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Senior Trusts and Estates Tax Manager
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Trust and Estate Specialist
3 weeks ago
San Diego, California, United States U.S. Bank Full timeAt U.S. Bank, we're committed to delivering exceptional service to our customers and communities. As a Trust and Estate Specialist, you'll play a critical role in helping us achieve this goal.Job SummaryWe're seeking a highly skilled and experienced professional to join our team as a Trust and Estate Specialist. In this role, you'll be responsible for...
Trust and Estate Administrator
2 months ago
We are seeking a highly skilled Trust and Estate Secretary to join our dynamic team at Jobot. As a seasoned professional, you will provide administrative and legal support to our Trusts and Estates Department, ensuring the highest level of service to our clients.
Key Responsibilities- Prepare, edit, and proofread legal documents, including wills, trusts, powers of attorney, and deeds.
- Manage and organize client files and documents, guaranteeing accuracy and up-to-dateness.
- Assist with estate administration, including probate and non-probate matters.
- Coordinate and schedule appointments, meetings, and deadlines.
- Communicate with clients, court personnel, and other parties in a professional and courteous manner.
- A minimum of 5 years of experience as a Legal Secretary, preferably in the area of Trusts and Estates.
- Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
- Exceptional organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to work independently and manage multiple tasks and deadlines.
Our prestigious law firm offers a unique opportunity to work with a dynamic team of professionals dedicated to providing superior legal services to our clients. If you are a motivated and experienced Trust and Estate Secretary looking for a new challenge, we encourage you to apply.
