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kay search group

Legal Executive Assistant (T&E Department)

kay search group, Campbelltown, Pennsylvania, us, 17010

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Job Description

Job Description

Position:

Legal Executive Assistant (T&E Department) Location:

Mineola, NY Compensation Package:

Base salary up to $85K, Paid Overtime, Annual Bonus, Comprehensive Benefits, 401(k), and more Firm:

Prestigious National Law Firm Overview: This is a unique and highly visible opportunity to provide executive-level legal and administrative support the Trusts & Estates Department at a top-tier national law firm. The ideal candidate will bring a high degree of professionalism, discretion, and attention to detail in managing complex estate matters and supporting high-level departmental operations.

Responsibilities for Legal Executive Assistant (T&E Department): Serve as a trusted right hand to the Department Chair, providing proactive, high-level administrative and legal assistance in a fast-paced and sophisticated legal environment Manage a complex and ever-changing calendar, coordinate high-level internal and client meetings, and ensure seamless communication across all parties Prepare and file court documents for probate and estate proceedings, including fiduciary appointments, disclaimers, resignations, inventories, and estate claims Assist with the preparation and timely filing of Federal and New York State estate tax returns Draft, revise, and finalize estate planning documents such as wills, trusts, powers of attorney, and healthcare proxies Prepare and manage beneficiary designation forms, and assist with the administration and transfer of assets across estate and trust accounts Maintain accurate and confidential records, time entries, and billing support for the Chair

Requirements for Legal Executive Assistant (T&E Department): Minimum 5+ years of Trusts & Estates experience in a law firm setting, with demonstrated experience supporting senior-level attorneys Exceptional organizational and multitasking skills with the ability to anticipate needs and prioritize with minimal supervision Proficiency in Microsoft Office Suite (Word, Outlook, Excel); knowledge of legal billing/time entry systems is a plus Strong interpersonal skills and a refined client service orientation Familiarity with New York probate procedures and estate administration; working knowledge of Medicaid applications is a plus Powered by JazzHR 3u539meJDS