Legal Secretary Estate Planning 147355
Legal Secretary Estate Planning 147355
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Salary Not Disclosed
1 Vacancy
Job Description
An established law firm has an immediate opening for an experienced Estate Planning/Estate Administration/Successions position in its New Orleans office. This role involves supporting estate planning efforts by organizing data for wills trusts powers of attorney and other estate planning documents as well as assisting with estate administration tasks such as identifying and marshaling assets preparing probate petitions maintaining a calendar system of deadlines and preparing inventories and accountings. The position also involves client contact and interfacing with financial institutions to gather necessary information.
Qualifications:
- Substantial experience in estate planning estate administration and probate matters.
- Proficient in preparing wills trusts powers of attorney beneficiary designations and other estate planning documents.
- Experience with probate petitions asset marshaling preparing inventories and accountings and managing court deadlines.
- Ability to interface with clients and financial institutions during the informationgathering process.
- Familiarity with preparing trust accountings estate and gift tax returns and fiduciary returns.
Candidate Requirements:
- Bachelors degree or paralegal certificate from an ABAapproved program.
- Strong organizational interpersonal and communication skills.
- Proficiency in MS Office Suite including Outlook and Excel.
- Excellent attention to detail time management multitasking and prioritization abilities.
- Ability to work independently as well as part of a team.
- Clientfacing experience is required.
- Experience with ProbatePlus or Estateworks software is a plus.
Benefits:
- Competitive salary and benefits package.
- Collaborative and supportive work environment.
- Opportunities for professional growth and development.
- Access to cuttingedge software and technology in the legal field.
Mission Recruiting is proud to represent some of the most prestigious organizations in the country. Contact us today to learn how we can help you explore this and other exciting opportunities.
Salary Range:DOE
Reference: 147355
Employment Type
Full Time
