Our client, a regional law firm , is seeking a Tax, Trusts & Estates Administrative Assistant for its New Jersey office. This role provides critical administrative support to attorneys and clients, ensuring accuracy, organization, and timely delivery of materials.
Key Responsibilities :
- Assist in preparing Trusts and Estates binders, including compiling letters, emails, and relevant documents.
- Assemble final binder sets for mailing, prepare tables of contents, attach FedEx labels, and ensure formatting accuracy.
- Print and sticker documents for outgoing mailings; prepare FedEx shipments.
- Support attorneys by printing, organizing, and preparing materials for client meetings.
- Submit check requests as needed.
- Accurately save and organize documents within the firms document management system (e.g., MyCase / MyManage or similar).
- Assist with opening new files, including preparing administrative documents and running conflict checks.
- Provide coverage for the Client Services Representative in handling original documents and vault management.
Qualifications :
Strong organizational skills and attention to detail.Proficiency with Microsoft Office Suite and document management systems.Ability to manage multiple tasks, meet deadlines, and support a fast-paced practice group.Prior law firm experience with a focus on tax, trust & estates is requiredThis is an excellent opportunity for an organized and detail-oriented professional to contribute to a busy Tax, Trusts & Estates practice in a collaborative environment.