Summary: Provide legal and administrative support to attorneys and/or paralegals specializing in the areas of estate planning, trust administration, estate administration, and guardianships. Position will support multiple attorneys and/or paralegals.

Essential Job Duties and Responsibilities:

• Prepare Fee Agreement letters;

• Convert draft estate planning documents, correspondence, memoranda and reports into quality typed form;

• Assist Attorneys and/or paralegals with general administrative duties;

• Enter billable and non-billable time into time entry system for attorneys as required;

• Create estate planning binders for clients;

• Interface directly with clients relative to substantive matters;

• Perform general administrative duties including but not limited to reviewing, sorting, and dating mail; maintaining accurate files; scanning; scheduling;

• Guide work flow for Clerk;

• Complete general administrative projects;

• Assist other members of the firm as time permits;

• Assist receptionist per regular rotation for coverage and as needed; and

• Other duties as assigned.

Knowledge, Skills, and Abilities:

• Thorough understanding of estate planning documents including wills, revocable trusts and irrevocable trusts;

• Excellent communications and interpersonal skills including via email and telephone;

• Ability to follow instructions effectively and efficiently and to provide information with courtesy and tact;

• Ability to maintain effective relationships with clients, other professionals, attorneys, managers and all other Fletcher Tilton PC staff;

• Ability to represent Fletcher Tilton PC in a professional capacity to clients and related professionals;

• Ability to maintain confidentiality on all client matters;

• Ability to be alert to current matters to further results and progress of client matters;

• Must be well organized, detail oriented and self-motivated, able to prioritize numerous tasks and complete them within time constraints;

• Ability to take responsibility for seeing all tasks through to the end;

• Ability to proofread and produce documents that are neat, attractive and free from errors;

• Must have excellent word processing skills and ability to work with a personal computer, operate standard office equipment such as photocopier, facsimile machine, scanner, typewriter and calculator;

• Must be proficient with Microsoft applications: Word, Excel, Access, PowerPoint;

• Ability to perform non-complex arithmetic calculations when verifying calculations on forms and documents and when maintaining records and files at a level normally acquired through high school or the equivalent;

• Ability to work well in a team environment; and

• Ability to operate the switchboard and to meet and greet clients in a courteous, professional manner.

Credentials and Experience:

• High School Diploma with courses in secretarial/office administration or equivalent and substantial experience in, trust administration and estate planning or related field; and

• Minimum of three years on the job experience necessary in order to perform complex administrative duties in a professional services setting.