Tax, Trusts & Estates Administrative Assistant

Job Description

Job Description

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 :

This is an excellent opportunity for an organized and detail-oriented professional to contribute to a busy Tax, Trusts & Estates practice in a collaborative environment.