Notary Jobs

About The Position

Requirements

• Understanding of general office procedures, practices, and basic office equipment
• Proficiency with Windows-based computer systems, including MS Word, MS Excel, Outlook, and Internet research
• Ability to manage multiple calendars and schedules
• Strong multi-tasking, prioritization, and organizational skills
• Exceptional verbal and written communication skills
• High level of accuracy and attention to detail; capable of extensive close work
• Keyboarding ability of 40–50 wpm
• Ability to manage a multi-line phone system
• Minimum 2–3 years practical experience drafting estate planning documents, including wills, trusts, and powers of attorney, or experience in probate, estate, and trust administration
• Minimum B.S./B.A. degree, or Associate’s degree with legal assistant/paralegal certification
• Demonstrates exceptional business courtesy
• Friendly, professional, and client-focused
• Experienced in required skill set or trainable
• Loyal to the firm
• Strong work ethic, punctual, and detail-oriented
• Confident with numbers and spreadsheets
• Team player, dependable, and reliable
• Self-motivated, goal-oriented, and enthusiastic
• Open-minded to new systems and processes
• Contributing to firm improvement
• Maintains a professional image and office environment
• Flexible, helpful, and accountable for job performance

Nice To Haves

• Experience with legal database/client management software preferred but not required

Responsibilities

• Handle extensive client contact, including calls, questions, and inquiries, and route issues appropriately with professionalism and courtesy
• Follow up with clients on missing or outstanding drafting items
• Gather, review, and organize data regarding clients’ beneficiaries, trustees, agents, and other representatives
• Input client data into document creation software and prepare/proof initial drafts of estate planning documents for attorney review
• Revise documents as necessary after attorney edits
• Prepare client flow charts
• Serve as Witness / Notary Public as required
• Maintain work-in-progress spreadsheets and track correspondence related to the estate planning process with clients, advisors, and financial institutions
• Provide original documents to clients and/or successor trustees
• Coordinate and prepare all out-of-office or out-of-state signings
• Provide support to Estate Administration, Business Planning, Client Care, and Client Services teams as needed
• Participate in ongoing technical training and professional skills development
• Troubleshoot drafting-related issues encountered by staff
• Maintain and update document production forms, procedures, and systems
• Assist in training new attorneys and staff members on internal firm systems
• Complete all other projects assigned by attorneys and Office Manager

Benefits

• 401K retirement plan
• Vacation time
• Health benefits paid by the firm (excluding vision)
• Annual bonus opportunities