Life and Asset Planning Coordinator
Location: Life, Tennessee
Description: Harris Beach PLLC is at present looking to employ Life and Asset Planning Coordinator right now, this occupation will be placed in Tennessee. For complete informations about this occupation opportunity kindly see the descriptions. Job Type:
Non-Attorney
Office:
Rochester
The Coordinator will work with a team of attorneys and professionals to pre! pare estate planning documents (wills, powers of attorney, health care proxies, beneficiary designations) and will schedule and attend client meetings to execute the documents. The Coordinator also will be responsible for capturing relevant information in the Amicus database and assist with creating a forms databank for estate planning documents. This position requires a high level of motivation, flexibility, initiative and ability to follow through on numerous ongoing projects. Must exhibit a positive attitude and a willingness to help.
Responsibilities:
Ensure consistency and integrity of Amicus data entry for all estate planning files
Troubleshoot issues with Amicus database; answer questions and provide assistance to LAP group
Point of contact with Amicus database rep
Provide client scheduling assistance for LAP partners
Provide assistance to drafting planning documents as needed
Qualifications:
! Minimum 1-3 years of experience working in a law firm support! position; experience in trusts and estates preferred
High School diploma required; Bachelor’s degree preferred
Proficiency with Microsoft Office required; experience with Amicus or other database systems preferred
Must demonstrate strong proofreading skills and attention to detail
Demonstrates a high level of professionalism
Exhibits strong verbal and written communication skills
Must be able to effectively multi-task, meet deadlines and excel in a team atmosphere
Military experience a plus
Harris Beach PLLC is an Equal Opportunity Employer.
- .
If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to Harris Beach PLLC.
Interested on this occupation, just click on the Apply button, you will be redirected to the official website
This occupation will be opened on: Tue, 11 Jun 2013 16:29:13 GMT
Apply Life and Asset Planning Coordinator Here