Trusts Estates Legal Administrative Assistant

HERS Advisors has partnered with a growing full-service law firm in

Bethesda, MD (hybrid)

who has a need for a

Trusts & Estates Administrative Assistant

who will be responsible for scheduling client meetings, managing calendars for important dates, court notices, and deadlines, opening new client files, drafting correspondence, regular client and court telephone and email communication, credit card coding, mail scanning, preparing mailings for various delivery services, and other internal processes.Responsibilities for

Trusts & Estates Administrative Assistant:Editing estate planning documentsCoordinating executed estate planning documents to be sent to clientsWitnessing and notarizing estate planning documentsOrganizing and safely-handling client personal documents, financial asset information, and original documentsDirectly meeting and communicating with clientsHeavy calendar managementScanning, copying, and filing legal documentsPreparing mailings, including USPS, Federal Express, and courierRequirements for

Trusts & Estates Administrative Assistant:10+ years experience as a legal assistant is mandatoryTrusts & Estates experience is requiredProficiency in Microsoft Office Suite and Adobe AcrobatSalary range: 70-90k. If you meet the basic requirements, please email your resume to: ssognalian@hersadvisors.com

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