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Legal Assistant - Trusts and Estates
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Job Juncture 2 days ago Be among the first 25 applicants Join to apply for the
Legal Assistant - Trusts and Estates
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Job Juncture Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Job Juncture President of Job Juncture and Affinity Executive Search (honored by Forbes as one of "America's Best Recruiting Firms")
Provide administrative support, including scheduling, document management, and client communication. Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks, including probate filings and beneficiary communications. Conduct legal research and prepare summaries for attorney review. Coordinate with courts, financial institutions, and government agencies as needed. Maintain and update client files in compliance with firm policies. Assist with billing, expense tracking, and other administrative duties as assigned.
Job description:
Provide administrative support, including scheduling, document management, and client communication. Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks, including probate filings and beneficiary communications. Conduct legal research and prepare summaries for attorney review. Coordinate with courts, financial institutions, and government agencies as needed. Maintain and update client files in compliance with firm policies. Assist with billing, expense tracking, and other administrative duties as assigned.
Qualifications:
Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred. Strong organizational and multitasking skills with keen attention to detail. Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus). Excellent written and verbal communication skills. Having a notary is a plus. Ability to work independently and as part of a team in a fast-paced environment.
Why is This a Great Opportunity: Our client is a well-established law firm that concentrates on estate planning, trust and estate administration, elder law, and special needs planning. They are seeking a dedicated and detail-oriented Legal Assistant/Paralegal to provide critical administrative and paralegal support to their estate planning attorneys.
Salary is up to $70,000 - $90,000 plus a comprehensive benefits package, including health insurance and retirement plans.
Salary Type : Annual Salary
Salary Min : $ 70000
Salary Max : $ 90000
Currency Type : USD Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Legal Industries Staffing and Recruiting Referrals increase your chances of interviewing at Job Juncture by 2x Get notified about new Legal Assistant jobs in
Hauppauge, NY . Woodbury, NY $50,000.00-$65,000.00 2 days ago Syosset, NY $50,000.00-$65,000.00 1 month ago Uniondale, NY $55,000.00-$75,000.00 1 day ago Uniondale, NY $55,000.00-$75,000.00 3 weeks ago Paralegal Needed for Litigation Practice
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Legal Assistant - Trusts and Estates
role at
Job Juncture 2 days ago Be among the first 25 applicants Join to apply for the
Legal Assistant - Trusts and Estates
role at
Job Juncture Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Job Juncture President of Job Juncture and Affinity Executive Search (honored by Forbes as one of "America's Best Recruiting Firms")
Provide administrative support, including scheduling, document management, and client communication. Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks, including probate filings and beneficiary communications. Conduct legal research and prepare summaries for attorney review. Coordinate with courts, financial institutions, and government agencies as needed. Maintain and update client files in compliance with firm policies. Assist with billing, expense tracking, and other administrative duties as assigned.
Job description:
Provide administrative support, including scheduling, document management, and client communication. Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks, including probate filings and beneficiary communications. Conduct legal research and prepare summaries for attorney review. Coordinate with courts, financial institutions, and government agencies as needed. Maintain and update client files in compliance with firm policies. Assist with billing, expense tracking, and other administrative duties as assigned.
Qualifications:
Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred. Strong organizational and multitasking skills with keen attention to detail. Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus). Excellent written and verbal communication skills. Having a notary is a plus. Ability to work independently and as part of a team in a fast-paced environment.
Why is This a Great Opportunity: Our client is a well-established law firm that concentrates on estate planning, trust and estate administration, elder law, and special needs planning. They are seeking a dedicated and detail-oriented Legal Assistant/Paralegal to provide critical administrative and paralegal support to their estate planning attorneys.
Salary is up to $70,000 - $90,000 plus a comprehensive benefits package, including health insurance and retirement plans.
Salary Type : Annual Salary
Salary Min : $ 70000
Salary Max : $ 90000
Currency Type : USD Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Legal Industries Staffing and Recruiting Referrals increase your chances of interviewing at Job Juncture by 2x Get notified about new Legal Assistant jobs in
Hauppauge, NY . Woodbury, NY $50,000.00-$65,000.00 2 days ago Syosset, NY $50,000.00-$65,000.00 1 month ago Uniondale, NY $55,000.00-$75,000.00 1 day ago Uniondale, NY $55,000.00-$75,000.00 3 weeks ago Paralegal Needed for Litigation Practice
Farmingdale, NY $60,000.00-$70,000.00 1 day ago Uniondale, NY $55,000.00-$75,000.00 2 weeks ago Stamford, CT $55,000.00-$70,000.00 2 weeks ago Uniondale, NY $70,000.00-$75,000.00 3 days ago Brentwood, NY $67,376.56-$100,000.00 4 days ago Melville, NY $70,000.00-$80,000.00 3 days ago Uniondale, NY $75,000.00-$90,000.00 2 days ago Roslyn Heights, NY $58,000.00-$75,000.00 12 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr