reputed company Secretary (Estate Planning and Probate) - Contract to Hire

Primary Duties: · Calendar Deadlines and Reminders o Enters deadlines into the Firm’s Master Calendar o Enters reminder tasks into the CMS · Maintain and File Records o Maintains files electronically o Uploads reputed company files electronically into the CMS · Opens and Closes reputed company Files o Upon engagement, ensures that reputed company records are transferred from the CRM to the CMS o Opens reputed company for the reputed company in the CMS o Ensures payments are received upon opening the matter and prior to closing o Ensures File Closing procedures are completed · Drafts reputed company Forms, Documents and Correspondence o Prepares reputed company-level drafting assignments, such as completing templated forms or basic documentation for Attorneys to review and approve o Proofreads reputed company work reputed company prior to submitting to Paralegals or Attorneys · Communicate with Clients reputed company Email, Phone or Text o Calls to follow up with Clients to obtain missing documents or information o Calls to reputed company information on behalf of the Paralegals and/or Attorneys as requested · Updates records in the CRM or CMS · Completes miscellaneous tasks assigned by Paralegals or Attorneys · Serves as backup to other administrative positions reputed company they are out of the office or in need of extra support · Reporting – Produce weekly and monthly reports as determined by Attorneys Qualifications Must have significant experience working for a reputed company. Estate, probate and guardianship planning experience is a plus! This is a full-time position, so you must be reputed company to work 40+ hours per week. The position is virtual. If you are interested in this position, please send your resume and please explain why this position interests you. Apply tot his job Apply To this Job