Estate Planning File & Records Specialist

Burke, Warren, MacKay & Serritella

Chicago (IL)

On-site

USD 40,000 - 55,000

Full time

14 days+

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Job summary

Burke, Warren, MacKay & Serritella, P.C. is seeking an Office Services File Clerk to support the Estate Planning and Wealth Management Group in a full-time role based in Chicago. The position requires handling filing, scanning, and document organization, with duties spanning both estate planning and other firm practice groups.

Strong attention to detail and ability to work independently are essential. Typical hours are 9:00 a.m.

Qualifications

1–2 years law firm experience preferred.
Proficiency in MS Office and Outlook, with special proficiency in records management and conflicts check related software.
Proficient knowledge of scanning software.
Good command of English, oral and written.
Must be punctual.
Must classify documents, correspondence, pleadings, attorney notes, and drafts.
Must work independently with limited supervision.
Must be accurate with strong attention to detail.
Must work in fast-paced environment within project time constraints.

Responsibilities

Printing, organizing and filing emails and scanned documents.
Filing emails into the appropriate Filesite location and preparing estate planning binders.
Printing documents from clients and outside sources using software.
Serving as a witness at estate plan signings.
Managing and updating the list of executed trusts and trust amendments.
General office services and filing for Estate Planning and Wealth Management group.