ability to take initiative on work that needs to be done and complete tasks with minimal hand-holding.
• Ability to move through the learning process at light speed.
• Believes in holding oneself and others to high standards for success.
• Hard worker who is up for a challenge and wants to be a part of a team where hard work and efforts are recognized, appreciated, and rewarded.

Responsibilities

• Communicating with clients and attorneys verbally and in writing.
• Drafting correspondence to the Court, financial institutions, beneficiaries, and other entities encountered in the estate administration process.
• Direct a small team of legal assistants and specialists in the timely and efficient administration of each estate assigned.
• Review draft documents for accuracy.
• Prepare Schedules of Assets and other documents to be used in our process.
• Meeting and maintaining major deadlines and milestones in the estate administration process.
• Using task management and billing systems to document completed work and inform other team members of progress.
• Collaborating with tax and accounting specialists to determine the best action for administering estates.
• Stuffing envelopes, applying postage, locking file cabinets, and even taking out the trash or washing dishes in the break room.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree