Legal Assistant - Trusts and Estates

Job JunctureHauppauge, NY, US

5 hours ago

Job type

Full-time

Job description

Join to apply for the Legal Assistant - Trusts and Estates role at Job Juncture

Continue with Google Continue with Google

4 days ago Be among the first 25 applicants

Join to apply for the Legal Assistant - Trusts and Estates role at Job Juncture

Direct message the job poster from Job Juncture

President of Job Juncture and Affinity Executive Search (honored by Forbes as one of "America's Best Recruiting Firms")

Provide administrative support, including scheduling, document management, and client communication.
Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives.
Assist with estate administration tasks, including probate filings and beneficiary communications.
Conduct legal research and prepare summaries for attorney review.
Coordinate with courts, financial institutions, and government agencies as needed.
Maintain and update client files in compliance with firm policies.
Assist with billing, expense tracking, and other administrative duties as assigned.

Job description :

Provide administrative support, including scheduling, document management, and client communication.

Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives.

Assist with estate administration tasks, including probate filings and beneficiary communications.

Conduct legal research and prepare summaries for attorney review.

Coordinate with courts, financial institutions, and government agencies as needed.

Maintain and update client files in compliance with firm policies.

Assist with billing, expense tracking, and other administrative duties as assigned.

Qualifications :

Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred.

Strong organizational and multitasking skills with keen attention to detail.

Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus).

Excellent written and verbal communication skills.

Having a notary is a plus.

Ability to work independently and as part of a team in a fast-paced environment.

Why is This a Great Opportunity : Our client is a well-established law firm that concentrates on estate planning, trust and estate administration, elder law, and special needs planning. They are seeking a dedicated and detail-oriented Legal Assistant / Paralegal to provide critical administrative and paralegal support to their estate planning attorneys.

Salary is up to $70,000 - $90,000 plus a comprehensive benefits package, including health insurance and retirement plans.

Salary Type : Annual Salary

Salary Min : $ 70000

Salary Max : $ 90000

Currency Type : USD

Seniority level

Entry level

Employment type

Full-time

Job function

Legal

Industries

Staffing and Recruiting

Referrals increase your chances of interviewing at Job Juncture by 2x

Continue with Google Continue with Google

Bethpage, NY $36,000 - $50,000 1 month ago

Syosset, NY

$50,000.00

$65,000.00

2 weeks ago

Trust & Estates Legal Assistant (National Law Firm)

Norwalk, CT

$60,000.00

$70,000.00

1 week ago

Uniondale, NY

$50,000.00

$70,000.00

2 weeks ago

Uniondale, NY

$55,000.00

$75,000.00

22 hours ago

Huntington, NY $50,000 - $65,000 2 weeks ago

Uniondale, NY $70,000 - $75,000 3 days ago

Stamford, CT $55,000 - $70,000 3 weeks ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr

Create a job alert for this search

Legal Assistant • Hauppauge, NY, US