AMS Staffing Inc. · 3 days ago
Trust & Estates Administrative Assistant- 3517602
Hunt Valley, MD
Full-time
Onsite
New Grad, Entry LevelAMS Staffing Inc. is a well-established boutique law firm in Hunt Valley seeking a highly organized Administrative Coordinator. The role involves supporting attorneys and paralegals with the administrative and documentation aspects of trust and estate administration and estate plan implementation.
ConsultingHuman ResourcesRecruitingRisk ManagementStaffing AgencyTechnical Support
Hiring Manager
Felicia Larion
Responsibilities
Request and track documents from financial advisors, institutions, and other professionals
Ensure documents are received, organized, and routed to the appropriate team members
Track matter deadlines and follow up as needed
Draft and file documents related to estate planning and trust/estate administration
Maintain charts, financial ledgers, and asset inventories from multiple sources
Compile information in preparation of fiduciary tax filings, including:
Form 706 (Estate Tax)
Form 709 (Gift Tax)
Form 1041 (Estate & Trust Income Tax)
Assist with phone coverage and professional communications
Review and organize correspondence; prepare matter status summaries
Schedule appointments and manage multiple calendars
Prepare accurate meeting notes
Maintain electronic and paper filing systems
Assist with presentations and flowcharts
Proofread and format legal and financial documents
Qualification
Required
Strong Microsoft Word and Excel skills
Highly organized with ability to manage multiple priorities
Excellent attention to detail and accuracy
Strong written and verbal communication skills
Careful proofreader with strong formatting skills
Professional, discreet, and dependable
Able to work independently and as part of a team
Preferred
Advanced Microsoft Office skills
Prior experience in legal, financial, or professional services environments
Benefits
Full benefits
Free parking
Company
AMS Staffing Inc.
🤝 History & Mission: Founded in 2002, AMS Staffing is a nationwide staffing agency committed to building lasting relationships and providing tailored talent solutions.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase