About this opportunity
Kay Search Group lists this Trust & Estates Legal Assistant (National Law Firm) opportunity in village of garden city, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position: Trust & Estates Legal Assistant (National Law Firm)
Comp Package: Base salary up to $90K, Paid Overtime, Bonus; Full Benefits; 401K, etc.
Responsibilities for Trust & Estates Legal Assistant:
Provide high-level administrative support to attorneys, including calendar management, meeting coordination, and timekeeping
Coordinate and process attorney expense reports, travel arrangements, and internal workflow tasks
Prepare, file, and serve court documents for probate and estate proceedings, including fiduciary appointments and resignations, disclaimers, inventories, and claims against estates
Assist in the preparation and submission of Federal and New York State estate tax returns
Draft, revise, and proofread estate planning documents such as wills, trusts, powers of attorney, and healthcare directives (optional)
Answer attorney phone lines, manage messages, and maintain professional communication with clients and third parties
Prepare beneficiary designation forms and support asset transfers for trust and estate accounts
Requirements for Trust & Estates Legal Assistant:
3+ years of Trusts & Estates experience in a law firm environment
Strong ability to manage multiple tasks, prioritize deadlines, and collaborate effectively within a team
Proficiency in Microsoft Office Suite, particularly Word, Outlook, and Excel
Excellent organizational skills and attention to detail
Strong interpersonal and client service skills with a professional demeanor
Working knowledge of Medicaid applications is a plus
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.