Drafting Wills, Powers of Attorney and Representation Agreements
Work closely with team of Notaries
File management
Client communication
Report to clients
Take care of the day-to-day administrative duties of a busy practice (tasks lists, file organization, appointment bookings, diarizations, preparing accounts, filing)
Experience:
Estate Planning, legal, and finance experience is considered an asset
Working in a fast-paced environment
Handling a high-volume workload
Working with tight timelines and deadlines
Customer service
Knowledge And Skills:
Demonstrate excellence in customer service
Detail oriented
Excellent oral and written communications, organization, and planning skills
Communicate effectively and professionally
Excellent computer skills including Outlook, MS Word, MS Excel, and working knowledge of Prosuite would be beneficial - work proficiently with technology using multiple platforms
Work effectively and efficiently with strict deadlines
Organize, prioritize a high-volume workload while dealing with changing and conflicting priorities and deadlines
Ability to multitask, work well with others, and work independently
Work under pressure to meet deadlines
Search and gather critical information required to complete your workload
Ability to follow and keep the format of established systems
Strong organizational skills
An equivalent combination of education and experience will be considered.