Legal Assistant - Estate Planning

Ray Quinney & NebekerSalt Lake City, UT
Onsite

About The Position

Ray Quinney & Nebeker of Salt Lake City, UT, one of the largest and most reputable full-service law firms in Utah, is looking to hire a full-time Legal Assistant for its Estate Planning group. This Estate Planning Legal Assistant position enhances the effectiveness of the attorneys in the group by performing a variety of tasks and duties such as drafting correspondence and legal documents; managing calendars for meetings; maintaining electronic files in the firm's document management system; and maintaining hardcopy client files. Confidentiality of proprietary information is a must. This position is full-time, in-office, and is eligible for excellent benefits including a robust medical insurance plan, dental insurance, a generous 401(k) plan with matching and profit-sharing, generous paid time off (PTO), and more. If this sounds like the right opportunity for you, apply today!

Requirements

  • Proficient in Microsoft Office and Adobe
  • Excellent interpersonal and communication skills
  • Organized with a strong attention to detail
  • Ability to take direction and work independently with little or no supervision
  • Ability to keep and maintain confidential information regarding clients and firm issues
  • Proficient typist
  • Ability to file deeds electronically
  • 3+ years working as an estate planning legal assistant
  • Two-year degree or equivalent work experience
  • Notary license in the state of Utah; or ability to obtain

Responsibilities

  • Maintain hardcopy and electronic client files
  • Create drafts of estate planning documents such as wills, trusts, certificates of trusts, powers of attorney, health care directives, tangible personal property lists
  • Research county recorder records, create deeds and record deeds
  • Attend signing meetings with attorney and clients
  • Create drafts of probate documents including petitions, death certificates, acceptances, waivers and releases, orders, letters testamentary, etc.
  • Organize and file legal pleadings in order to ensure process requirements are met
  • Perform administrative duties such as making copies, scanning, and answering phone calls
  • Coordinate and manage calendars for meetings, court hearings and legal education classes
  • Communicate with clients, courts, outside counsel, and other affiliates
  • Assist with and maintain time entries, billing records and invoicing issues
  • Assist with preparation of 706 Estate Tax Returns and 709 Gift Tax Returns on firm software
  • Assist with annual renewal of attorney licenses and continuing legal education requirements for multiple states

Benefits

  • robust medical insurance plan
  • dental insurance
  • generous 401(k) plan with matching
  • profit-sharing
  • generous paid time off (PTO)
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