Estate & Trust Legal Assistant – Detail‑Oriented & Client‑Facing

Connell Foley LLP; Roseland (NJ); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Profit sharing

401(k)

Medical and dental coverage

Job summary

Connell Foley LLP is seeking an enthusiastic Legal Assistant to support the Trust & Estate Group in Roseland, NJ. This role covers fast-paced, document-intensive projects with close collaboration with clients and advisors on document requests.

Responsibilities include estate administration and planning support, document/file management, and assembling complex client packages, plus assisting with fiduciary matters while handling invoicing for service providers.

Qualifications

• Minimum 2 years law firm experience.
• Strong follow-up and follow-through skills.
• Excellent organization, writing, time management, proofreading, and computer skills.

Responsibilities

• Dealing directly with clients and advisors on requests for documents.
• Assist with estate administration issues; assist on estate planning matters (including the preparation of forms, deeds, etc.).
• Document and file management; prepare and assemble complex client planning and other packages.
• Assist with estate/fiduciary litigation projects; manage invoices for outside service providers.

Skills

Trusts experience

Estate planning

Document management

Client coordination

Job description

Connell Foley LLP is seeking an enthusiastic Legal Assistant to support the Trust & Estate Group in Roseland, NJ. This role covers fast-paced, document-intensive projects with close collaboration with clients and advisors on document requests.

Responsibilities include estate administration and planning support, document/file management, and assembling complex client packages, plus assisting with fiduciary matters while handling invoicing for service providers.