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Administrative Assistant

Colorado Springs, CO 80907

Posted: 05/09/2024 Employment Type: Contract Job Category: Administrative Assistant Job Number: 27681537

Job Description

Administrative Assistant for a local Trust Company within a Law Office

Job responsibilities:

  • Create an asset summary in MS Excel (list of assets from statements provided by clients) including account numbers, names, etc.
  • Work with the clients to get their assets retitled into the name of their trust
  • Follow up with companies and with clients to get confirmation that the assets have been transferred successfully.
  • Handling specific client documents
  • Completing forms
  • Contacting clients to follow-up on necessary documentation
  • Other administrative duties as needed

Requirements:

  • Recent Administrative Assistant experience
  • Prior experience with a multi-line phone and transferring calls
  • Must have intermediate skills in MS Word and Excel
  • Good phone etiquette with clients on the phone
  • Ability to work independently and have strong organizational and time management skills
  • Willingness to learn and be challenged
  • Ability to multi-task, problem-solve and work in fast-paced environment
  • Experience in the legal field (Estate Planning) is a plus

Long-term (approximately 2 months, but could extend)

Pay: $22.00-$23.00/hour (depending upon experience)

Schedule: 8:00 AM 5:00 PM (Mon-Thurs) and 8:00 AM 12:00 PM (Friday)

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