Ray Quinney & Nebeker of Salt Lake City, UT, one of Utah's largest and most respected full-service law firms, is seeking an experienced, detail-oriented Legal Assistant to join our Tax, Trusts, and Estate Planning group.This is an excellent opportunity for a legal assistant who takes pride in providing exceptional support to attorneys and clients. The Legal Assistant will work closely with attorneys in the group and will be responsible for a variety of duties including preparing and revising estate planning and probate documents, coordinating client meetings and signing appointments, managing calendars, maintaining client files, and communicating with clients, courts, and other professionals.The ideal candidate is highly organized, dependable and comfortable managing multiple priorities in a fast-paced professional environment. Discretion and the ability to maintain strict confidentiality are essential.This is a full-time, in-office position, and is eligible for excellent benefits including a robust medical plan, dental, 401(k) matching and profit-sharing, generous paid time off (PTO), and more. If you are an experienced legal assistant looking for an opportunity to become an integral part of a respected Tax, Trusts and Estate Planning practice, we would love to hear from you! Primary Duties & ResponsibilitiesDraft, revise, and format estate planning documents, including wills, trusts, certificates of trust, powers of attorney, health care directives, and tangible personal property listsPrepare and assist with probate documents, including petitions, death certificates, acceptances, waivers and releases, orders, letters testamentary, and related documentsResearch county recorder records and prepare and electronically record deedsAttend client signing meetings with attorneys and assist with meeting preparation and follow-upMaintain accurate and organized electronic and hardcopy client filesOrganize and file legal pleadings and other documents to ensure procedural and filing requirements are metAssist with the preparation of Forms 706 (Estate Tax Returns) and 709 (Gift Tax Returns) using firm softwareCoordinate and manage attorney calendars, including client meetings, court hearings, signing appointments, and continuing legal education programsCommunicate professionally and effectively with clients, courts, outside counsel, and other third partiesAssist with time entry, billing records, invoicing, and related billing mattersAssist with annual attorney license renewals and continuing legal education requirements in multiple statesPerform general administrative duties, including scanning, copying, document preparation, and telephone coverageHandle sensitive and confidential client and firm information with the highest level of discretion Knowledge, Skills and AbilitiesProficient in Microsoft Office and AdobeExcellent written and verbal communication skillsExceptional organizational skills and attention to detailAbility to manage multiple deadlines and priorities while maintaining accuracyAbility to take initiative, anticipate needs, and work independently with minimal supervisionProfessional and courteous demeanor when interacting with clients, attorneys, courts, and colleaguesStrong typing and proofreading skillsAbility to maintain strict confidentialityExperience with electronic deed recording preferredComfortable learning and using legal software and document management systems Qualifications3+ years of experience as a legal assistant, preferably supporting attorneys practicing in tax, trusts and estates, probate, or transactional lawAssociate degree or other two-year degree preferred; or equivalent legal assistant experience Utah Notary Public commission, or ability to obtain onePrior experience with estate planning, probate, deeds, or tax-related legal work strongly preferred
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