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Paralegal

A Paralegal's primary responsibility is to recover/liquidate accounts of deceased account owners.  A Paralegal will work with the individuals from the Account Executive team and Research team to recover the asset. This position is responsible for driving the recovery process to ensure that the funds are properly recovered and properly distributed to the legal claimants.

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

  • Prepare liquidation documents to send to legal claimants.
  • Preparing authorizations to obtain birth, death, and marriage certificates.
  • Prepare waiver of probate bond applications, etc.
  • Receiving and reviewing (for quality control) all documents returned by the legal claimants and vital record offices and forwarding the same to the asset holder for liquidation.
  • Recover the funds from the asset holder.
  • Drive the payout process to legal claimants with the assistance of the finance department.

Qualifications:

  • Bachelor’s Degree, or the equivalent of education and experience
  • 1-3 years experience  in customer service or inside sales, or similar relevant experience in a customer facing role
  • Legal background, estate administration required
  • Experience in the financial services industry a plus
  • Excellent verbal communication skills
  • Strong process and organization skills
  • Ability to analyze complex situations and data
  • Ability to meet strict deadlines

Physical:

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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