Tax, Trusts & Estates Administrative Assistant

AceStack LLC

Position: Tax, Trusts & Estates Administrative Assistant

Location: New Jersey Office (Onsite)

Industry: Legal

Category: Office / Clerical / Administrative

About the Role

Our client, a well-established regional law firm, is seeking a Tax, Trusts & Estates Administrative Assistant to support its growing practice. This role plays a critical part in assisting attorneys and clients by managing administrative processes with precision, organization, and confidentiality.

Key Responsibilities

Prepare and assemble Trusts & Estates binders , including drafting cover letters, compiling emails, and organizing supporting documents.
Finalize binder sets for client mailings, prepare tables of contents, apply FedEx shipping labels, and confirm formatting accuracy.
Handle printing, labeling, and preparation of outgoing mail and FedEx shipments.
Support attorneys by preparing and organizing materials for client meetings.
Submit and track check requests in a timely manner.
Accurately file and organize records within the firm's document management system (e.g., MyCase, MyManage, or similar platforms).
Assist with new matter openings, including preparation of administrative forms and conducting conflict checks.
Provide backup support for Client Services, including original document handling and vault management.

Required Qualifications

Prior law firm experience with a focus on tax, trusts, and estates (required).
Proficiency with Microsoft Office Suite and document management systems.
Strong organizational skills and exceptional attention to detail.
Excellent written and verbal communication skills.
Ability to balance multiple priorities and meet deadlines in a fast-paced legal environment.
Reliable transportation (this role is not accessible by public transit).

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Vacancy posted 2 days ago

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