Trust & Estate Legal Assistant & Coordinator

Ehrenkranz Partners LP; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Ehrenkranz Partners LP in New York seeks a Legal Assistant and Team Coordinator to provide comprehensive administrative support for the Trust and Estate Group. The role involves client coordination, document preparation, and maintaining organized filing systems.

The ideal candidate will have 2 to 5 years of relevant experience, strong organizational skills, and proficiency in Microsoft Office. A willingness to become a notary is also preferred. Join us in delivering exceptional service to ultra-high-net-worth clients.

Qualifications

• 2 to 5 years of relevant experience in a legal assistant or related role.
• Ability to handle sensitive and confidential information.
• Familiarity with trust and estate documents preferred.

Responsibilities

• Manage phone coverage, calendars, and meeting scheduling.
• Assist with trust and estate document preparation.
• Coordinate annual trust distributions and communications.
• Respond to client inquiries and support scheduling needs.

Skills

Highly organized

Professional communication skills

Strong administrative skills

Proficiency in Microsoft Office

Job description

Ehrenkranz Partners LP in New York seeks a Legal Assistant and Team Coordinator to provide comprehensive administrative support for the Trust and Estate Group. The role involves client coordination, document preparation, and maintaining organized filing systems.

The ideal candidate will have 2 to 5 years of relevant experience, strong organizational skills, and proficiency in Microsoft Office. A willingness to become a notary is also preferred. Join us in delivering exceptional service to ultra-high-net-worth clients.