Legal Assistant
LEGAL ASSISTANT – TRUSTS AND ESTATES
Our client, a full-service law firm located in Uniondale, New York is seeking a Legal Assistant with 2-4 years of experience in Trusts and Estates. The Trusts and Estates Legal Assistant provides administrative assistance and secretarial support to assigned attorneys with responsibility for performing a variety of clerical and administrative duties.
Responsibilities
Requirements
5 days in office, Uniondale, Long Island.
Competitive salary, an excellent benefits package and a collaborative, friendly environment.
The salary range for this role is $50,000 - $75,000, commensurate with the candidate's qualifications and relevant experience.
Our client, a full-service law firm located in Uniondale, New York is seeking a Legal Assistant with 2-4 years of experience in Trusts and Estates. The Trusts and Estates Legal Assistant provides administrative assistance and secretarial support to assigned attorneys with responsibility for performing a variety of clerical and administrative duties.
Responsibilities
- Familiar with electronic filing via NYSCEF.
- Maintain attorney’s daily calendar; independently schedule and re-schedule appointments including calendaring all court dates, conference calls and reminders.
- Receive, screen, transmit and schedule telephone and conference calls. Assist callers as necessary.
- Respond to client inquiries regarding routine matters independently; discuss with attorney as necessary.
- Prepare legal documents and correspondence and coordinate mailing of same
- Input attorney time records using timesheet software system; consolidate, edit and total time ensuring accuracy of input.
- Open all mail; review for content and prioritize for review; present and discuss with attorney; respond as directed; act independently on various issues; draft correspondence for review as requested.
- Initial set up and maintenance of files.
- Client billing. Familiar with LMSV billing system.
- Preparation of retainer agreements and opening new matters.
- Prepare Surrogate Court Forms for probate, administration and other proceedings using HotDocs program. Familiar with procedures for filing same.
- Arrange for service of legal documents. Preparation of affidavits of service for mailings.
- Familiar with drafting/editing estate planning documents such as powers of attorney and health care proxies.
- Responsible for handling original estate planning documents.
- Assist with preparation and conduct follow up concerning receipt and releases and other accounting documents.
- Perform due diligence using websites such as ACRIS, Social Security Death Index, Ancestry.com, etc.
Requirements
- Four-year college degree preferred but not required.
- 2-4 years of relevant Trusts and Estate Planning and Estate Administration experience in a law firm, including basic knowledge of standard estate planning documents including wills, healthcare proxies, powers of attorney and trusts.
- Comfortable with heavy client, attorney, and court contact.
- Ability to prioritize and manage multiple tasks and projects simultaneously.
- Ability to work independently as well as interact and function as part of a team to foster smooth efficient processing of workflow.
- Strong knowledge of attorneys practice, working effectively to complete tasks, prioritize assignments and meet deadlines in attorneys’ absence.
- Availability to work overtime on an as needed basis.
- Notary Public a plus.
- Must be comfortable with Microsoft Teams.
5 days in office, Uniondale, Long Island.
Competitive salary, an excellent benefits package and a collaborative, friendly environment.
The salary range for this role is $50,000 - $75,000, commensurate with the candidate's qualifications and relevant experience.
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