Information and Record Clerks, All Other

Job Description

As an Information and Record Clerk, you will play a crucial role in managing the administration of estates and wills. This position involves overseeing the probate process, maintaining records, and communicating with various stakeholders, ensuring compliance with legal protocols.

Responsibilities

• Develop and maintain comprehensive filing systems.
• Administer distribution of assets according to legal guidelines.
• Assist in preparing tax documents related to estates.
• Utilize legal management software for tracking cases.
• Ensure records are updated regularly and accurately.
• Assist in conflict resolution among beneficiaries.
• Organize community outreach events for estate planning education.
• Provide training and guidance to junior clerks.
• Engage in continuous professional development in legal practices.

Requirements

Education

• Bachelor's degree in business, law, or a related field
• Master's degree is a plus

Experience

• 5+ years of experience in estate planning or probate administration

Technical Skills

• Legal software proficiency
• Database management skills

Soft Skills

• Interpersonal skills
• Organizational skills

Certifications

• Certified Legal Assistant (CLA)
• Estate Planning Specialist Certification

Languages

• English: Fluent

Advantageous

• Strong network within the legal community: Established relationships with attorneys and legal professionals.
• Experience in estate planning: Hands-on experience with estate planning and related legal processes.

Benefits

• Comprehensive medical, dental, and vision coverage
• Generous paid time off
• 401(k) savings plan with company match
• Employee assistance program for legal support
• Continuing education allowances

Company Culture

• Client-Centered Approach: We prioritize our clients' needs and work diligently to provide the best outcomes for their estate planning and probate concerns.
• Diversity and Inclusion: We strive to create an inclusive workplace where diversity is valued.
• Work-Life Balance: We promote a healthy work-life balance through flexible work arrangements and supportive policies.