Admin - Administrative Assistant / Junior Paralegal
2 weeks ago
Rockville, MD
Starting at $40,000/yr
MUSTS:
Experienced Administrative Assistant/Junior Paralegal
1 + years experience with Estates, Trusts, and Guardianships
1+ years experience with Microsoft office preferred
Ability to maintain ETG calendars
Ability to open accounts at banks and brokerage firms on behalf of client
Manage inventory of assets and Accounting of assets
Strong accounting and financial experience may be a substitute for estates experience. Miscellaneous administrative support as needed.
DUTIES:
Assist in the development of estate planning documents
Assist in opening ETGs
Maintain ETG calendar
Draft Petitions for ETGs and related forms
Assist in opening accounts at banks and brokerage firms on behalf of client
Inventory assets
Accounting of assets
Update financials in FAS (accounting system)
Draft tax returns utilizing FAS
Maintain financial records
Assist in closing ETGs
*Progression, Inc. is an equal opportunity and affirmative action employer. Progression, Inc. is committed to administering all employment and personnel actions on the basis of merit and free of discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or status as an individual with a disability. Consistent with this commitment, we are dedicated to the employment and advancement of qualified minorities, women, individuals with disabilities, protected veterans, persons of all ethnic backgrounds and religions according to their abilities.* #INDPRO Learn More
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