hatch global searchHauppauge, NY
Legal Assistant - Trusts and Estates
Legal Assistant - Trusts and Estates
Legal Assistant - Trusts and Estates
hatch global searchHauppauge, NY
5 days ago
Legal Secretaries and Administrative AssistantsParalegals and Legal AssistantsLegal Support Workers, All Other
Apply for this role (opens in a new tab)Legal Administrative Assistant Role is actually in Long Island: Hauppauge, NYProvide administrative support, including scheduling, document management, and client communication. Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives. Assist with estate administration tasks, including probate filings and beneficiary communications. Conduct legal research and prepare summaries for attorney review. Coordinate with courts, financial institutions, and government agencies as needed. Maintain and update client files in compliance with firm policies. Assist with billing, expense tracking, and other administrative duties as assigned.
Qualifications:
Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred.
Strong organizational and multitasking skills with keen attention to detail.
Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus).Excellent written and verbal communication skills.
Having a notary is a plus.
Ability to work independently and as part of a team in a fast-paced environment.
Also on the board Same function, level within a rung
Level
Mid
Location
Hauppauge, NY
Occupation
Legal Secretaries and Administrative Assistants
Industry
Offices of Lawyers
Posted
5 days ago