What are the responsibilities and job description for the Trust & Estate LAA position at Forrest Solutions?
Position Overview :
We are seeking a detail-oriented and process-driven Administrative Assistant to support the firm’s operations. This individual will play a critical role in managing administrative tasks, organizing client files, and assisting with trust and estate work, including basic drafting. The ideal candidate thrives in a structured environment, values organization, and is committed to delivering exceptional support.
Key Responsibilities :
- Provide administrative support, including managing calendars, scheduling appointments, and handling correspondence.
- Assist with trust and estate planning tasks, including drafting basic documents and assembling client files.
- Maintain and follow established protocols for naming, organizing, and saving documents in digital and physical formats.
- Conduct basic research and compile information for tax, probate, and estate planning matters.
- Ensure compliance with deadlines by tracking tasks and managing workflows.
- Serve as the first point of contact for clients, providing a professional and welcoming experience.
- Uphold confidentiality and ensure sensitive information is handled appropriately.
Qualifications :
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