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... documents at the direction of attorney/paralegal. Maintain estate planning client spreadsheets ... deeds at the direction of attorney/paralegal. Conduct and manage estate planning ... and taking detailed messages. Assist..
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Estate Planning Assistant Duties: Coordinating client support services, ensuring efficient workflow systems are being followed, and partnering with other team members to assist our customers and clients in their estate planning ..
Wealth Planning Paralegal The candidate will be preparing ... filing probate documents in the administration of an estate (petitions, motions, ... Tax Returns. Participating in the administration of guardianships and..
Accounting Analyst Responsibilities: Gathers and organizes historical expense figures to ensure accuracy and timely preparation of the budget and budget comparisons. Provides guidance to city office managers and administrative personnel regarding ..
Legal Assistant/Secretary The candidate will be focusing practice in areas of estate planning, probate and trust administrations and litigation, real estate transactions, business organizations and representation, and contract preparation. Word Processing ..