What are the responsibilities and job description for the Wills & Trust Drafting Specialist position at Desert Financial Credit Union?
The Drafting Specialist is principally responsible for efficiently preparing and reviewing quality legal documents. The Drafting Specialist works with the Operations and Sales Teams to coordinate production and timely delivery of accurate, legally sustainable estate planning documents. The incumbent will also support the needs and goals of the Wills & Trusts department and the organization.
What you will do here:
Responsible for drafting legal estate planning documents that are legally sustainable and to the defined specifications of each member using the approved document preparation software. Ensures legal documents are complete and accurate prior to delivery, including review of format, content, dates, names, personally identifiable information (PII), grammar, etc. Maintains compliance with all Arizona CLDP regulations and estate planning practices.
Responsible for reviewing legal estate planning documents drafted by other members of the team for completeness and accuracy prior to final delivery to members, including review of format, content, dates, names, personally identifiable information (PII), grammar, etc.
Manages assigned caseload and ensure the preparation and delivery of all legal documents within established business standards. Maintains notes and member records in the Sales/Force/DesertForce (CRM) system.
Perform other job-related duties as assigned.
What you will need:
High School Diploma or GED.
2 years of legal document preparation experience required.
2 years of Estate planning experience preferred.
Must possess the ability to handle multiple tasks simultaneously with excellent organizational skills, prioritization skills and accuracy required.
Must have strong attention to detail and the ability to proofread with a high degree of accuracy required.
Excellent verbal and written communication skills including diplomatic resolution skills required.
Must have strong typing skills and 10 key ability with a high degree of accuracy required.
Strong team commitment; ability to work effectively in various team environments required.
AZ Supreme Court Certified Legal Document Preparer (CLDP)
Notary Public preferred.
We are proud to be EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
For additional information about our organization, careers, and benefits visit: http://www.desertfnancial.com/careers.
