Estate Planning Paralegal / Legal Assistant

Who: A Boutique Financial Services Firm

What: Estate Planning Paralegal / Legal Assistant

When: Immediate Need

Where: Sandy Springs, Georgia

Why: Growth

Office Environment: In-office

Benefits:
Up to approximately $400 per pay period allowance that employees may use toward healthcare, transportation, or personal benefit expenses.

Key Responsibilities:
• Draft estate planning and trust documents
• Coordinate deed filings with counties
• Assist with corporation formations
• Support trust funding activities
• Coordinate and organize client documentation
• Draft client correspondence and letters
• Answer phones and assist with general office administration
• Maintain accurate and organized files

Requirements:
•1+ years of related experience preferred
• Estate planning or trust experience highly preferred
• Strong attention to detail required
• Degree or Paralegal Certificate preferred
• Strong communication and organizational skills

Details