Overview
Legal Assistant – Real Estate Finance – Charlotte Jobs in Charlotte, NC at Winstead
Legal Assistant
Schmiedeskamp Robertson Neu & Mitchell LLP is looking for a Legal Assistant who can assist attorneys with all aspects of estate administration and planning.
Responsibilities and Duties
• Marshalling, organizing and analyzing asset information
• Valuation of assets
• Preparation of inventories
• Prepare asset transfer documents such as deeds and assignments.
• Drafting probate pleadings, including fiduciary reports/accountings
• Assisting with Estate and Gift Tax return and Fiduciary return preparation.
Essential Capabilities:
• Excellent writing and research skills
• Attention to detail, organization and ability to work with minimal supervision
• Excellent communication skills. The team member will communicate with clients, family members, trustees, tax auditors, and other attorneys, and professionals.
• Candidate will maintain client files and prepare materials for client meetings and assist with other documents or paperwork.
• Must be self-motivated and must be able to manage their time well, work proactively, and be aware of any issues that need to be brought to the attorney’s attention.
• Should be proficient with MS Word, Excel, Office, and Outlook.
Education: Paralegal Certification from an ABA approved program is preferable, but not required.
Experience: A BA/BS with 1-4 years of related experience is preferable, but not required.
Job Type: Full-time
Pay: $15.00 – $24.00 per hour
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Education:
High school or equivalent (Required)
Experience:
Microsoft Office: 2 years (Preferred)
Work Location: In person
Title: Legal Assistant – Real Estate Finance – Charlotte
Company: Winstead
Location: Charlotte, NC
