KNOWLEDGE BUILDERS
Job Description
Education:
High School Diploma or Equivalent
The candidate, working with the Legal Assistant II, will perform a variety of paraprofessional and administrative tasks. The candidate must be willing to learn and become familiar with Surrogate Court forms and processes; able to use basic math to review trusts and estates accounting documents; navigate several different enterprise data management systems and the New York State Court Electronic Filing system; be able to take direction; be detail oriented; and have good proof-reading skills.
The legal assistant's specific duties will include: I . Opening and reviewing incoming mail and documents submitted via email to identify, sort and distribute to the assigned AAGs. 2. Open new matters in NYMatters; create file folders for new matters; organize paper files in filing cabinets. 3. Generate and send registration letters and deposit checks received by the office. 4. Scan court notices, wills, trusts, pleadings and accountings and posting to a Word directory and NYMatters, the office's case management system. 5. Update matters in NYMatters including adding notes and documents; archive files; request archived files; and create and process archive lists. 6. Review files, including informal accountings, for approval by AAG's. 7. Correspond by email and telephone with attorneys, as requested by AAGs. 8. Respond to numerous inquiries from attorneys and the public by telephone and email. 9. Review, print, scan, email and mail legal documents, as requested by AAGs. I 0. Close files in NYMatters 11. Calendar meetings and deadlines for T & E Section. 12. Assist AAG's in litigation, including preparing petitions and other court documents; compiling and responding to discovery; filing documents in court; and preparing for trial. 13. Other duties as requested by AAGs.
Education:
High School Diploma or Equivalent
The candidate, working with the Legal Assistant II, will perform a variety of paraprofessional and administrative tasks. The candidate must be willing to learn and become familiar with Surrogate Court forms and processes; able to use basic math to review trusts and estates accounting documents; navigate several different enterprise data management systems and the New York State Court Electronic Filing system; be able to take direction; be detail oriented; and have good proof-reading skills.
The legal assistant's specific duties will include: I . Opening and reviewing incoming mail and documents submitted via email to identify, sort and distribute to the assigned AAGs. 2. Open new matters in NYMatters; create file folders for new matters; organize paper files in filing cabinets. 3. Generate and send registration letters and deposit checks received by the office. 4. Scan court notices, wills, trusts, pleadings and accountings and posting to a Word directory and NYMatters, the office's case management system. 5. Update matters in NYMatters including adding notes and documents; archive files; request archived files; and create and process archive lists. 6. Review files, including informal accountings, for approval by AAG's. 7. Correspond by email and telephone with attorneys, as requested by AAGs. 8. Respond to numerous inquiries from attorneys and the public by telephone and email. 9. Review, print, scan, email and mail legal documents, as requested by AAGs. I 0. Close files in NYMatters 11. Calendar meetings and deadlines for T & E Section. 12. Assist AAG's in litigation, including preparing petitions and other court documents; compiling and responding to discovery; filing documents in court; and preparing for trial. 13. Other duties as requested by AAGs.