Estate, trust, or guardianship experience preferred
Paralegal certificate or degree preferred
Strong organizational and communication skills
Ability to work independently and as part of a team
Detail-oriented and able to handle multiple tasks simultaneously
Ability to maintain confidentiality and handle sensitive information
Strong computer skills and proficiency in Microsoft Office
Familiarity with FAS accounting system preferred
Experience in estate planning and tax law a plus
Must be able to pass a background check
Must be authorized to work in the United States
Ability to lift up to 25 pounds
Law Firm in Rockville, MD is seeking an Estates, Trusts, and Guardianships Administrative Assistant/Junior Paralegal with at least 1 year of experience in the field. The salary for this position is commensurate with experience and the firm offers a competitive benefits package, including 4 weeks of paid leave, 6 weeks of new child care leave, and gym membership reimbursement. This is a full-time position with both in-person and remote work options available.
H1: Joseph, Greenwald & Laake, PA is Hiring an Estates, Trusts, and Guardianships Administrative Assistant/Junior Paralegal in Rockville, MD H2: Join Our Team and Grow Your Career in Estate Planning and Tax Law
- Law Firm in Rockville, MD seeking an Estates, Trusts, and Guardianships Administrative Assistant/Junior Paralegal with 1 years of experience - Salary commensurate with experience - Pleasant business casual work environment - Competitive benefits package including 4 weeks of paid leave, 6 weeks of new child care leave, and gym membership reimbursement - Full-time position with both in-person and remote work options available - Assist in the development of estate planning documents - Assist in opening and maintaining ETGs - Draft petitions and related forms for ETGs - Open accounts at banks and brokerage firms for clients - Inventory and account for assets - Update financials in FAS accounting system - Draft tax returns using FAS - Maintain financial records and assist in closing ETGs - Strong accounting and financial experience may be a substitute for estates experience - Miscellaneous administrative support as needed - High school diploma or equivalent required - Paralegal certificate or degree preferred - Familiarity with FAS accounting system preferred - Experience in estate planning and tax law a plus - Must be able to pass a background check and authorized to work in the United States - Ability to lift up to 25 pounds
The Role:
As an Estates, Trusts, and Guardianships Administrative Assistant/Junior Paralegal at Joseph, Greenwald & Laake, PA, you will play a vital role in supporting our attorneys in the development and management of estate planning documents and ETGs. You will also be responsible for maintaining financial records and assisting in the closing of ETGs. This is a great opportunity for someone with 1 years of experience in the field to grow their career in estate planning and tax law.
Responsibilities:
- Assist in the development of estate planning documents - Assist in opening and maintaining ETGs - Draft petitions and related forms for ETGs - Open accounts at banks and brokerage firms for clients - Inventory and account for assets - Update financials in FAS accounting system - Draft tax returns using FAS - Maintain financial records and assist in closing ETGs - Miscellaneous administrative support as needed
Requirements:
- High school diploma or equivalent required - Paralegal certificate or degree preferred - Familiarity with FAS accounting system preferred - Experience in estate planning and tax law a plus - Must be able to pass a background check and authorized to work in the United States - Ability to lift up to 25 pounds
Salary and Benefits:
The salary for this position is commensurate with experience and the firm offers a competitive benefits package, including 4 weeks of paid leave, 6 weeks of new child care leave, and gym membership reimbursement.
- Salary commensurate with experience - 401(k) - Dental insurance - Employee assistance program - Flexible spending account - Health insurance - Life insurance - Paid time off - Retirement plan - Vision insurance
Work Environment and Schedule:
This is a full-time position with both in-person and remote work options available. Our office in Rockville, MD offers a pleasant business casual work environment and the opportunity to work with a supportive team of experienced attorneys.
- Full-time - 8-hour shift - Monday to Friday - Microsoft Office: 1 year (Preferred) - Rockville office, in person and remote work options available
Qualifications:
We are looking for a highly organized and detail-oriented individual with strong communication skills and the ability to work independently and as part of a team. The ideal candidate will have experience in estate, trust, or guardianship work, and a background in accounting or finance may be considered a substitute for estates experience.
- High school or equivalent (Required) - Estate, trust, or guardianship experience preferred - Paralegal certificate or degree preferred - Strong organizational and communication skills - Ability to work independently and as part of a team - Detail-oriented and able to handle multiple tasks simultaneously - Ability to maintain confidentiality and handle sensitive information - Strong computer skills and proficiency in Microsoft Office - Familiarity with FAS accounting system preferred - Experience in estate planning and tax law a plus - Must be able to pass a background check - Must be authorized to work in the United States - Ability to lift up to 25 pounds
Join Our Team:
If you are looking for a challenging and rewarding career in estate planning and tax law, Joseph, Greenwald & Laake, PA
