Experience Paralegal or Legal Assistant

Job Description

Job Description

Overview
A a growing and highly regarded elder law and estate planning firm, is seeking an experienced, organized, and proactive professional to join our team in a Senior Paralegal / Senior Legal Assistant capacity.

This role is designed for a seasoned candidate who can operate in a fast-paced environment, take ownership of responsibilities, and play a key role in both case management and firm operations . Depending on experience and skillset, the successful candidate will function in either a Senior Paralegal position (legal drafting and case management focused) or a Senior Legal Assistant position (operations, client management, and workflow focused) .

You will work directly with the managing attorney and become an integral part of the firm’s continued growth.

Practice Areas

• Estate Planning (Wills, Revocable & Irrevocable Trusts, Advance Directives)
• Probate & Estate Administration
• Guardianships (Article 81 & Article 17-A)
• Medicaid Planning & Applications
• Special Needs Planning

Senior Paralegal Position (Legal / Case Management Focus)

For candidates with strong drafting skills and experience managing matters from intake through completion.

Key Responsibilities

• Draft and prepare complex legal documents, including wills, trusts, powers of attorney, and health care proxies
• Prepare probate and administration petitions, accountings, and supporting filings
• Assist with guardianship proceedings and court submissions
• Support Medicaid applications, eligibility analysis, and document collection
• Manage probate and estate administration matters from intake through final distribution
• Communicate with clients, courts, and third parties
• Track deadlines and ensure timely filings and compliance

Qualifications

• 2–5+ years of experience in estate planning, probate, elder law, or related field
• Strong familiarity with New York Surrogate’s Court procedures preferred
• Experience with Medicaid or guardianship matters strongly preferred
• Ability to manage multiple matters independently

Senior Legal Assistant position (Operations / Client Management Focus)

For candidates who excel in organization, scheduling, and keeping a law firm running efficiently.

Key Responsibilities

• Serve as the primary point of contact for incoming calls and client inquiries
• Manage attorney calendar, consultations, and follow-ups
• Coordinate client intake and document collection
• Prepare and format legal documents and correspondence for attorney review
• Communicate with courts, financial institutions, and third parties
• Maintain and update case management systems (e.g., LEAP)
• Track deadlines, appointments, and ensure smooth workflow across matters
• Provide day-to-day operational support to the attorney

Qualifications

• 3+ years of experience as a legal assistant or in a law firm setting
• Strong understanding of law firm operations and client management
• Excellent organizational and time management skills
• Ability to prioritize and multitask in a deadline-driven environment

What We’re Looking For (Both Tracks)

• Highly organized and detail-oriented
• Professional, responsive, and client-focused
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, dependable, and solution-oriented

What Sets This Role Apart

• Direct collaboration with the managing attorney
• High level of responsibility and autonomy
• Meaningful work supporting families and vulnerable individuals
• Opportunity to grow within a dynamic and expanding firm

Compensation

Competitive and commensurate with experience and track placement.

To Apply

Please submit your resume and a brief cover letter indicating:

• Which track you are applying for ( Senior Paralegal or Senior Legal Assistant )
• Your relevant experience, and
• Three references.