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Title : Legal Assistant/paralegal

Location : Pennsylvania - Bethlehem
Refer to Job # EGSA855535

Legal Assistant/Paralegal Duties: Handle an assigned caseload under attorney supervision. Serve as first point of contact with clients and third parties. Gather, organize and analyze information and documents from clients and third parties, including drafting and updating of asset and income inventories. Transcribe legal documents, including Wills, Trusts, Powers of Attorney, Deeds, Assignments, and Agreements. Draft and document Medicaid applications, PA Inheritance tax returns, and federal and PA fiduciary and personal income tax returns. Enter transactions for decedent estate and trust administration in Lackner software. Draft routine documents relating to estate administration and Medicaid applications including Letters Testamentary, Notices of Estate Administration, legal advertising request letters, valuation request letters, authorizations for disclosure of information, and client closing letters. Meet and greet clients and other office visitors; answer and route telephone calls; process new client calls to include interviewing callers, preparation of new client intake forms, scheduling of new client appointments, and drafting of appointment confirmation letters; conduct office bookkeeping, to include preparing deposits, printing reports, and making disbursements and receipts from all bank accounts using QuickBooks software; order, open and store supplies; maintain and update databases; organize setup for in-house seminars; witness document signings; and perform general administrative duties, including but not limited to opening and distributing mail, retrieving voice mail, maintaining office equipment, communicating orally and in writing with vendors and other non client personnel, and other miscellaneous administrative duties. Qualifications: Entry level with legal secretary/paralegal certificate or with prior legal secretarial experience. Experience with Excel, and QuickBooks. Lackner tax software is a plus. Pleasant appearance; friendly personality; punctual; neat and tidy; good typing skills; proficient with Word.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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