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Trust & Estate Practice Assistant

4 months ago

Baltimore, United States Sparks Group Full time

Job Summary/Company: Sparks Group has partnered with a national law firm seeking a Trust & Estate Practice Assistant to support their Baltimore office. If you bring administrative experience supporting attorneys and ability to work in a fast-paced environment, apply now



Responsibilities:

  • Create documents, correspondence, spreadsheets, and presentations. Proofread and edit for accuracy
  • Manage attorney calendars, schedule meetings, coordinated conferences and appointments
  • Coordinate travel and accommodations
  • Review bill for accuracy and prepare for clients
  • Update and maintain client files, including organizing firm's document management system
  • Reconcile and submit attorney expenses
  • Maintain attorney contacts and manage CRM system
  • Process client intake forms
  • Manage communication, record messages, and respond to inquiries
  • Assist with probate administration paperwork, including court petitions, orders, deeds, etc. and assist with post-death non-probate administration
  • Coordinate probate court filings and recordings
  • Assist with preparing gift tax, estate tax, and fiduciary income tax returns


Qualifications/Background Profile:

  • Min HS Diploma or GED
  • Advanced in MS Office Suite
  • 5+ years of legal admin experience
  • Knowledge in probate administration and estate planning