Attorney Jeffrey F. Dorko founded Dorko Wealth & Estate Planning in 1992. Today, Mr. Dorko works with his clients of over 30 years and their families exclusively on Estates and Trusts. This 30-40 hour a week paralegal position offers a motivated professional an opportunity to work with an experienced attorney and his team who will treat you with respect and kindness, and help mentor your career.
Responsibilities
- Prepare estate planning documents including Wills, Trusts, Deeds, etc.
- Prepare probate and estate administration documents, including Petitions for Probate and Pennsylvania Inheritance Tax Returns
- Collect and organize decedent's financial records, including tax returns, trust agreements, and financial statements
- Develop a close rapport with clients and keep them up to date on the progress of their case.
Required Experience, Knowledge, Skills and Abilities
- 4+ years experience as a legal secretary, assistant or paralegal
- Positive and professional demeanor
- Excellent interpersonal, written and verbal communication skills
- Strong work ethic; ability to work independently and as part of a team
- Highly detailed and organized
- Proficiency with MS Outlook, MS Word, and CRM usage, and Estate Administration Software
- Familiarity with the CRM program RedTail is a plus
Job Types: Full-time, Part-time
Pay: $47,500.00 - $70,000.00 per year
Benefits:
- Flexible schedule
- Free parking
- Health insurance
- Paid time off
- Professional development assistance
- Tuition reimbursement
Schedule:
- Choose your own hours
- Monday to Friday
Travel requirement:
- No travel
Ability to commute/relocate:
- Reading, PA 19610: Reliably commute or planning to relocate before starting work (Required)
Education:
- High school or equivalent (Required)
Experience:
- Microsoft Office: 3 years (Required)
Work Location: In person
