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Accel Financial Staffing
Legal Assistant - Trusts & Estates
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Job Description
Legal Assistant
•Trusts & Estates
LEGAL ASSISTANT
•TRUSTS & ESTATES
Oklahoma City, OK | Downtown
Full-Time | On-Site
$55,000
•60,000+ DOE A well-established Oklahoma law firm is seeking an experienced Legal Assistant to support attorneys in its Trusts & Estates practice. This is a full-time, on-site opportunity in downtown Oklahoma City for a detail-oriented professional who is comfortable working with confidential client information and handling complex legal matters. Qualifications
Prior legal assistant or legal support experience, preferably within trusts & estates, estate planning, probate, or a related practice area
Ability to manage multiple priorities and meet deadlines
Professional demeanor and excellent client-service skills
Ability to work independently while collaborating effectively with attorneys and team members
High level of confidentiality and discretion
Proficiency with Microsoft Office and legal document management systems preferred
Responsibilities
Prepare and assist with estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, advance directives, and beneficiary designations
Assist with trust funding documents, deeds, and related real estate transfers
Support attorneys with probate and trust administration matters
Draft correspondence and communicate professionally with clients
Coordinate document signing and execution appointments
Gather, review, and organize financial, personal, business, and asset information from clients
Maintain accurate physical and electronic client files
Communicate with clients, financial institutions, accountants, advisors, and county offices as needed
Monitor deadlines and maintain attorney calendars
Assist with probate filings and other court-related documents
Track outstanding client information, signatures, and documents
Provide mid-to-high level administrative and clerical support to attorneys and paralegals
Handle sensitive and confidential information with the highest level of discretion and professionalism