Trusts amp Estates Administrative Assistant

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Trusts & Estates Administrative Assistant
The candidate must have exceptional organizational, written, verbal communication skills and the ability to multi-task and prioritize while interacting with a high volume of clients with diverse needs. Must be able to work in a team-oriented environment while being independent and proactive and be able to anticipate needs and implement the same. Must be able to perform functions such as drafting correspondence to clients and attorneys; prepare miscellaneous estate planning forms and related documents. Strong proficiencies in Word and Microsoft Outlook (calendar) are required. Experience with Excel, Worldox and Elite Time & Billing system a plus.

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