Estate Coordinator
4 weeks ago
The Estates Specialist position at West Nyack - THQ is a key role in the Legal Department, responsible for the preparation and coordination of estates documentation. This includes retrieving incoming mail, processing outgoing mail, and preparing correspondence for signature. The ideal candidate will have a strong understanding of estates documentation and be able to work independently with minimal supervision.
Responsibilities
Oversee the retrieval of incoming mail and the processing of outgoing mail.
Prepare correspondence as directed by the Legal Secretary, Assistant Legal Secretary, and Supervisor of Estate Processing.
Establish new legacy cases through the preparation of initial correspondence with inclusion of documents when necessary.
Prepare correspondence for signature relating to existing legacy cases.
Prepare correspondence acknowledging receipt of legacy distributions.
Distribute correspondence and documents to appropriate personnel within the Legal Department.
Prepare legacy files for closure and scanning.
Prepare active legacy files for scanning.
Obtain closed file information as needed from Document Management and archives when necessary.
Update information in the 3rd Party Trust tab in the Estates Database when necessary.
Assist the Document Specialist with review of bank statements when necessary.
Assist the Legal Secretary and Assistant Legal Secretary as requested to maintain the smooth flow of information within and outside the Legal Department.
Monitor and order department supplies as needed; monitor delivered supplies for the breakroom.
Requirements
Associate's degree
Two years of related experience
Strong understanding of estates documentation
Ability to work independently with minimal supervision
Must be or willing to be appointed as a New York State Notary Public
Strong computer skills required for Microsoft Office Word and Lotus Notes
Ability to learn new databases
Ability to use a multi-functional copier
What We Offer
Generous Medical, Dental, Vision Benefits
TSA paid Life Insurance for Employees
Additional life insurance options for employees
On-site cafeteria
Paid Time Off - Vacation, Sick, Personal days
403(b) retirement savings plan
Non-contributory Pension Plan
Professional Development
Education Assistance
Free, on-site Fitness Center
Federal holidays
Opportunities to give back and support our communities
Equal Employment Opportunity
West Nyack - THQ is an equal opportunity employer and welcomes applications from all qualified candidates without regard to race, color, sex, national origin, disability, or protected veteran status.
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