What are the responsibilities and job description for the Estate Planning Assistant position at Ascension Global Staffing & Executive Search?
Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.
Our client has an excellent opportunity for an Estate Planning Assistant with strong Estate Planning experience in our Boca Raton office. The ideal candidate is an enthusiastic self-starter who can multi-task under time constraints with exceptional attention to detail, take initiative, think strategically and independently, and interact with all levels of the firm.
DUTIES AND RESPONSIBILITIES:
- Finalize draft documents to send to clients for review.
- Prepare documents in final for client signature.
- Prepare and send copies of documents requested by clients and advisors.
- Prepare correspondence as requested for transmittal of documents.
- Assist Paralegals and attorneys with various projects.
- Process original signed documents by binding originals for clients, converting documents to PDF format, linking files to the database, preparing dockets, uploading documents to Citrix ShareFile, and preparing letters to clients and original receipts.
- Record a variety of documents through the E-recording website.
- Other tasks as assigned to support the estate planning department.
- Perform clerical-related duties such as photocopying, faxing, scanning, filing, and collating.
- Various errands, deliveries to the post office, answering phones, processing mail, and ordering USPS and FedEx supplies.
QUALIFICATIONS AND REQUIREMENTS:
- 2-4 years of related experience in Estate Planning.
- Meticulous attention to detail.
- Must have strong multitasking skills.
- A ‘Can-do’ attitude.
- Extensive experience with Word and Excel.
- Knowledge of Florida E-Filing portal.
- Good working knowledge of office equipment (e.g., copy machines, printers, fax machines, scanners, computers, and Microsoft Office software).
- Able to work both independently and as part of a team.
Our client actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.
