What are the responsibilities and job description for the Estate Administration Legal Assistant position at Kimberly A. Pinchbeck, P.C.?
Description:
Kimberly A. Pinchbeck, P.C., a boutique trusts and estates firm located in the City of Richmond, is seeking a full-time legal assistant, whose primary responsibilities will relate to estate and trust administration.
Duties Include:
- Processing payables related to clients where the law firm serves as fiduciary;
- Assisting fiduciaries in determining location, titling, and value of assets;
- Identifying, compiling, and maintaining records related to fiduciary accounting for the law firm and its clients;
- Assisting fiduciaries with the preparation of Inventories and Accountings in connection with probate;
- Communicating with clients, financial institutions, and Commissioners of Accounts;
- Drafting routine documents related to estate and trust administration;
- Data entry and tax return preparation;
- Facilitating distributions to beneficiaries.
Education, Skills, and Experience:
- Bachelor’s Degree or related paralegal certificate, preferred;
- Experience in trusts and estates, preferred;
- Excellent verbal and written communication skills;
- Proficiency with Microsoft Excel and Word;
- Strong organizational skills and attention to detail;
- Ability to manage and prioritize multiple tasks on an ongoing basis.
Job Type: Full-time; On-site
Salary: Commensurate with experience