Careers

Legal Assistant - Trusts and Estates

A prestigious mid-sized law firm with a national presence and a strong focus on the east coast is seeking a skilled Legal Assistant for their Uniondale office. This position will primarily support attorneys in the Trusts and Estates practice. The role requires a mix of in-office and remote work, with candidates expected to be in-office three days a week and remote two days a week. The working hours are from 9am-5pm, with the potential for overtime when necessary.

RESPONSIBILITIES:

• Manage and organize case files, including monitoring deadlines, documenting actions, and ensuring information is accurately entered into the file database and case management software.
• Handle telephone calls, maintain client contact, and schedule meetings on behalf of the attorneys.
• Assist attorneys in the creation, formatting, and revision of legal documents such as retainer letters.
• Ensure accuracy in typing and proofread work before returning it to the attorneys.
• Maintain attorney schedules and assist with time entry and expense reports.
• Manage incoming email and correspondence, prioritizing tasks efficiently.
• Scan and email documents, as well as handle e-filing tasks.
• Attend Will signings and display professionalism and empathy in all interactions.
• Collaborate effectively with legal staff, peers, and administrators.

REQUIREMENTS:

• Minimum of 5+ years of experience in a law firm setting, with a background in Trusts and Estates practice.
• Proactive and capable of assisting with the preparation of legal documents, including Wills, Trusts, and Power of Attorney, while offering administrative support to attorneys.
• Enjoy working closely with clients and their families, demonstrating strong attention to detail and organizational skills.
• Typing speed of 55+ wpm, excellent spelling and grammar, and exceptional multitasking abilities, both independently and as part of a team.
• Experience with NetDocs is a plus.

The ideal candidate should be a team player who embraces new technology and welcomes challenges that contribute to their professional growth.