Wallman Unlimited Company
Tax, Trusts & Estates Administrative Assistant
Wallman Unlimited Company, Hackensack, New Jersey, United States
Job Description
Job Description
Our client, a
regional law firm , is seeking a
Tax, Trusts & Estates Administrative Assistant
for its New Jersey office. This role provides critical administrative support to attorneys and clients, ensuring accuracy, organization, and timely delivery of materials. Key Responsibilities: Assist in preparing Trusts and Estates binders, including compiling letters, emails, and relevant documents. Assemble final binder sets for mailing, prepare tables of contents, attach FedEx labels, and ensure formatting accuracy. Print and sticker documents for outgoing mailings; prepare FedEx shipments. Support attorneys by printing, organizing, and preparing materials for client meetings. Submit check requests as needed. Accurately save and organize documents within the firms document management system (e.g., MyCase/MyManage or similar). Assist with opening new files, including preparing administrative documents and running conflict checks. Provide coverage for the Client Services Representative in handling original documents and vault management. Qualifications: Strong organizational skills and attention to detail. Proficiency with Microsoft Office Suite and document management systems. Ability to manage multiple tasks, meet deadlines, and support a fast-paced practice group. Prior law firm experience with a focus on tax, trust & estates is required This is an excellent opportunity for an organized and detail-oriented professional to contribute to a busy Tax, Trusts & Estates practice in a collaborative environment.
Job Description
Our client, a
regional law firm , is seeking a
Tax, Trusts & Estates Administrative Assistant
for its New Jersey office. This role provides critical administrative support to attorneys and clients, ensuring accuracy, organization, and timely delivery of materials. Key Responsibilities: Assist in preparing Trusts and Estates binders, including compiling letters, emails, and relevant documents. Assemble final binder sets for mailing, prepare tables of contents, attach FedEx labels, and ensure formatting accuracy. Print and sticker documents for outgoing mailings; prepare FedEx shipments. Support attorneys by printing, organizing, and preparing materials for client meetings. Submit check requests as needed. Accurately save and organize documents within the firms document management system (e.g., MyCase/MyManage or similar). Assist with opening new files, including preparing administrative documents and running conflict checks. Provide coverage for the Client Services Representative in handling original documents and vault management. Qualifications: Strong organizational skills and attention to detail. Proficiency with Microsoft Office Suite and document management systems. Ability to manage multiple tasks, meet deadlines, and support a fast-paced practice group. Prior law firm experience with a focus on tax, trust & estates is required This is an excellent opportunity for an organized and detail-oriented professional to contribute to a busy Tax, Trusts & Estates practice in a collaborative environment.