Overview
Historic Records Clerk Jobs in Leesburg, VA at Loudoun County Government
We are seeking a highly motivated, versatile and detail-oriented Estate Planning Paralegal to join our Cookeville, Tennessee office. This role provides crucial support to our attorneys and clients through the estate planning process. At Guffey Law, the ideal candidate will have legal knowledge, attention to detail, and share our company statement to provide exceptional service to our valued clients. This position is full-time, in office Monday to Friday at our Cookeville location.
Responsibilities:
Estate Planning Support: Assist with estate planning processes, including drafting estate planning documents; last will and testament, power of attorney, living wills, healthcare directives, and other ancillary documents
Trust Administration: Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings
Legal Research: Conduct legal research on trust and estate matters, staying current on relevant laws, regulations, and case law to support attorneys in case preparation and strategy. Review and analyze Will and Trust provisions
Meet with attorneys and other professionals to discuss assigned cases or projects. Serve as liaison between our firm, clients, advisors, and beneficiaries
Communication: Directly communicate with clients to gather information, provide updates as needed, answer any questions during their estate planning process, and facilitate scheduling execution of documents. Directly communicate with financial advisors to gather information and provide status updates.
Develop and maintain records regarding expenses and billable hours spent on specific matters.
Maintain and organize matter files, documents, and correspondence.
Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
Work as a team with other law firm personnel to ensure all tasks and assignments have been completed.
Prepare and file necessary deeds with the Register of Deeds office in a timely manner.
Qualifications:
High School Diploma required; professional degree or certification preferred
Experience in estates & trust with a law firm, accounting firm, or bank trust departments preferred but not required
Proficiency with Windows-based software and Microsoft Office Suite, including Word, Adobe PDF, and Excel
Proficiency with Google Suite based software i.e. Mail, Chat, and Share Drives
Experience with Clio CRM is a plus
Tennessee Notary is a plus
Skills:
Ability to work independently and time effectively to meet deadlines
Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner and under minimal supervision
Ability to communicate professionally and interact effectively with all levels of personnel and clientele
Flexibility and ability to respond quickly and positively to shifting demands
Capacity to handle sensitive information with discretion and confidentiality
Strong analytical and problem-solving mentality
Benefits:
Competitive hourly rate
Supplemental insurance options after 90 days of employment
Health insurance reimbursement options after 1 year of employment
Paid federal holidays off
Professional development opportunities
Potential for growth within the firm
Interested candidates should submit a resume and cover letter to: [email protected]
In compliance with federal and state equal opportunity employment laws, Guffey Law is an affirmative action/equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age, or gender.
Job Type: Full-time
Pay: $12.00 – $18.00 per hour
Expected hours: 35 – 40 per week
Benefits:
Dental insurance
Flexible schedule
Vision insurance
Schedule:
8 hour shift
Education:
High school or equivalent (Required)
Experience:
Customer service: 1 year (Required)
Google Suite: 1 year (Preferred)
Ability to Relocate:
Cookeville, TN 38501: Relocate before starting work (Required)
Work Location: In person
Title: Historic Records Clerk
Company: Loudoun County Government
Location: Leesburg, VA
