Trust & Estates Administrative Assistant
Job Description
Job Description
We are seeking a Trust & Estates Administrative Assistant for our New York City or Hackensack, New Jersey offices. This role requires the individual to be in the office five days a week, providing comprehensive administrative support to our Trust and Estates attorneys. The ideal candidate will be detail-oriented and skilled in organizing and managing legal documents and client correspondence.
Responsibilities
- Assist with preparation of Trusts and Estate binders by compiling correspondence, saving relevant documents, and organizing materials.
- Assemble final binder sets for mailing, including preparing FedEx labels, tables of contents, and ensuring proper formatting.
- Print and sticker documents for outgoing mailings; prepare FedEx shipments accordingly.
- Support attorneys by printing and organizing documents for client meetings based on workload.
- Submit check requests in a timely manner.
- Save and organize documents accurately within the firm’s document management system (MyCase, MyManage, or similar).
- Assist with preparation of opening files, including preparing letters of engagement, notices of intent, and running conflict checks.
- Cover for Client Services Representative as needed in handling original documents and accessing the vault.
Preferred Qualifications
- 3+ years experience in legal administrative support
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