Legal Assistant - Trusts and Estates - Gables Search Group

Legal Assistant - Trusts and Estates

Our client is a leading mid-sized law firm with offices nationwide, with a specific focus on the east coast. They are currently seeking a full time, experienced Legal Assistant for their Uniondale office to assist attorneys within the Trusts and Estates practice. This is a hybrid role and candidates will be in the office 3 days a week/2 days remote from 9am-5pm with the flexibility to work overtime when needed.

RESPONSIBILITIES:

• Keeping cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; entering information into file database and case management software; confirming case status with attorney.
• Answering telephone calls; maintaining client contact; scheduling meetings,
• Assisting attorneys with creating, formatting, and revising retainer letters and other legal documents.
• Straight typing, proofreading work for accuracy prior to returning to attorneys.
• Maintaining attorney schedules.
• Entering attorney time using Expert Time.
• Submitting expense and reimbursement reports using Chrome River.
• Managing and prioritize incoming email and correspondence.
• Scanning and e-mailing documents.
• E-Filing
• Attending Will signings
• Exhibiting patience, empathy, and professional maturity at all times.
• Demonstrating an attitude of cooperation with legal staff, peers, and administrators.

REQUIREMENTS:

• Have a minimum of 5+ years of law firm experience and a background in the areas of Trusts and Estates. 
• Be proactive and able to assist with the preparation of legal documents, including Wills, Trusts, Health Care Proxies, Living Wills and Powers of Attorney and provide attorneys with administrative support.
• Candidate should enjoy working with clients and their families and pride themselves on attention to detail and organization.
• Be able to type 55+ wpm and have excellent spelling, grammar and organizational skills, as well as the ability to multi-task and work both independently and as a team member.
• Experience with NetDocs a plus.

The ideal candidate is a team player, comfortable with emerging technology, and willing to take on new challenges and increasing their skill set.