Job Title: Paralegal / Administrative Assistant –... Estate Planning & Elder Law... reminders, follow-ups, and client intake Document Preparation - Draft wills, powers of attorney, and trust documents using templates -... Prepare client signing packets and organize documents - Maintai...
Title: Intake Coordinator/Legal Assistant – Trusts & Estates Job Responsibilities: The Intake Coordinator/Legal Assistant in the Trusts & Estates department at the law firm is responsible for ensuring efficient client intake, providing exceptional client service, and offering high-quality administrative support. The...
Title: Intake Coordinator/Legal Assistant – Trusts & Estates Job Responsibilities: The role of an Intake Coordinator/Legal Assistant in the Trusts & Estates department at the law firm involves serving as the first point of contact for both new and existing clients. The...
Job Title: Estate Planning Legal Assistant Job Responsibilities: The... primary responsibility of the Estate Planning Legal Assistant is... to serve as an intermediary between clients, paralegals, and attorneys, ensuring effective coordination with the law staff to meet various expectations. Key responsibilities include: -...
in directing the financial planning, reporting, and accounting practices... of the law firm, along with managing relationships with lending institutions, shareholders, and the broader financial community. This position involves oversight of the law firm's Accounting, IT, Facilities, and Service departments....