Trusts and Estates Legal Assistant - Join a Preeminent National Law Firm

Robert Half is proud to partner with a preeminent national law firm in New York to find an exceptional Trusts and Estates Legal Assistant. This high-impact role offers the chance to support top-tier attorneys in managing complex trusts, estates, wills, and probate matters. Located in the heart of New York, New York, United States, this position combines administrative excellence with deep legal knowledge, making it ideal for professionals passionate about Trusts & Estates law. With a competitive salary of $85,000, this full-time opportunity provides stability, growth, and exposure to sophisticated client services in one of the world's most dynamic legal markets.

Searching for Legal Assistant jobs in New York, NY? This role stands out for its focus on proactive support, compliance, and client-facing responsibilities. As a Trusts and Estates Legal Assistant, you'll be the backbone of the practice group, ensuring seamless operations amid high-stakes deadlines and confidential matters.

About the Role

The Trusts and Estates Legal Assistant delivers high-level administrative and client support to multiple attorneys specializing in trusts, estates, and related practices. This position demands a solid understanding of trusts and estates procedures, including court filings, agency interactions, and strict compliance requirements. You'll play a pivotal role in client service, matter management, and enabling attorneys to focus on strategic legal work. Daily tasks blend precision-oriented document handling with relationship-building, all within a collaborative, fast-paced environment at a nationally recognized firm. Ideal candidates thrive in supporting high-net-worth clients, managing sensitive financial data, and contributing to the firm's reputation for excellence.

Key Responsibilities

Your responsibilities will be diverse and critical to the practice's success:

• Deliver comprehensive administrative support to a team of Trusts & Estates attorneys, handling calendars, travel, and communications.
• Prepare, edit, proofread, and format intricate legal documents such as wills, trusts, powers of attorney, and probate filings.
• Manage both electronic and physical files in strict adherence to firm protocols and data security standards.
• Assist with all aspects of court and agency filings, including e-filing, tracking deadlines, and ensuring accuracy.
• Support billing cycles by entering time, generating invoices, and facilitating month-end closings.
• Manage client and matter intake processes, drafting engagement letters and conflict checks.
• Coordinate seamlessly with paralegals, clerks, and other departments to meet urgent deadlines and client demands.
• Maintain accurate trust account records and assist in trust administration and reporting.
• Serve as a commissioned Notary Public, witnessing signatures and authenticating documents as needed.
• Proactively anticipate attorney needs, troubleshoot issues, and enhance overall efficiency.

Required Qualifications

To excel in this role, candidates should possess:

• At least 3 years of direct experience as a Legal Assistant or Paralegal in Trusts & Estates.
• In-depth knowledge of trusts and estates laws, procedures, court rules, and compliance in New York.
• Advanced proficiency in Microsoft Office Suite, document management systems, and legal software like Clio or PracticePanther.
• Exceptional organizational skills with the ability to juggle multiple matters under tight deadlines.
• Strong written and verbal communication for client interactions and internal coordination.
• Notary Public certification (or willingness to obtain promptly).
• Bachelor's degree preferred; high school diploma with equivalent experience considered.
• Impeccable attention to detail, discretion with confidential information, and a proactive mindset.
• Familiarity with billing platforms and trust accounting principles.

This position requires a professional demeanor suited for a prestigious firm environment.

Why Join Us?

Partnering with Robert Half means accessing unparalleled career support while joining a preeminent national law firm renowned for its Trusts & Estates expertise. Enjoy a $85,000 salary, comprehensive benefits including health insurance, 401(k) matching, PTO, and professional development. Work in New York, NY, with potential hybrid options, and grow your career amid sophisticated matters for high-profile clients. Robert Half's expertise in legal staffing ensures a smooth placement. Apply now for this Trusts and Estates Legal Assistant job in New York and elevate your career!

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