Legal Assistant

Confidential Jobs; New York (NY); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health care

Dental and vision insurance

401(k) plan with employer match

Generous PTO

Job summary

A mid-sized law firm in Nassau County seeks a detail-oriented Legal Assistant for its Trusts & Estates department. The ideal candidate will have at least two years of estate planning experience, strong organizational skills, and proficiency in Microsoft Office. Duties include providing administrative support to attorneys and managing estate planning documents. The role offers competitive compensation and comprehensive benefits including health care and a 401(k) plan.

Qualifications

• Minimum of 2 years’ experience in estate planning.
• Proficiency in Microsoft Office applications is essential.
• Experience with probate and administration documents is a plus.

Responsibilities

• Provide administrative support to multiple attorneys.
• Draft and maintain estate planning documents.
• Organize and maintain accurate physical and digital files.
• Facilitate will/trust execution meetings.

Skills

Strong communication skills

Attention to detail

Organizational skills

Proficiency in Microsoft Word, Excel, and Outlook

Job description

Legal Assistant – Trusts & Estates (Nassau County, NY)

A well-established mid-sized law firm located in Nassau County is seeking a Legal Assistant to join its Trusts & Estates department. This is an excellent opportunity for a detail-oriented professional with at least two years of experience in estate planning to support a fast-paced and growing T&E practice.

Base pay range
$65,000.00/yr - $85,000.00/yr

Qualifications:

• Minimum of 2 years’ experience in estate planning
• Strong communication skills for client interaction and coordination with clients, tax auditors, attorneys, and other professionals
• Proficiency in Microsoft Word, Excel, and Outlook
• High level of accuracy and attention to detail
• Exceptional organizational skills and the ability to work as part of a team
• Familiarity with probate and administration documents a plus

Responsibilities:

• Provide administrative support to multiple attorneys in the Trusts & Estates department
• Draft, organize and maintain estate planning documents, including wills, trusts, power of attorney and related ancillary forms
• Prepare, review and file beneficiary designation forms
• Facilitate the re-titling of assets into revocable or irrevocable trusts by preparing the appropriate documentation and coordinating with financial institutions
• Proofread and organize legal documents, estate planning forms, memoranda, correspondence, and timesheets for accuracy and consistency
• Transcribe, scan, and electronically distribute legal documents
• Maintain attorney calendars, coordinate meetings, and schedule appointments
• Handle incoming calls and greet clients and visitors professionally
• Facilitate will/trust execution meetings
• Organize and maintain accurate and up-to-date physical and digital files
• Assist with overflow work within the department as needed
• Accurately enter attorney billable time
• Perform redlining, document formatting, and scanning

The firm offers competitive compensation and comprehensive benefits including health care, dental and vision insurance, access to flexible spending accounts, 401(k) plan with employer match and generous PTO.

Employment type: Full-time

Job function: Administrative

Industry: Legal Services