Trust Counsel PL
Location
Coral Gables, FL | United States
Job description
We offer benefits that include: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, 401K, and PTO. This is a long-term position. Candidates should commit to working a year minimum with our firm. This is an in-office position. Responsibilities: • Assist the Paralegals, Attorneys, and Office managers with their daily workflow • Serves as a point of contact for clients from the initial meeting to the closing of the matter • Handles electronic files and physical files from engagement to close • Prepares signing meeting documents • Prepares all Deliverables to clients (Binders, trust ID cards, fiduciary letters, electronic copies of documents) • Continuous improvement of processes in the office to handle client workflow • Controls physical filing system (All estate planning, potential client, probate, corporate, and limited admin files) • Maintains office supply inventory; creates orders for binders and printing materials regularly • Files and maintains tracking spreadsheet for all original documents and binders held in the office • Draft binder inserts for estate/corporate binders, draft cover letters • Works on ongoing projects to help attorneys and paralegals as needed Qualifications: • Must be bilingual in English/Spanish • Strong writing skills • Good communication skills • Great organizational skills • Ability to work independently with minimal instructions • Ability to prioritize workload based on internal and external Client needs • Ability to meet and deal with internal and external customers in a professional manner • Strong critical thinking and problem-solving skills • Proficient in MS Office Suite • Very organized and process-oriented About Company: Our name says it all. We are a boutique firm of qualified attorneys dedicated to helping our clients protect themselves, their families, and their legacy through proper planning. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing. We love what we are doing. We believe in what we are doing. We want the families we represent to rest assured that their loved ones will be taken care of if anything happens to them – no matter what. Full Benefits include: 401(k), Fully Covered Health insurance (PPO), Dental insurance, PTO
Job tags
Salary
