Estate Planning Paralegal / Legal Assistant

A Boutique Financial Services Firm

Estate Planning Paralegal / Legal Assistant

Immediate Need

Sandy Springs, Georgia

Growth

In-office

Up to approximately $400 per pay period allowance that employees may use toward healthcare, transportation, or personal benefit expenses.

• Draft estate planning and trust documents
• Coordinate deed filings with counties
• Assist with corporation formations
• Support trust funding activities
• Coordinate and organize client documentation
• Draft client correspondence and letters
• Answer phones and assist with general office administration
• Maintain accurate and organized files

• 1+ years of related experience preferred
• Estate planning or trust experience highly preferred
• Strong attention to detail required
• Degree or Paralegal Certificate preferred
• Strong communication and organizational skills