Estate Administration Specialist

Vaco
$20.00 - $22.00 / hr
United States, Connecticut, Wethersfield
Jan 22, 2025
About the Estate Administration Specialist Position: The Estate Administration Specialist will assist attorneys and legal teams in tasks related to estate planning, trust administration, and probate law. This role involves a combination of administrative, legal, and client-facing responsibilities to ensure smooth operations and high-quality service delivery. Essential functions for the Estate Administration Specialist: The Estate AdministrationSpecialist will assist attorneys with preparing and finalizing estate planning documents, including wills, trusts, powers of attorney, and advanced directives. Manage client communications, including scheduling appointments, answering inquiries, and providing status updates. Organize and maintain client files, both physical and electronic, ensuring confidentiality and compliance with legal standards. Support attorneys in trust administration and probate matters by gathering financial documents, drafting correspondence, and preparing filings. Conduct legal research as needed to support case development. Monitor case progress and deadlines to ensure timely completion of tasks. Provide administrative support, including managing calendars, preparing billing information, and processing payments. Preferred Requirements & Qualifications for the Estate Administration Specialist: Previous experience in estate planning, trust administration, or a legal support role preferred. The Estate AdministrationSpecialist should possess proficiency in legal terminology and understanding of estate planning and probate processes. Strong organizational skills and attention to detail, with the ability to manage multiple tasks and deadlines. Excellent communication skills, both written and verbal, with a client-focused approach. Proficiency in legal practice management software and Microsoft Office Suite. Ability to work independently and collaboratively in a fast-paced environment. Paralegal certification or relevant legal training is a plus. Apply today and become the Estate Administration Specialist for their team! Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com . Vaco also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Pay Transparency Notice Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.