Legal Administrative Assistant - Trust & Estates

Offit Kurman; New York (NY); On-site; USD 42,000 - 66,000; Full time

Job summary

Offit Kurman, a leading AmLaw 200 law firm, seeks a Legal Administrative Assistant in our New York office to support attorneys handling trusts and estates matters. The role emphasizes proactive, detail-oriented, confidential service to clients and colleagues, under general supervision.

Responsibilities include managing calendars, drafting and finalizing documents, intake coordination, file organization, and research.

Qualifications

• Bachelor’s degree or equivalent experience required.
• At least three years of administrative support experience in a law firm or professional services environment.
• Experience supporting trusts and estates attorneys or matters is strongly preferred.
• Proficiency with MS Office (Outlook, Word, Excel, PowerPoint) and related systems.
• Strong writing, proofreading, organization and research skills with attention to detail.
• Ability to prioritize tasks, meet deadlines and handle confidential information discretely.
• Clear, professional communication and a strong commitment to client service.

Responsibilities

• Manage attorney calendars and coordinate client meetings, calls, events and appointments.
• Prepare, format, proofread and finalize legal documents and correspondence under attorney supervision.
• Coordinate new client and matter intake and ensure timely submission of information.
• Organize and maintain electronic and paper client files and matter records.
• Support trusts and estates matters by tracking deadlines and organizing documents.
• Conduct internet and legal research as directed and assist with court submissions.
• Communicate professionally with clients by phone, email and in person with confidentiality.
• Process expense reports, credit card reconciliations and reimbursement requests.
• Provide backup reception support and assist with other administrative needs.

Skills

Calendar management

Communication skills

Attention to detail

Research skills

Time management

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Document management systems

Time-entry systems

Job description

Offit Kurman, an AmLaw 200 law firm, is seeking a Legal Administrative Assistant for their New York based office. The Legal Administrative Assistant will support a team of attorneys focused on trusts and estates. Under general supervision, this role provides specialized administrative and legal support to two or more timekeepers, helping keep client matters organized and moving forward. The ideal candidate is proactive, detail-oriented, and committed to delivering excellent service to clients and colleagues.

Responsibilities:

• Manage attorney calendars and coordinate client meetings, calls, events, and other appointments.
• Prepare, format, proofread, and finalize legal documents and correspondence under attorney supervision.
• Coordinate new client and matter intake, ensuring required information and documents are submitted and filed promptly.
• Organize and maintain electronic and paper client files, estate planning documents, matter records, and related materials.
• Support trusts and estates matters by tracking deadlines, organizing documents, and assisting with administrative steps in the matter lifecycle.
• Conduct internet and legal research as directed and assist with preparing or submitting documents to courts and relevant agencies.
• Communicate professionally with clients by phone, email, and in person, while maintaining strict confidentiality.
• Process expense reports, credit card reconciliations, and reimbursement requests.
• Provide backup reception support and assist with other administrative needs as required.

Qualifications:

• Bachelor’s degree or equivalent experience.
• At least three years of administrative support experience in a law firm or professional services environment.
• Experience supporting trusts and estates attorneys or working with trusts and estates matters is strongly preferred.
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint; familiarity with document management and attorney time-entry systems.
• Strong writing, proofreading, organization, and research skills, with excellent attention to detail.
• Ability to prioritize competing tasks, meet deadlines, anticipate needs, and handle confidential information with discretion.
• Clear, professional communication skills and a strong commitment to client service.

Compensation is commensurate with experience.