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Legal Administrative Assistant - Trust & Estates - New York
Legal Administrative Assistant - Trust & Estates - New YorkFriedman Williams • New York, NY, US
Legal Administrative Assistant - Trust & Estates - New York

Legal Administrative Assistant - Trust & Estates - New York

Friedman Williams • New York, NY, US
8 days ago
Job type
  • Full-time
Job description

Overview

Legal Administrative Assistant – Trust & Estates – New York, NY

Job ID : 19820

To be an effective member of the team, administrative professionals should familiarize themselves with the firm's procedures, including the organization of files within the Records Department and the billing processes of the Accounting Department. To contribute meaningfully to a practice group, LAAs collaborate with their assigned lawyers to establish and maintain the specific protocols of the practice group as well as the individual requirements and procedures of each lawyer.

Responsibilities

  • Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel
  • Knowledge of Document Management Systems (e.g., DeskSite)
  • Strong organizational skills and attention to detail
  • Good judgment, along with strong interpersonal communication abilities
  • Strong analytical and problem-solving skills
  • Excellent time management capabilities
  • Strong computer and Internet research skills
  • Ability to effectively multitask and prioritize work, ensuring timely completion of all tasks
  • Demonstrates the ability to work independently and proactively identify the needs of assignments
  • Maintains composure while effectively managing multiple deadlines, even with frequent interruptions
  • Assists and provides support to attorneys on dedicated assignments as well as associates assigned to Practice Support Teams
  • Optimizes time efficiency for assignments by reading, researching, and routing email correspondence appropriately
  • Liaises with various support departments of the Firm on behalf of assignments
  • Maintains calendars for assignments, planning and scheduling meetings, conferences, teleconferences, video conferences, and travel; informs assignments of schedules in advance of commitments
  • Analyzes, allocates, processes, and monitors complex expense reports
  • Maintains and updates client / matter lists, Outlook contacts, and marketing mailing lists for assignments
  • Responsible for the annual mailings associated with assignments
  • Conducts research and appropriately routes correspondence
  • Produces documents by formatting, inputting, editing, retrieving, copying, and transmitting information
  • Proofreads and reviews all produced work for accuracy and clarity
  • Receives, screens, and transfers telephone calls; conveys messages according to assignments' preferred methods
  • Responsible for submitting requests for conflict reports and preparing and monitoring the creation of new business forms
  • Coordinates client billing efforts with the billing specialist
  • Enters, proofreads, and finalizes daily time entries for assignments
  • Maintains files for assigned attorneys in accordance with the Firm's Policy on Records Management
  • Provides support to visiting attorneys and clients as required
  • Collaborates effectively with all levels of internal management and staff, as well as external clients and vendors
  • Works harmoniously and effectively as part of a team
  • Demonstrates self-initiative and a strong commitment to the role; takes ownership of actions and responsibilities
  • Exercises discretion and confidentiality in all matters
  • Voluntarily helps colleagues and actively seeks additional work during low workload periods
  • Continues to pursue skill development and professional growth
  • Maintains a safe and unobstructed work area, including a tidy and organized desk; adheres to safe work practices
  • Performs other duties as assigned

Key Responsibilities

  • Support for Court-Related Tasks : Assist a dynamic team of timekeepers with client and court-related duties, including preparing client case files, organizing and editing documents for court appearances, e-filing, and ensuring that all paperwork is submitted accurately and punctually.
  • Phone and Client Communication : Serve as the initial point of contact for clients and callers, respond to inquiries, direct to the appropriate attorney or team member, and contribute to exceptional customer service.
  • Client Interaction : Engage with clients regularly in-person and by telephone; conduct general client intake; manage conflict checks with the Client Engagement team; schedule consultations; assist check-in and provide relevant case information.
  • Basic Administrative Support : Establish physical and electronic files, prepare binders, coordinate with process servers, file documents with courts, and organize documents under the guidance of the legal team.
  • Qualifications

    Education and Experience

  • Required : High school diploma or GED
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Basic understanding of legal terminology, formatting of legal documents, and familiarity with the practice group's systems and procedures (e.g., court procedures, closings)
  • Professional, friendly, and approachable demeanor
  • Willingness to learn and engage in ongoing training
  • Strong communication skills (verbal, written, in-person)
  • Detail-oriented and organized; ability to handle time-sensitive documents and court-related materials
  • Team player with ability to adapt to a fast-paced environment
  • Preferred : Bachelor's degree (B.A. or B.S.)
  • Prior experience in a professional services firm, preferably in a legal setting with Litigation and Family Law
  • Accurate typing speed 60-70 WPM
  • Proficiency in advanced Microsoft Office functions (e.g., Adobe)
  • Application

    If you are interested in this position, please email the recruiter at nmuldowney@friedmanwilliams.com

    Tagged as : Legal Administrative Assistant - Trust & Estates - New York

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