Trusts & Estates Legal Administrative Assistant

Bethesda, MD - USA

Monthly Salary: Not Disclosed

Posted on: 16 hours ago

Vacancies: 1 Vacancy

Job Summary

HERS Advisors has partnered with a growing full-service law firm in Bethesda MD (hybrid) who has a need for a Trusts & Estates Administrative Assistant who will be responsible for scheduling client meetings managing calendars for important dates court notices and deadlines opening new client files drafting correspondence regular client and court telephone and email communication credit card coding mail scanning preparing mailings for various delivery services and other internal processes.

Responsibilities for Trusts & Estates Administrative Assistant:

Editing estate planning documents
Coordinating executed estate planning documents to be sent to clients
Witnessing and notarizing estate planning documents
Organizing and safely-handling client personal documents financial asset information and original documents
Directly meeting and communicating with clients
Heavy calendar management
Scanning copying and filing legal documents
Preparing mailings including USPS Federal Express and courier

Requirements for Trusts & Estates Administrative Assistant:

10 years experience as a legal assistant is mandatory
Trusts & Estates experience is required
Proficiency in Microsoft Office Suite and Adobe Acrobat

Salary range: 70-90k. If you meet the basic requirements please email your resume to:

Required Experience:

Junior IC

HERS Advisors has partnered with a growing full-service law firm in Bethesda MD (hybrid) who has a need for a Trusts & Estates Administrative Assistant who will be responsible for scheduling client meetings managing calendars for important dates court notices and deadlines opening new client files d...