Probate and Real Estate Assistant

1. Drive Probate and Real Estate files to meet timelines and billing milestones.
2. Prepare court pleadings, letters and other documents for the probate and trust settlement process. Strong understanding of FL court procedures to include probate.
3. Open real estate files, input data, and prepare closing documents for attorney review. 
4. Process and maintain probate and real estate files in an orderly fashion, update office databases and archive files.
5. Welcome buyers/sellers and other parities arriving at our office.  Answer real estate line or any other real estate calls appropriately.  Communicate with the different parties associated with our real estate transactions. Assist attorney in closings. 
6. Order, review title searches and title commitments.  Prepare and gather required documents to satisfy title requirements.
7. Prepare contracts for sale; Prepare documents for closings and other real estate transactions; Record recordable instruments and deliver title policy and other paperwork to appropriate parties, either by mail or in person.
8. Prepare 1099’s at year end and submit electronically to IRS. Track and complete title insurance commissions.
9. Attend Probate and Real Estate educational seminars.
10. Prepare and type letters and other general correspondence for attorney as needed.
11. Answer telephone calls and provide answers or appropriately direct the call to the right team member.

Personal Skills

1. Problem-solving, analytical, and research skills.
2.  Detail-oriented with strong organizational and time management skills.
3.  Ability to handle a variety of assignments simultaneously.
4. Motivated self-starter with a positive attitude.
5.  Willingness to work both independently and as part of a team.
6.  Excellent communication skills – written and oral.
7. Strong knowledge of MS Office applications, including Word, Excel, Outlook, and PowerPoint with a strong ability to learn other systems/programs. Knowledge of cloud-based lawyer case management system are a plus.
8. Advanced Adobe Acrobat Educational/Job Experience Requirements:
9. Client experience and customer service a priority
10. Ability to move and access file storage boxes.
11. High school diploma from an accredited institution
12. Paralegal Degree/Certificate, is a plus.
13. At a minimum of 2 + years of Real Estate or Trusts and Probate experience
14. Availability for overtime as needed or required.