Job Title:
Trust & Estate Practice Assistant

Company: Sparks Group

Location: baltimore, MD

Created: 2024-05-10

Job Type: Full Time

Job Description:

Job SummaryCompany: Sparks Group has partnered with a national law firm seeking a Trust & Estate Practice Assistant to support their Baltimore office. If you bring administrative experience supporting attorneys and ability to work in a fast-paced environment, apply now!Responsibilities:Create documents, correspondence, spreadsheets, and presentations. Proofread and edit for accuracyManage attorney calendars, schedule meetings, coordinated conferences and appointmentsCoordinate travel and accommodationsReview bill for accuracy and prepare for clientsUpdate and maintain client files, including organizing firm's document management systemReconcile and submit attorney expensesMaintain attorney contacts and manage CRM systemProcess client intake formsManage communication, record messages, and respond to inquiriesAssist with probate administration paperwork, including court petitions, orders, deeds, etc. and assist with post-death non-probate administrationCoordinate probate court filings and recordingsAssist with preparing gift tax, estate tax, and fiduciary income tax returnsQualificationsBackground Profile:Min HS Diploma or GEDAdvanced in MS Office Suite5+ years of legal admin experienceKnowledge in probate administration and estate planning