GRB Law is seeking an Estate Administration legal assistant/paralegal for its Oakmont office. The ideal candidate will have a strong work ethic and experience in estate administration and/or estate planning. As a member of a small satellite office, the ideal candidate will recognize the importance of teamwork while also managing an independent workload.
· Greet clients and visitors.
· Answer and direct incoming calls.
· Type from written drafts and revise documents as needed.
· Prepare drafts of estate planning documents.
· Witness Wills, POA's, and other legal documents as requested.
· Prepare probate and administration documents for formal and informal proceedings.
· Maintain financial records for use in accountings and preparation of tax returns.
· Assist in completing forms and providing required documentation for the transfer of non-probate assets.
· Communication with clients, financial planners, financial institutions and accountants as needed.
· Establish rapport with clients and beneficiaries to ensure positive and cooperative working relationship during the course of the estate administration and foster confidence in services received.
· Compile materials required in connection with an audit of estate and/or inheritance tax returns.
· Prepare Receipts and Releases in connection with distributions from an estate or trust.
· Receive and sort all mail deliveries.
· Make copies of documents as requested.
· Keep accurate office supply inventory and ordering as needed.
Knowledge, Skills and Abilities:
· Ideal candidate has 1-3 years of working in Estate Administration and/or Estate Planning.
· Working knowledge of Lackner 6 in 1 preferred.
· Professional and positive attitude.
· Excellent communication skills, both verbal and written.
· Self-motivated and interpersonal skills to interact with attorneys and clients.
· Ability to problem solve and maintain good judgment and strict confidentiality.
· Highly detailed, organized, and a multi-tasker.
· Strong work ethic and ability to work independently while effectively working as part of a team.
· Ability to accept ownership of projects and successfully drive the project tasks on a daily basis.
· Proficient in Microsoft Office Suite.
GRB Law offers a competitive salary based on experience and excellent benefit package. Please forward resume and salary requirements to
careers@grblaw.com.