Legal Assistant I Document Specialist

Overview

 

The Salvation Army, an international movement, is an evangelical part of the universal Christian Church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.

 

We are the largest non-governmental provider of social services in America and every year, we help over 30 million Americans overcome poverty, homelessness, addiction, economic hardships, loneliness, and exploitation through a wide range of programs and services.

 

Reporting to the Estates Supervisor, the Document Specialist is responsible for the completion and preparation of documents for signatures by the authorized signatories and appropriate corporate personnel of The Salvation Army and the regular review of financial statements received from various financial institutions.

 

This position requires approximately 35 hours of work per week and is onsite at our Eastern Territorial Headquarters in West Nyack, NY.  

 

Responsibilities

• Review all incoming documents pertaining to legacies, process and prepare same for signature, include required attachments, and if needed, notarize same once executed by appropriate corporate personnel.
• Correct and/or recreate documents received from various financial institutions and/or from the Commands.
• Make phone calls to ensure submission of required and accurate information and follow-up with representatives of various financial institutions if necessary.
• 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 (paper and electronic) in conjunction with annual fiscal year-end reports.
• Notarize documents as required for submission.
• In the absence of Estates Specialist, retrieve incoming mail and process outgoing mail.
• Obtain closed estate information from the Document Management Department and Archives, as needed.
• Assist the Secretary and Assistant Legal Secretary and Estates Supervisor as requested to maintain the smooth flow of information both within and outside the Legal Department.

Qualifications

•  Associate's Degree
• 1-3 years of related experience
• Must be able to function within a team environment.
• Needs working knowledge of legal procedures, legal documents, and bank/financial statements.
• Must be or willing to become a New York State Notary Public.
• Must have an exceptionally keen eye for details.
• This position requires proficiency with Microsoft Office, Lotus Notes, Adobe Acrobat, and familiarity with the use of multi-functional printers.
• This position requires adaptability and flexibility to learn and use department databases.

 

What We Offer:

• Generous Medical, Dental, Vision Benefits
• TSA paid Life Insurance for Employees
• Additional life insurance options for employees
• On-site cafeteria
• Paid Time Off – Vacation, Sick, Personal days
• 403(b) retirement savings plan
• Non-contributory Pension Plan
• Professional Development
• Free, on-site Fitness Center
• Federal holidays
• Opportunities to give back and support our communities

 

 

All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, disability or protected veteran status.