Overview
Legal Assistant/Paralegal Jobs in San Diego, CA at CARE Law Group
We are looking for a Probate Administrator/Legal Assistant to assist our busy Westport law firm’s boutique trusts and estates practice with all aspects of estate planning and administration matters, including assembling estate planning documents and client packages, creating and managing estate files, entering bank and investment account statement information into accounting software and probate court filings. To be successful in this role, you should be comfortable with bookkeeping/accounting and a flair for spotting and solving numerical issues. Specific knowledge of Onesource Trust & Estate Administration Fiduciary Account System helpful, but not required.
Responsibilities
Assemble estate planning documents and client packages
Greet clients and participate in signing ceremonies
Maintain estate and trust files
Prepare probate filings, including inventories and administration accounts with principal and income schedules
Value securities in accordance with IRS reporting procedures
Organize and input financial transactions from bank and investment account statements into accounting software and balance monthly cash statements
Skills
General familiarity with fiduciary accounting principles and accounting software
MS Excel, Word, PowerPoint and Outlook skills
Strong attention to detail and analytical skills
Ability to work independently and meet deadlines
Additional certification (CPA/Paralegal Certificate) is a plus
Job Types: Full-time, Part-time
Pay: $26.00 – $32.00 per hour
Benefits:
Flexible schedule
Paid time off
Schedule:
Day shift
Work Location: In person
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Title: Legal Assistant/Paralegal
Company: CARE Law Group
Location: San Diego, CA
