Legal Administrative Assistant - Trusts and Estates
About The Position
Harris Beach Murtha is in search of a Legal Administrative Assistant to join our Trusts & Estates practice group in the Rochester, NY office. You will thrive in this role if you have: 1+ years of experience as a legal administrative assistant Knowledge of estate planning and estate administration (preferred) A Notary Public License (preferred)A high level of motivation, flexibility and initiative The ability to follow through on numerous ongoing projects in a busy environment Exceptional oral and written communication, and organizational skills Strong proofreading and analytical skills to ensure top quality of legal documents Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources The Trusts & Estates team needs a Legal Administrative Assistant to handle day-to-day administrative tasks to effectively manage the workload of multiple attorneys and paralegals. Do you have the drive and desire to: Draft and finalize estate planning documents consisting of Last Will and Testament, Power of Attorney, Health Care Proxy, Trust, etc. in accordance with instructions from attorneys Attend document executions acting as a witness and/or notary at the office and occasionally outside of the office Coordinate and assemble document packages, including filings with local, state and federal courts and agencies, tabbing, copying, and scanning, as needed Review, revise, and facilitate execution and recording of real property transfer documents Assist with the intake of new clients, opening new matters and preparing necessary correspondence Manage attorney contacts, calendar and scheduling (including travel), and phones Process check requests, invoices from vendors, and attorney and paralegal expense reimbursement requests Handle Surrogate’s Court e-filing using the NYSCEF system Follow-up with clients and other parties as needed and requested Harris Beach Murtha recognizes everyone has a right to be included. You will be successful in your career at the firm if you: Exhibit well-developed interpersonal skills (exude patience and empathy), particularly with clients Are looking for an opportunity with growth potentialBelieve in the firm’s core values: collaboration, inclusion, ingenuity, respect, integrity, and commitment Enjoy working with diverse personalities within various levels of the firm Are comfortable working in the office every day
Requirements
- 1+ years of experience as a legal administrative assistant
- A high level of motivation, flexibility and initiative
- The ability to follow through on numerous ongoing projects in a busy environment
- Exceptional oral and written communication, and organizational skills
- Strong proofreading and analytical skills to ensure top quality of legal documents
- Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources
- Exhibit well-developed interpersonal skills (exude patience and empathy), particularly with clients
- Are looking for an opportunity with growth potential
- Believe in the firm’s core values: collaboration, inclusion, ingenuity, respect, integrity, and commitment
- Enjoy working with diverse personalities within various levels of the firm
- Are comfortable working in the office every day
Nice To Haves
- Knowledge of estate planning and estate administration
- A Notary Public License
Responsibilities
- Draft and finalize estate planning documents consisting of Last Will and Testament, Power of Attorney, Health Care Proxy, Trust, etc. in accordance with instructions from attorneys
- Attend document executions acting as a witness and/or notary at the office and occasionally outside of the office
- Coordinate and assemble document packages, including filings with local, state and federal courts and agencies, tabbing, copying, and scanning, as needed
- Review, revise, and facilitate execution and recording of real property transfer documents
- Assist with the intake of new clients, opening new matters and preparing necessary correspondence
- Manage attorney contacts, calendar and scheduling (including travel), and phones
- Process check requests, invoices from vendors, and attorney and paralegal expense reimbursement requests
- Handle Surrogate’s Court e-filing using the NYSCEF system
- Follow-up with clients and other parties as needed and requested
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
