Legal Administrative Assistant

We are seeking a highly organized and detail-oriented Trust & Estate Administrative Assistant to support our Trusts & Estates practice. This position requires daily onsite attendance and provides administrative support to attorneys and paralegals involved in estate planning, trust administration, and probate matters.

Key Responsibilities

• Assist with the preparation and organization of Trust & Estate administration binders, including compiling correspondence, emails, and supporting documentation.
• Assemble final binder packages for clients and beneficiaries, including tables of contents, document formatting, and shipping preparation.
• Prepare and process outgoing mailings, including FedEx shipments, labels, and document packaging.
• Print, organize, and prepare materials for attorney meetings, client meetings, and estate administration matters.
• Submit and track check requests and related administrative forms.
• Save, organize, and maintain documents within the firm's document management system.
• Assist with opening new matters, including engagement letters, conflict checks, and new client intake documentation.
• Support the management and tracking of original estate planning documents and vault records.
• Provide general administrative support to the Trusts & Estates team as needed.

Qualifications

• Prior experience in a law firm, professional services environment, or Trust & Estates practice preferred.
• Strong organizational skills with exceptional attention to detail.
• Experience handling confidential and sensitive documents.
• Proficiency with Microsoft Office Suite, including Word, Outlook, and Excel.
• Experience with document management systems is preferred.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Team-oriented mindset with a proactive and service-focused approach.