Full Time or Part Time (flexible scheduling available)
Experienced with Probate:
- Knowledgeable about Probate filings for local counties (Hamilton, Butler, Clermont, and Warren County);
- Has prepared and submitted inventories, accounts, and all other filings to Ohio Probate courts (on at least 30 estates);
- Effective in follow up with financial institutions to secure information necessary to move forward with Inventory and Accounting filings; and
- Able to take ownership of scheduling due dates and workflow in an electronic project management system.
- Keeping an upbeat demeanor with clients and team members; and
- Observing processes for potential improvements.
- Monitoring project developments and documenting client progress;
- Keeping information up-to-date for all pending matters; and
- Organizing client files in electronic and hard copy formats.
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