Estate Planning Jobs in Otsego

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United States
Posted On Jul 29, 26
Full-time 1 views

Title: Paralegal/Legal Assistant Job Responsibilities: The Paralegal/Legal Assistant will join a legal team at a law firm that provides comprehensive legal services across various practice areas. The responsibilities of the candidate include: - Legal Research: Conducting thorough legal research using platforms such as...

Full-time Experience : Min 3 yrs required

Prepare, proofread, and finalize estate planning documents, probate filings,... corporate documents, and client correspondence. - Manage attorney calendars, appointments, deadlines, and court filing requirements. - Communicate professionally with clients, courts, financial institutions, and government agencies. - Maintain electronic and physical client files with...

Posted On Jul 27, 26
Full-time 1 views Experience : 3-5 yrs required

correspondence, and document management. - Manage client communications professionally, ensuring confidentiality and clarity in all interactions. - Assist with legal research using platforms such as LexisNexis and Westlaw to support case preparation across various practice areas, including estate planning, environmental law, famil......

Full-time 4 views Experience : 2-2 yrs required

Title: Client Account Coordinator Job Responsibilities: The Client Account Coordinator serves as the primary relationship contact and account owner for assigned clients at the law firm. The role involves collaborating closely with teams across the organization to ensure that client needs are...

Posted On Sep 21, 26
Full-time 5 views Experience : Min 1 yrs required

Title: Posting Clerk Job Responsibilities: - Identify all incoming mail. - Scan and post payments using the system. - Collaborate with management to research and correct errors. - Perform additional responsibilities as assigned by management. Education and Experience Information: - Required Education: High School Diploma/GED. - Competencies:...

Posted On Sep 27, 26
Full-time Experience : Min 1 yrs required

Title: Quality Assurance Auditor Job Responsibilities: The Quality Assurance Auditor is responsible for supporting the internal Compliance Department by conducting professional operations reviews, audits, or investigations to ensure compliance with firm and client requirements. This includes preparing audit reports and supporting documents....

Posted On Sep 27, 26
Full-time Experience : Min 1 yrs required

Title: Records Clerk Job Responsibilities: The Records Clerk at the law firm is responsible for performing a range of tasks primarily related to mail processing and document management. Key duties include reviewing and sorting all incoming mail and faxes, dating and timestamping...

Full-time 2 views Experience : Max 5 yrs required

Title: Wills, Trusts, and Estate Attorney Job Responsibilities: - Meeting with... their wills, trusts, and estate planning needs. - Conducting legal... analysis to provide clients with the best possible legal advice and solutions. - Making court appearances as required to represent clients' interests in...

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