Experienced (Pennsylvania) Estate and Trust Administration Specialist

Description

At Paralegal Assist, LLC, we exist to inspire others to be more. We do this through our commitment to excellence and servant leadership to our employees and clients. We work closely with client law firms to provide solutions for daily challenges they face within their estate administration practices. We offer a variety of solutions to law firms in the areas of probate, tax preparation, and fiduciary accountings by combining digital communication and data management applications with good, old-fashioned intelligence, attention to detail, and professionalism. We have worked very hard to create a highly functioning team that can meet our clients' needs in an ever-changing environment. With that, we have a unique work culture and are looking for the right people to join us.

At this time, we are seeking an experienced (in Pennsylvania estates) full-time Estate and Trust Administration Specialist to join our team. This position is located in Picture Rocks, PA with the option of remote work if you have the necessary knowledge in Pennsylvania estate management. Our Estate and Trust Administration Specialists serve as Project Managers for each estate. As an Estate and Trust Administration Specialist, you will be the primary point of contact for clients and responsible for managing the client's needs and expectations as they work through a challenging time. If you do not meet the education/experience requirements, please do not apply. As an Estate and Trust Administration Specialist, you will be expected to perform a multitude of tasks including but not limited to:

• Communicating with clients and attorneys verbally and in writing.
• Drafting correspondence to the Court, financial institutions, beneficiaries, and other entities encountered in the estate administration process.
• Direct a small team of legal assistants and specialists in the timely and efficient administration of each estate assigned.
• Review draft documents for accuracy.
• Prepare Schedules of Assets and other documents to be used in our process.
• Meeting and maintaining major deadlines and milestones in the estate administration process.
• Using task management and billing systems to document completed work and inform other team members of progress.
• Collaborating with tax and accounting specialists to determine the best action for administering estates.

We believe in working as a team and always helping one another. In addition to the primary tasks above, you could find yourself stuffing envelopes, applying postage, locking file cabinets, and even taking out the trash or washing dishes in the break room.

Requirements

If you can crush those tasks, be a good teammate, and the following statements describe you, then you may be our ideal candidate:

• You have a college degree in a relevant field and/or have equivalent job experience.
• You have outstanding oral and written communication skills. We work as a team, and communication is a must. If you cannot convey information to others on the team accurately and concisely, please do not apply.
• You are proficient with calendars, e-mail, spreadsheets, word processing, and the Internet. You must be competent in the use of MS Office (Word and Excel) at a minimum. We have many tools and expect you to know how to use them.
• You can multi-task and manage time effectively.
• You can maintain the confidentiality of our clients and files.
• You are a positive person. We are looking for someone ambitious and energetic!! If you see the glass as half full, you are the type of person we are looking for. Our office does not tolerate toxic or negative attitudes, complainers, or victims. You will not fit in if you fall into one of these categories.
• You are detail-oriented and willing to go the extra mile to complete the job right the first time. If this seems too much to ask of you, please do not apply for this job.
• You are an extraordinary critical thinker with a sickening degree of attention to detail.
• You are organized. If you lose stuff, are not organized, or get easily distracted, please do not apply.
• You do not make excuses. You take responsibility and find solutions. If it is never your fault or your problem when something goes wrong, please do not apply.
• When you encounter obstacles, you view them as challenges and opportunities instead of finding excuses.

We love to help people learn and grow. The ideal candidate must be able to take initiative on work that needs to be done and complete tasks with minimal hand-holding. We will provide all the resources needed and train you on our business's policies and procedures. We expect and require you to move through the learning process at light speed. If this sounds harsh or unfair, it is not. We have built this business from the ground up and have a unique culture we are proud of. Our team is a tight-knit group built on a foundation of trust and accountability, and we are very protective of it. We will not compromise or weaken that foundation by adding someone who thinks our standards are too hard to achieve. If, on the other hand, you are an individual who believes in holding yourself and others to high standards for success, then we want to meet you.

If you are a hard worker who is up for a challenge and wants to be a part of a team where your hard work and efforts are recognized, appreciated, and rewarded, then we are ready to talk to you.