Sullivan, Griffith & Beatty, LLP is growing. We are always looking for smart, dedicated and talented individuals who care about the families we help and take pride in providing client-focused service. Full time positions are currently available.
Please submit your resume and cover letter to this email address: info@sgbllp.com
Funding Coordinator
This position provides critical client service by coordinating asset re-titling and beneficiary designations to appropriately align assets with estate and tax planning goals. Responsibilities include gathering and entering data, completing forms, frequent interaction with clients and financial institutions, preparing mailings, providing general administrative support, and responding to unpredictable questions from clients and financial institutions and monitoring workflow.
To qualify, a candidate must have excellent telephone and interpersonal skills; strong computer skills, be detail-oriented, and possess the ability to adapt to rapidly changing priorities and be willing to assume additional responsibilities when needed. This individual must be well organized and be able to manage multiple tasks and priorities.
Requirements:
- Strong Interpersonal skills
- Maintain the highest level of confidentiality
- Positive attitude and dedication to extraordinary client service
- Excellent verbal and written communication skills
- Exceptional organizational and time management skills
- Creative mind and problem-solving skills
- Strong attention to detail and ability to multi-task
- High degree of professionalism, discretion and decorum
- Ability to work independently, and in a team environment
- Strong computer skills, including proficiency in MS Office applications (Outlook, Word, Excel, PowerPoint), Adobe, and document management and client relationship software
- Have or obtain Notary Certification
Estate & Trust Administration Paralegal
This position coordinates the maintenance of critical estate and trust administration files. Responsibilities include identification and verification of required asset information, entering data in secure tracking system and tax reporting software, following up with clients and financial institutions regarding asset re-titling and tax reporting, completing forms, preparing mailings and providing general administrative support. This position requires the ability to respond to questions from clients and financial institutions. Probate experience helpful but not required.
To qualify, a candidate must have excellent telephone and interpersonal skills; strong computer skills, be detail-oriented, and possess the ability to adapt to rapidly changing priorities and be willing to assume additional responsibilities when needed. This individual must be well organized and be able to manage multiple tasks and priorities.
Requirements:
- Excellent communication skills, both verbal and written
- Strong organizational, analytical and interpersonal skills
- Maintain the highest level of confidentiality
- Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), PDF software and related scanning and production utilities, and document management and client relationship software
- Ability to prioritize and complete multiple tasks with competing deadlines in a fast-paced environment
- Ability to learn quickly and work independently with minimum supervision
- Strong sense of team work and the willingness to provide back-up support to other team members on a frequent basis
- High degree of professionalism, discretion and decorum
- Punctuality and dependability
- Have or obtain Notary Certification
