Job Description

Attorney Jeffrey F. Dorko founded Dorko Wealth & Estate Planning in 1992. Today, Mr. Dorko works with his clients of over 30 years and their families exclusively on Estates and Trusts. This 30-40 hour a week paralegal position offers a motivated professional an opportunity to work with an experienced attorney and his team who will treat you with respect and kindness, and help mentor your career.

Responsibilities

• Prepare estate planning documents including Wills, Trusts, Deeds, etc.
• Prepare probate and estate administration documents, including Petitions for Probate and Pennsylvania Inheritance Tax Returns
• Collect and organize decedent's financial records, including tax returns, trust agreements, and financial statements
• Develop a close rapport with clients and keep them up to date on the progress of their case.

Required Experience, Knowledge, Skills and Abilities

• 4+ years experience as a legal secretary, assistant or paralegal
• Positive and professional demeanor
• Excellent interpersonal, written and verbal communication skills
• Strong work ethic; ability to work independently and as part of a team
• Highly detailed and organized
• Proficiency with MS Outlook, MS Word, and CRM usage, and Estate Administration Software
• Familiarity with the CRM program RedTail is a plus

Job Types: Full-time, Part-time

Pay: $47,500.00 - $70,000.00 per year

Benefits:

• Flexible schedule
• Free parking
• Health insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement

Schedule:

• Choose your own hours
• Monday to Friday

Travel requirement:

• No travel

Ability to commute/relocate:

• Reading, PA 19610: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office: 3 years (Required)

Work Location: In person

Similar Jobs