Legal Assistant

Job Description

Job Description

Legal Assistant
Rochester, New York

Insero Talent Solutions is thrilled to partner with a local law firm in their search for a Legal Assistant to join their growing team.

This is an excellent opportunity for an experienced Legal Assistant who enjoys client interaction, detailed administrative work, and managing matters from start to finish. The Legal Assistant will provide comprehensive administrative and legal support to attorneys, with a primary focus on Medicaid applications and Estate Administration.

The ideal candidate is highly organized, detail-oriented, and comfortable communicating with clients, financial institutions, government agencies, and other outside parties. Previous experience supporting Medicaid and/or Trusts & Estates matters is a strong plus, but the firm is also open to candidates with a solid legal support background and the ability to learn new processes.

Responsibilities:

• Assist attorneys with the preparation, organization, and filing of Medicaid applications and related documentation
• Gather and review financial, personal, and supporting documentation required throughout the Medicaid application process
• Communicate regularly with clients and families regarding outstanding documentation, application status, and next steps
• Coordinate with banks, financial institutions, government agencies, and other third parties to obtain required records and information
• Maintain accurate, organized, and up-to-date client files and matter documentation
• Track deadlines, follow up on outstanding requests, and help ensure matters continue progressing in a timely manner
• Research and investigate outstanding requests, discrepancies, or documentation issues and coordinate with the appropriate parties to resolve them
• Schedule and coordinate client meetings, conferences, document signings, and attorney calendars as needed
• Provide backup administrative support to the Trusts & Estates practice, including assistance with wills, trusts, powers of attorney, and other estate planning documents
• Assist with document execution and serve as a witness for document signings when requested
• Prepare correspondence and other client-facing communications
• Accurately track and enter billable time and maintain appropriate matter records
• Provide additional administrative and legal support to attorneys and the broader team as needed

Qualifications:

• Associate degree preferred; High School Diploma or equivalent required
• 3+ years of experience in a Legal Assistant, Legal Administrative Assistant, Paralegal, or similar legal support role preferred
• Previous experience with Medicaid applications, elder law, estate planning, and/or Trusts & Estates is highly preferred, but not required
• Strong organizational skills with the ability to manage multiple matters, deadlines, and competing priorities
• Excellent attention to detail and commitment to producing accurate, high-quality work
• Strong written and verbal communication skills
• Professional, compassionate, and comfortable communicating directly with clients and families, including during sensitive or complex situations
• Ability to work independently, take initiative, and follow matters through to completion
• Proficiency with Microsoft Office and comfort learning legal practice management and document management systems
• Ability to handle confidential and sensitive information with discretion
• New York State Notary Public commission is a plus