Provides support to attorneys for Real Estate, Estate Planning and Business
Matters
General Accountabilities
Communicates with clients, realtors and attorneys, initiating contact and responding as needed through phone and email correspondence
Oversees new client intake and prepares welcome / engagement letters
Assists with sale closings, purchase closings and post closing matters
Prepares and records business, real estate and estate planning documents, deeds and filings
Manages calendars and follow through to ensure all matters are handled in a timely manner and invoiced for work completed
Maintains records management database systems, staying current with updates on ways to improve efficiency
Answers phone calls and directs calls to appropriate staff or takes messages
Job Qualifications
Education : Associate's or Bachelor's degree
Experience : 3-5 years of related experience; or equivalent combination of education and experience
Skills
Time Management
Takes Initiative
Attention to Detail
Customer Service Skills
Excellent verbal and written communication
Experience with Microsoft Office essential; knowledge of Smokeball Database preferred.
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