Quinn Fiduciary Services
We are a Fiduciary services organization with an upscale office and a dynamic team located in the lower Riviera of Santa Barbara. We are currently looking for a Fiduciary Assistant to join our team. The Fiduciary Assistant will assist three fiduciaries with all of the daily responsibilities of managing clients’ accounts including acting as a trustee/conservator for clients and their estates. This role will require the individual to use discretionary judgment and act on behalf of the client with regards to healthcare and financial management decisions. This is a client-facing role and will require the individual to have both a legal background and experience with accounting and cash management as well as a professional demeanor and the ability to communicate effectively with a diverse group of individuals. This is a great opportunity for the right individual with room for advancement and professional career growth.
Responsibilities include, but are not limited to:
Legal Case Management:
You will be required to manage legal case files including but not limited to managing and maintaining legal documents and calendaring and tracking event to ensure that appointments are kept and deadlines are met. Prepare filings, pleadings and other relevant documents required for legal purposes. Create correspondence accurately communicating and updating clients, trust officers, internal staff and all other relevant parties as to the status of the case and all material information pertaining to it.
Financial Management:
You will work with the daily money manager and be expected to use Quickbooks Accounting Software. You must also be proficient in Excel. You will work with the daily money manager to receive payments on behalf of clients and /or their estates and manage cash flow for individual accounts. You will prepare reports depicting financial status of the accounts to be used internally as well as presented to clients and various stakeholders.
Qualifications:
We are looking for a tech savvy individual who is highly organized and able to handle multiple priorities while adhering to strict deadlines. Someone who has experience as a paralegal or a legal assistant in estate planning and trust administration or other relevant job experience (1-3 Years) or accounting background would be an ideal candidate for this position. Excellent verbal and written communication skills are required. The ability to exercise sound independent judgment and discretion is also imperative. We are looking for someone who has a professional appearance and demeanor and is able to give presentations to groups of individuals and stakeholders. This person MUST BE BONDABLE. An Associates Degree is required. A Bachelors Degree is preferred. If you have these qualifications and have the desired experience, are detail oriented and a great communicator with a professional demeanor, consider joining our Team! We offer a competitive salary and benefits package. Please submit a resume and cover letter in order to be considered for this position.
Contact: Jackie Quinn, PhD, CLPF
(805) 845-5664
Jackie Quinn jquinn@quinnfidservices.com