Legal Assistant Job at IntePros, Pittsburgh, PA

YnlSbm56ZDRHSkVCNk1mL282QkVjUXNKUUE9PQ==
  • IntePros
  • Pittsburgh, PA

Job Description

Legal Assistant

About the Role

We are seeking a detail-oriented Legal Assistant to support our operations by reviewing and analyzing client agreements, trusts, wills, and related documents. You will extract key data elements to ensure accurate account setup and maintenance within the accounting platform. This role requires a strong background in legal studies, excellent reading comprehension, and superior time management skills.

Key Responsibilities

  • Analyze and extract critical information from legal documents such as trusts and wills to code accounts accurately.
  • Open and maintain accounts based on wealth managers' requests, ensuring precise data entry and account setup.
  • Manage account-related documentation and updates to reflect accurate account characteristics.
  • Collaborate with wealth management teams to ensure compliance and accuracy in account processing.

Qualifications

  • At least 1 year of relevant experience.
  • Background in legal studies or paralegal work (law degree not required).
  • Strong skills in time management, attention to detail, and reading comprehension.
  • Proficiency in MS Office tools is a plus.

Job Tags

Similar Jobs

Delta Group

Private Investigator Job at Delta Group

Delta Group is a national, full service investigative firm, family owned for over 30+ years. We have serviced many of the largest insurance companies, third party administrators, self-insureds, and PEOs in the country. Our services are unrivaled, and we are highly dedicated... 

The H&K Group

Senior Heavy Civil Estimator/Project Manager Job at The H&K Group

 ...H&K Group, Inc. , is looking for an experienced Senior Heavy Civil Estimator/Project Manager to support public and private projects throughout the Greater Philadelphia Region! The Estimator plans, directs, and coordinates project activities to ensure goals of project... 

The LiRo Group

Scheduler Job at The LiRo Group

 ...Required to analyze baseline schedule to ensure the construction execution approach aligns with the design, specifications and contract / lease Schedule Change Review of change orders Perform time impact analyses (TIA) to determine the extent of the impacts of... 

Mill Pond Health Campus

Director of Nursing (DON, RN) Job at Mill Pond Health Campus

 ...consistent people you meet, work with, and get to know. It's not at all like the fast-paced in-and-out of other hospitals, restaurants, and hotels. WHAT WE'RE LOOKING FOR: Here's what you'll do when you join us: Lead our Nursing Services Department in accordance with... 

TALENT Software Services

Pharmacy Call Center Technician (Spanish) Job at TALENT Software Services

 ...Are you an experienced Pharmacy Call Center Technician (Spanish) with a desire to excel? If so, then Talent Software Services may have...  ...for providing knowledgeable and courteous customer assistance and response to members, providers and Pharmacy Call Center Technician...