Confidential
Confidential is hiring: Executive Assistant in Reno
Confidential, Reno, NV, United States, 89550
EA (Legal Secretary) in Reno, NV (onsite, full-time)
DUTIES AND RESPONSIBILITIES:
Assist in the formation and operation of family trust companies.
Revise and redline correspondence, trusts, wills, partnership agreements, pleadings, corporate agreements, tax petitions and correspondence.
Assist in drafting legal documents, including wills, trusts, powers of attorney and advance health care directives.
Assist in the preparation of contracts, business agreements, operating agreements, and partnership agreements.
Facilitate the transfer of assets and stock certificates to beneficiaries of trusts and estates.
Obtain Federal Tax ID EIN number for trusts and estates.
Assist in the formation of legal entities and related documentation.
Gather information and prepare materials for filing 706 estate tax returns, income tax returns and fiduciary income tax returns for decedents.
Calendar quarterly income tax payments for trusts and estates.
File forms related to non-profit organizations.
File petitions for probate, trust-related documents, pleadings, and declarations with applicable courts.
Prepare engagement letters and new matter reports for new clients.
Anticipate client and attorneys needs, organize, and set up meetings and appointments in a timely fashion, update files and provide daily calendar reminders of all scheduled meetings, court hearings and appointments. Coordinate with attorneys as to time, location and participants associated with meetings and make travel arrangements.
Obtain files for review by attorney prior to meeting with clients. Prepare and update binders with executed estate planning documents. Scan all executed estate planning documents to the electronic file system and send original documents to the vault.
Manage incoming and outgoing calls for attorneys.
SKILLS & COMPETENCIES:
The position requires exemplary organizational skills, attention to detail, top-notch client service skills, strong verbal and written communication skills, and the ability to work well under pressure, multi-task and set priorities while meeting deadlines in a fast-paced environment. The successful candidate will be a team player with a positive attitude, and the ability to effectively interface with clients, client representatives, outside counsel and advisors.
QUALIFICATIONS & PRIOR EXPERIENCE:
The ideal candidate will have at least five years of experience in trust and estate planning for high-net-worth clients. Proficiency with Windows-based software and Microsoft Word, Excel, PowerPoint, and Outlook are required.
A BACHELORS DEGREE IS A PLUS.
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Profit sharing
Referral program
Tuition reimbursement
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Travel requirement:
No travel
Work Location: In person, onsite
$65,000 to $80,000 depending on experience, education, certifications, etc.