Boutique law firm in Winchester, VA seeking Estate Administration Legal Assistant.
As an Estate & Trust Administration Legal Assistant, you will support attorneys by organizing documents, tracking deadlines, and communicating with clients during the planning process. The ideal candidate should have excellent communication skills, be detail-oriented, and be strong at multitasking. No prior legal experience is required; we provide comprehensive on-the-job training. This is a great opportunity for someone in wealth management or private client services who wants to get away from sales pressure and move into meaningful, stable work helping families protect their legacy.
Responsibilities:
● Drafting standard probate forms, letters, and estate accountings.
● Managing phone calls and scheduling appointments.
● Collecting asset information, e.g., bank and brokerage account info, property info
● Handling client inquiries.
● Communicating with investment advisors and accountants
● Providing administrative legal support to our team, including processing docs
● Reviewing documents for accuracy.
● Employing artificial intelligence (AI) platforms for optimizing workflows.
Requirements and Skills:
● Proven work experience in an estate administration position (not required, but a plus)
● Financial literacy
● Advanced proficiency in computer applications and office technology
● Ability to type 45 words per minute
● Ability to qualify to be a notary
● Excellent communication and interpersonal skills
● Patient and kind
● Highly organized and detail-oriented
● Time management skills
● Strong background in Microsoft suite (Excel is required)
Preferred Qualifications:
● Degree in Finance, Accounting, Business, or related field
● Familiarity with:
○ Estate and trust administration processes
○ Financial account structures and asset titling
● Experience working with:
○ Accountants or financial advisors
○ Probate courts or fiduciary reporting
○ AI tools and technology to improve efficiency and accuracy
What We Offer
● Competitive salary based on experience ($40K to $80K) based on experience.
● Health insurance, 401k, other fringe benefits
● Professional development and training opportunities
● Collaborative team environment
If you have any questions about the position, please email Olivia at [email protected]
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Pay: $40,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
