Assist Family Wealth Planning members with the organization and maintenance of documents for estate planning, tax, probate and trust administration work.
Maintain case files.
Create and index client binders and internal files.
Locate specific documents and prepare documents and files for storage and return to clients.
Input/retrieve data on the system.
Copy, scan and fax documents.
Ensure all necessary documents are timely and properly completed, executed, received, delivered and distributed.
Update Personal and Family Information (“PFI”) sheets.
Prepare and submit check requests to Accounting Department.
Create e-binders for clients and for internal files.
Conduct legal research.
Serve as the primary point of contact between the attorneys and clients. Screen and prioritize incoming communication, emails, and phone calls.
Coordinate and manage attorney schedules, travel arrangements, and activities, including all logistics and calendar management and preparation for appointments and necessary follow ups.
Organize and coordinate meetings and conferences. Prepare meeting materials, agendas and setting up conference room and zoom meetings.
Compose and draft documents; perform editing and fact checking; analyze and review material and extract pertinent information. Create, maintain, modify, and/or ensure accuracy of content. Process and distribute documents effectively.
Prepare presentations, summaries, and other deliverables for clients and potential clients.
Respond independently to general inquiries when appropriate, and make swift and accurate judgments in forwarding or responding to inquiries and requests.
Process incoming mail, enter attorney time on system, and prepare expense reports.
Assume responsibility for marketing and other special projects.
Provide administrative and overflow support.
Requirements
3+ years of relevant experience
High School diploma or equivalent required. College degree preferred.
