Administrative Assistant - Estate amp Trust Administration

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Administrative Assistant - Estate & Trust Administration
The candidate will schedule client appointments. Maintain files in an orderly manner. Facilitate the opening and closing of Estate Administration cases. Prepare and file probate documents, petitions, motions, inventories, accountings, and notices. Maintain Estate Administration docket; open new files, prepare administration checklist, cover letters, authorizations, assignments, calendar reports due, order last deeds, obtain Tax ID numbers and prepare date of death inventory. Complete Estate Administration closing documents – asset checklist, general assignment, deeds, affidavit, Trust certifications, generic letters, specific letters, letters of instruction, letter to IRS, Settlement Agreements. Contact beneficiaries and next of kin regarding admission of the will and other probate hearings. Collect assets from retirement, investment, and other accounts. Administer estate accounts. Notify creditors to negotiate a compromise or arrange payment of a debt. Work with appraisers to obtain appraisals for real or personal property. Interface between client and attorney by answering questions about the administration process and informing the client of any upcoming hearings, depositions, or meetings. Provide excellent customer service by promptly returning client phone calls and emails the same day they are received and resolving client needs in a sensitive and efficient manner. Gather information and documents. Maintain and update existing document production forms and systems. Notarize documents. All other projects as assigned within and outside of the administration group as needed. Maintain confidentiality and work independently are essential. Proactively manage files and workflow. Associate’s or Bachelor’s degree and/or 2+ years related work experience in a business setting is required. Law firm experience is preferred.

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