JOB-1200

JOB SUMMARY

A well-established law firm is seeking a detail-oriented and organized Administrative Assistant to support their Tax, Trusts & Estates practice. This position plays a key role in ensuring attorneys and clients receive timely, accurate, and professional administrative support. The ideal candidate will be proactive, reliable, and comfortable handling sensitive materials with discretion.

RESPONSIBILITIES

  • Assist in preparing Trusts and Estates binders, including compiling letters, emails, and relevant documents.
  • Assemble final binder sets for mailing; prepare FedEx labels, tables of contents, and ensure formatting accuracy.
  • Print, sticker, and prepare documents for outgoing mailings, including FedEx shipments.
  • Support attorneys by organizing and preparing documents for client meetings.
  • Submit check requests and track them as needed.
  • Accurately save, organize, and maintain documents within the firm’s document management system (e.g., MyCase, MyManage, or similar).
  • Assist with new file openings, including preparing administrative documents and running conflict checks.
  • Provide backup coverage for the Client Services Representative in managing original documents and vault responsibilities.

QUALIFICATIONS

  • Prior administrative or legal support experience preferred, ideally within trusts, estates, or tax law.
  • Strong organizational skills with high attention to detail.
  • Proficiency with document management systems and MS Office Suite.
  • Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
  • Excellent communication skills and a professional demeanor.
  • Dependable and able to work onsite five days per week.