Legal Assistant I - Estates Specialist
Legal Assistant I - Estates Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Overview
The Salvation Army an international movement is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.
We are the largest non-governmental provider of social services in America and every year we help over 30 million Americans overcome poverty homelessness addiction economic hardships loneliness and exploitation through a wide range of programs and services.
The Legal Department as an open position for a Legal Assistant I - Estates Specialist. This position functions as an integral component of estates documentation processing and coordination primarily responsible for the preparation of correspondence and documents for signature and sending them out after they have been executed.
The work location is West Nyack New York. This position requires approximately 35 hours of work per week and is onsite.
Responsibilities
- Oversee the retrieving of incoming mail and the processing of outgoing mail.
- Prepare correspondence as directed by the Legal Secretary Assistant Legal Secretary and Supervisor of Estate Processing.
- Establish all new legacy cases through the preparation of initial correspondence with inclusion of documents when necessary.
- Prepare for signature correspondence relating to existing legacy cases.
- Prepare for signature correspondence acknowledging receipt of legacy distributions.
- Distribute correspondence and documents to appropriate person within Legal Department.
- Prepare legacy files for closure and scanning.
- Prepare active legacy files for scanning.
- Obtain closed file information as needed from Document Management and archives when necessary.
- Update information in 3rd Party Trust tab in Estates Database when necessary.
- Assist Document Specialist with review of bank statements when necessary.
- Assist the Legal Secretary and Assistant Legal Secretary as requested to maintain the smooth flow of information both within and without the Legal Department.
- Monitor and order department supplies as needed; monitor delivered supplies for the breakroom.
Qualifications
- Associates degree (A. A.) or equivalent from two-year college or technical school and two years of related experience; or equivalent combination of education and experience.
- Job entails replying to correspondence received from courts law firms and financial institutions understand correspondence received in order to reply appropriately.
- Must be or willing to be appointed as a New York State Notary Public.
- Position requires a professional demeanor when dealing with the public an ability to work semi-independently and ability to prioritize when necessary due to time constraints.
- Strong computer skills required for Microsoft Office Word and Lotus Notes. Ability to learn new databases.
- Ability to use multi-functional copier.
What We Offer
- Generous Medical Dental Vision Benefits
- TSA paid Life Insurance for Employees
- Additional life insurance options for employees
- On-site cafeteria
- Paid Time Off Vacation Sick Personal day
- 403(b) retirement savings plan
- Non-contributory Pension Plan
- Professional Development
- Free on-site Fitness Center
- Federal holidays
- Opportunities to give back and support our communities
All qualified applicants will receive consideration for employment without regard to race color sex national origin disability or protected veteran status.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
