Trust & Estate Legal Assistant – Detail-Driven

Connell Foley LLP; Roseland (NJ); On-site; USD 42,000 - 62,000; Full time

Job summary

Connell Foley LLP seeks an enthusiastic, detail-oriented Legal Assistant to support the Trust & Estate Group in a fast-paced, document-heavy environment in Roseland, NJ. Experience with trusts, tax and probate matters is preferred.

You will work directly with clients and advisors, assist with estate administration and planning, manage document/file workflows, assemble complex client packages, support fiduciary litigation projects, and handle outside service invoices.

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 such as insurance and retirement forms, deeds, etc.).
• Document and file management.
• Prepare and assemble complex client planning and other packages.
• Assist with estate/fiduciary litigation projects (traditional litigation skills).
• Manage invoices for outside service providers (corporate filing providers, trust companies, etc.).

Skills

2+ years law firm exp

Follow-up / follow-through

Organization

Writing & proofreading

Time management & computer skills

Job description

Connell Foley LLP seeks an enthusiastic, detail-oriented Legal Assistant to support the Trust & Estate Group in a fast-paced, document-heavy environment in Roseland, NJ. Experience with trusts, tax and probate matters is preferred.

You will work directly with clients and advisors, assist with estate administration and planning, manage document/file workflows, assemble complex client packages, support fiduciary litigation projects, and handle outside service invoices.