Job Details

Legal Assistant

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

3-5 yrs required

Location

Annapolis, MD

Date Last Verified

Sep 20,2017

Posted on

May 08,2015
Practice Area
Corporate >> Corporate - General
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
 
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Profile

Legal Assistant Duties: Provide the highest quality planning and asset protection services to our clients. Will assist attorney & clients in estate planning and administration, trust administration, business law and client maintenance services. Estate administration including document preparation and accountings in the areas of probate, conservatorship, long-term care planning and trust administration. Estate planning including assisting in the preparation of trusts, wills, powers of attorneys, advance health care directives and related documents. Trust funding duties including coordinating with clients and fiduciaries to transfer assets from individual to trust ownership. Business law duties including preparation of business agreements with significant formatting requirements, and dictation. Client maintenance plans requiring client contact, attention to detail, record-keeping, analysis of client, fiduciary, and public records in determining required actions.

Qualification and Experience

Qualifications: A college education or equivalent experience is required. Must have 3-5 years' experience as a legal assistant in the area of business, estates and trusts. Experience with Microsoft Office Suite, including Word, Excel, Outlook and Power Point is required. The law firm uses the following programs and experience with these (or similar programs) is desirable: PCLaw, WealthDocx, HotDocs, and Adobe Acrobat. Excellent written and oral communication skills are required, including proficiency in preparing reports, record-keeping and basic correspondence. An accounting and/or financial services background is a plus.

Company info

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