Estates

Rockville, Maryland

Joseph Greenwald & Laake, P.A.
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Joseph, Greenwald & Laake, PA (JGL) Rockville, MD office - Law Firm seeking Estates, Trusts & Guardianships ("ETGs") Administrative Assistant/ Junior Paralegal - 1+ years of experience.


Pleasant business casual work environment, competitive benefits to include, but are not limited to 4 weeks of paid leave, minimum of 6 weeks new child care leave, paid parking, gym membership reimbursement, etc.


Day-to-Day responsibilities include but are not limited to:

Assist in the development of estate planning documents; Assist in opening ETGs; Maintain ETG calendar; Draft Petitions for ETGs and related forms; Assist in opening accounts at banks and brokerage firms on behalf of client; Inventory assets; Accounting of assets; Update financials in FAS (accounting system); Draft tax returns utilizing FAS; Maintain financial records; Assist in closing ETGs; Strong accounting and financial experience may be substitute for estates experience. Miscellaneous administrative support as needed.


Job Type: Full-time


Pay: $37,000.00 - $50,000.00 per year


Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Experience:

  • Microsoft Office: 1 year (Preferred)
  • Work Location: In person
Date Posted: 31 March 2025
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