Legal Assistant I - Estates Specialist - The Salvation Army Eastern Territory : Job Details

Oversee the retrieving of incoming mail and the processing of outgoing mail. Prepare correspondence as directed by the Legal Secretary, Assistant Legal Secretary, and Supervisor of Estate Processing. Establish all new legacy cases through the preparation of initial correspondence with inclusion of documents when necessary. Prepare for signature correspondence relating to existing legacy cases. Prepare for signature correspondence acknowledging receipt of legacy distributions. Distribute correspondence and documents to appropriate person within Legal Department. Prepare legacy files for closure and scanning. Prepare active legacy files for scanning. Obtain closed file information as needed from Document Management and archives when necessary. Update information in 3rd Party Trust tab in Estates Database when necessary. Assist Document Specialist with review of bank statements when necessary. Assist the Legal Secretary and Assistant Legal Secretary as requested to maintain the smooth flo...Legal Assistant, Legal, Specialist, Estate, Assistant