Legal Assistant I Document Specialist

About the role

The Document Specialist supports The Salvation Army’s Legal Department at the Eastern Territorial Headquarters in West Nyack, NY. This onsite position requires approximately 35 hours per week.

Responsibilities

• Review all incoming documents pertaining to legacies, process and prepare them for signature, include required attachments, and notarize executed documents.
• Correct and/or recreate documents received from financial institutions and Commands.
• Make phone calls to ensure submission of required and accurate information; follow up with financial institution representatives as needed.
• Review bank statements (paper and electronic) for estates and third-party trust distributions.
• Verify third-party trusts are entered in the Estates Database.
• Review third-party trust bank statements in conjunction with annual fiscal year-end reports.
• Notarize documents as required for submission.
• Retrieve and process incoming and outgoing mail in the absence of the Estates Specialist.
• Obtain closed estate information from the Document Management Department and Archives as needed.
• Assist the Secretary, Assistant Legal Secretary, and Estates Supervisor to maintain smooth information flow within and outside the Legal Department.

Requirements

• Associate’s Degree.
• 1–3 years of related experience.
• Working knowledge of legal procedures, legal documents, and bank/financial statements.
• Must be or willing to become a New York State Notary Public.
• Exceptionally keen eye for details.
• Proficiency with Microsoft Office, Lotus Notes, Adobe Acrobat, and multi-functional printers.
• Adaptability and flexibility to learn and use department databases.
• Ability to function within a team environment.

Benefits

• Generous Medical, Dental, and Vision benefits.
• TSA-paid life insurance for employees; additional life insurance options.
• Paid Time Off: vacation, sick, and personal days.
• 403(b) retirement savings plan.
• Non-contributory Pension Plan.
• Professional development opportunities.
• Free, on-site Fitness Center.
• Federal holidays.
• Opportunities to give back and support communities.
• On-site cafeteria.