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Administrative Assistant

An Administrative Assistant’s primary responsibility is to service the department and/or group of individual members of a department that the Administrative Assistant is dedicated to. The Administrative Assistant is responsible for assisting our team in communication with the legal claimants (e.g. heirs, estate representatives, etc.) of a deceased account owner’s asset. This position will require an energetic, well-organized and detail-oriented individual able to handle multiple priorities in a fast-paced environment.

Duties:  Include, but are not limited to the following:

  • Scan and attach legal claimant documents to records.
  • Maintain daily production goals and deadlines consistent with department standards.
  • Hand-folding of some outbound mail.
  • Prepare and mail post cards.
  • Prepare and mail letters.
  • Prepare and mail agreements.
  • Prepare and mail overnight packages.
  • Perform general clerical duties, (i.e., copy, fax, file, sort correspondence) on a daily basis.


  • Entry Level - Bachelor’s Degree, or the equivalent of education and experience.
  • Paralegal experience a plus.
  • MS Word Proficient.
  • MS Excel Proficient.
  • Knowledge of Estate Laws and Vital Records a plus.
  • Strong work ethic, excellent verbal and written communication skills.
  • Excellent interpersonal skills and a positive attitude.
  • Effective time and prioritization management.
  • Punctuality is a must.

The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

  • Normal office activity including keyboarding, heavy telephone usage, interacting with potential customers and other office staff, participating in meetings, extended periods of sitting and /or standing in an open office environment.
  • Visual acuity to read computer screens and written materials.
  • Ability to hear and speak on the telephone.
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