Office Bookkeeping: Manage daily financial transactions, maintain accurate financial records, and ensure compliance with accounting principles.
Probate Accountings: Prepare detailed accountings for probate matters, ensuring accuracy and compliance with legal requirements.
Estate Planning Funding: Assist with the preparation of spreadsheets for client assets and facilitate the transfer of accounts from individual names to trust names.
Client Asset Management: Work closely with clients to gather necessary financial information and provide updates on the status of their accounts.
Financial Reporting: Generate financial reports as required, providing insights and recommendations for financial planning and management.
Qualifications:
Bilingual Proficiency: Must be fluent in English and Spanish.
Accounting Expertise: Proven experience in bookkeeping and accounting, preferably within a legal environment.
Attention to Detail: Strong analytical skills and meticulous attention to detail are essential.
Communication Skills: Excellent written and verbal communication skills.
Legal Environment Experience: Experience working in a law firm or with legal matters is a significant advantage.
Technical Skills: Proficiency in accounting software and Microsoft Office Suite, particularly Excel.
