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Company Name : The Fadel Law Firm
Location : Bountiful, UT 84010
Position : Legal Assistant/Funding Coordinator
Job Description : DESCRIPTION Small estate planning firm is seeking a full-time, in office paralegal/legal assistant to assist clients with transferring their assets to their trusts. The position requires organizing clients’ assets, coordinating with financial advisors and other professional advisors, and preparing deeds, forms, and other documents to transfer title of the assets to the trust or name the trust as pay/transfer-on-death beneficiary. The employee will be responsible for following up with clients and their advisors until the trust is fully funded.A well-qualified candidate will be professional, organized, self-motivated, and have a proven record of punctuality and dependability with a pleasant demeanor.QUALIFICATIONS & SKILLSPost-high school education in office management, business management, paralegal studies, a related field, or its equivalentExcellent clerical skills (e.g., min. 50 wpm, knowledge of formatting memos, letters, using templates)Proficient with Microsoft Windows Operating System and Microsoft Office Suite for Windows (Word, Excel, Outlook)Knowledge with Adobe Acrobat, including creating and editing formsExperience with reviewing abstracts and preparing deeds and other real estate documentsStrong written, verbal, and communication skills including proofing for spelling, grammar, and punctuationAbility to multitask and work efficientlyGood organization and time management skillsAttentive to detailsAbility to work independentlyGood retention and memoryWORK ENVIRONMENT: Professional office environmentSmall, collaborative officeDesk job that involves primarily working at a desk and occasional light liftingBusiness casual dress with no visible tattoosMonday-Friday, 8-hours per day in the office with 1-hour lunchJob Type: Full-timePay: $50,000.00 – $65,000.00 per yearBenefits:401(k)Health insurancePaid time offRetirement planSchedule:8 hour shiftMonday to FridayAbility to commute/relocate:Bountiful, UT 84010: Reliably commute or planning to relocate before starting work (Required)Education:High school or equivalent (Preferred)Experience:Paralegals & Legal Assistants: 1 year (Preferred)Microsoft Office: 1 year (Preferred)Work Location: One location
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