Estate Administration and Estate Planning Legal Assistant/Paralegal

Summary Description

Full-time, non-remote position with flexibility to work from home, salary commensurate with experience. Join our firm as a key player in our estate administration and planning practice with room for growth as part of our team.

Please submit resume and cover letter.

Qualifications

Requirements

• Bachelor’s degree or equivalent experience
• Valid driver’s license and automobile for local travel

Specific Skills

• Must be proficient in Microsoft Office Suite (Outlook, Word, Excel, etc.) and comfortable using new technology
• Experience working in a law firm

Intangibles

• Excellent interpersonal, written, and verbal communication
• Strong research and investigative skills
• Must accept ownership of multiple projects and have the ability to successfully drive the project tasks on a daily basis
• Self-motivated, flexible, with exceptional follow-through skills
• Innovative attitude

Benefits

$45K to $60K commensurate with experience. A 401(k) plan with a 4% employer contribution, medical, dental, and vision insurance mostly or fully covered depending on age, short-term and long-term disability insurance, and group life insurance, paid time off (including vacation), professional development assistance, mentorship and room for growth.

Full Description

Our Squirrel Hill based Pittsburgh law firm is seeking an experienced full-time legal assistant/paralegal and client support professional to assist with our Estate Administration and Estate Planning practice.

Our ideal candidate will have strong organizational, communication and analytical skills, excellent attention to detail, a client service orientation, and a proactive self-starter mentality.

We are a small family oriented team that is dedicated to our clients and each other. The work we do has a very meaningful impact for our clients and their families. It is our hope that you will be a part of our team for a long time to help serve our clients and community.

You will support our attorneys and other client service professionals and work closely with our clients and other professional advisors to assist in all phases of trust and estate administration and of implementing an estate plan. Being a notary (or the willingness to become a notary) is a plus. Detailed responsibilities include the following:

Specific Skills

• Experience working directly with clients, whether in-person, telephone or written correspondence and comfort with greeting clients for in-office meetings
• Comfort with interacting and communicating with financial institutions and advisors
• Comfort with answering phone calls and responding to client inquiries or coordinating follow-up as appropriate
• Manage attorney calendar and scheduling for client meetings and deadlines
• Maintain prospect and client databases and assist with onboarding clients and organizing related physical and electronic files
• Create and manage tasks and processes associated with particular legal matters and track related deadlines
• Preparation of legal documents for formal signing, including printing, copying and scanning of documents for processing
• Assist with drafting basic estate planning documents, and special projects and duties, as assigned
• Assist with preparation of beneficiary designation forms and asset transfer forms
• Organize estate and trust files and documents; create and maintain spreadsheets and databases related to trust and estate administration
• Assist in the estate and trust administration practice including review and preparation of documents, petitions, accountings, related court filings and correspondence, appointments or resignations of fiduciaries, and disclaimers
• Assist with probate court filings and recordings, including research and familiarity with local rules and probate court
• Collect and maintain financial records for use in preparing tax returns and fiduciary accountings; assisting attorney with preparation of estate tax and inheritance tax returns (valuation of decedent’s assets at the date of death and determination of liabilities of the estate)

Intangibles

• Ability to prioritize deadlines and manage multiple tasks
• Ability to maintain confidential information
• Ability to switch gears quickly and work independently
• A dedication to client service and a desire for excellence
• Empathy for individuals experiencing loss and sad circumstances
• Being a key member of our team
• Detail orientation to be a strong set of second eyes
• Monitor, prioritize, organize and facilitate daily workflow in order to meet project deadlines

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Free parking
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Professional development assistance
• Retirement plan
• Travel reimbursement
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• Are you able to travel locally during business hours (less than 25% of the time)?

License/Certification:

• Paralegal Certificate (Preferred)
• Certified Notary Public (Preferred)
• Driver's License (Required)

Ability to Commute:

• Pittsburgh, PA 15217 (Required)

Work Location: In person