What are the responsibilities and job description for the Estate Planning Assistant position at BE Group?
We are assisting our client, and more specifically, their Private Client Services division, to identify and hire an Estate Planning Assistant to join their organization. This is a hybrid position located in Boca Raton, FL.
Responsibilities:
Responsibilities:
- Finalize draft documents to send to clients for review and signature
- Prepare and send copies of documents requested by clients and advisors
- Assist paralegals and attorneys with various projects
- Processes and prepares original signed documents for clients. Bind, convert to PDF, link to the database, prepare dockets, upload documents to Citrix ShareFile, prepare letters to clients and original receipts
- Record a variety of documents through an E-recording website
- Perform clerical-related duties such as photocopying, faxing, scanning, filing, and collating
- Various post office, phones, mail processing, and supply replenishment
- 2 years of related experience in Estate Planning
- Extensive experience with Word and Excel
- Knowledge of Florida E-Filing portal
