Trust & Estates Legal Assistant/Paralegal

4 weeks ago

Vienna, United States Rees Broome, PC Full time

Rees Broome is seeking a full-time Paralegal/Legal Assistant to join and assist our Trust & Estate practice group. This position could be a great opportunity for the right person.

Duties will include working with and initially as an assistant to our senior and very experienced T&E paralegal in all matters involved in administration of estates and trusts, working as a legal assistant in supporting our attorneys who practice primarily in this estate planning and estate/trust administration practice group and in all those matters regularly interacting with clients and family members of deceased persons who often have just experienced death of a treasured person in their lives. This position requires a people-person with fantastic client interaction and customer service skills and a person who is also a numbers-person who considers understanding and organizing estate and trust financial matters a challenge to be tackled and enjoyed. If you have an analytical inclination and if helping people is important to you personally, this may be a position for you. Experience with estates and/or trust administration is preferred but we would be willing to train the right person. We want someone who will want to be part of a team practice group which desires to provide excellent services to our clients.

On the paralegal side, duties include all aspects of assisting with estates and trusts that are being administered, including drafting correspondence, drafting deeds, obtaining tax IDs, drafting estate and trust administration documents, dealing with the offices of the Commissioners of Accounts which oversee estate administrations across Virginia, scanning, filing, and helping with overall organization of the department and its files. On the legal assistant side, duties include assisting attorneys in managing and assisting with their practices and files in all aspects, including interacting with clients in the gathering and conveying of information and scheduling of whatever may be needed, including organizing and participating in client meetings for signing of estate documents as a notary or as a witness to the signing of certain documents by clients and may include assisting with preparation and editing of various estate planning documents.

Position requires an individual with very high attention to detail, strict quality control standards, ability to learn and become proficient working with various legal software programs, highly proficient in WORD, time management skills, ability to handle multiple tasks concurrently and fantastic customer service and interaction skills. Law firm or equivalent experience preferred.

General Qualifications:

- Previous experience working as an assistant paralegal or legal assistant preferred.

- Strong proofreading and organizational skills

- Excellent phone etiquette and communication skills

- Ability to write clearly and concisely

- Acute attention to detail and ability to manage firm deadlines

- Maintain the highest level of confidence, integrity and business ethics

- Bachelor’s Degree or Paralegal Certificate

- Willingness to become a qualified notary in Virginia

Job Type: Full time - Salary commensurate with experience.

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