Trust & Estates Legal Assistant

About the role

This forward-thinking, detail-oriented Trust & Estates Legal Assistant will provide dedicated support to two attorneys, managing their calendars, scheduling appointments, and facilitating document flow for estate planning, trust administration, tax advice, business formation, etc.

Responsibilities

• Manage attorney calendars and schedules
• Schedule appointments and reminders for meetings and deadlines
• Communicate with clients regarding upcoming signings and meetings
• Coordinate document flow for estate planning, trust administration, tax advice, business formation, etc.

Requirements

• 3+ years of experience in complex trust & estates matters
• Proficiency in Microsoft Office and Adobe Acrobat
• Experience with document management and timekeeping software

Qualifications

• High school diploma

Skills

• Proactive workstyle
• Creative problem-solving skills
• Attention to detail
• Strong communication skills

Benefits

• Medical, dental, and vision coverage
• FSA or HSA
• 401(k)
• Profit sharing
• Paid time off
• Paid parking or transit pass

Pay

$80K-$90K DOE

Schedule

Hybrid schedule with four in-office days each week

Industry

Legal