Trusts and Estates Legal Assistant Job at Robert Half (New York)

Trusts & Estates Legal Assistant (Private Wealth Group)

A nationally recognized law firm with a sophisticated Private Wealth practice is...

Location

United States , St. Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience as a legal assistant, preferably within trusts & estates, private wealth, or estate planning
Strong knowledge of estate planning documents and terminology (wills, trusts, probate processes, etc.)
Excellent organizational skills and attention to detail
Ability to manage multiple priorities and deadlines effectively
Strong written and verbal communication skills with a client-service mindset
Proficiency in Microsoft Office (Word, Outlook, Excel)
experience with document management systems is a plus
Professional demeanor and ability to handle confidential information with discretion

Job Responsibility

Supporting attorneys in the preparation and drafting of estate planning documents including wills, trusts, powers of attorney, and related instruments
Assisting with trust and estate administration, including probate filings and asset coordination
Managing attorney calendars, deadlines, and client communications with a high level of professionalism
Preparing correspondence, engagement letters, and maintaining organized client files
Coordinating with clients, financial advisors, and outside professionals to gather documentation and information
Handling e-filing and court filings, as needed
Performing general administrative and legal support duties in a fast-paced, detail-oriented environment

What we offer

robust health coverage
retirement plan
PTO
additional firm perks
medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

Trusts & Estates Legal Assistant

Location

United States , Boston

Salary:

86000.00 - 91000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4+ years preferred legal assistant experience in a law firm, in estate planning and/or probate/trust administration
Excellent written and verbal communication skills and attention to detail
Excellent proficiency with MS Office (Word, Outlook, Excel)
Experience with Document Management Systems such as NetDocs and working with PDFs
Excellent organizational skills, with ability to prioritize tasks and manage deadlines
Ability to interact with clients, families and advisors in friendly and professional manner
Ability to maintain confidentiality and handle sensitive information
Ability and willingness to embrace evolving workflows and technology

Job Responsibility

Managing attorney's calendars, including client consultations, estate plan signings and probate deadlines
Coordinate meetings and maintain scheduling priorities
Opening and maintaining electronic and physical files, ensuring documents are organized and readily accessible
Preparing, formatting and proofreading correspondence, legal documents and forms with accuracy and attention to detail
Support estate plan execution, including document preparation and witnessing, as needed
Scanning and binding executed plan documents and transmitting the same to clients
Serve as professional point of contact for clients, advisors and families
Preparing and submitting expense reports
Assisting with billing and invoicing process, including client billing inquiries
Coordinate mail/courier and document distribution as needed

What we offer

bonuses
amazing benefits
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trusts & Estates Legal Assistant

We are currently seeking candidates for a Trusts & Estates Legal Assistant role ...

Location

United States , Boston

Salary:

37.00 - 43.00 USD / Hour

Daley and Associates

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
4+ years of legal assistant or legal administrative experience
Experience supporting Trust & Estate, Private Client, Family Office, or Estate Planning attorneys preferred
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
Experience with Adobe Acrobat required
Experience with NetDocuments (NetDocs) and 3E is a plus
Notary Public certification preferred
Strong organizational, prioritization, and time management skills
Excellent communication (written and verbal) and interpersonal skills
Ability to manage multiple priorities in a fast-paced environment

Job Responsibility

Provide administrative support to attorneys within the Trusts & Estates practice
Draft, edit, proofread, and format legal documents, correspondence, and client materials
Coordinate calendars, meetings, appointments, and travel arrangements for attorneys
Serve as a primary point of contact for clients and assist with ongoing client communications
Maintain organized electronic and physical files while ensuring accuracy and confidentiality
Assist with billing preparation, expense reporting, and matter administration
Track deadlines, manage task lists, and follow up on outstanding items
Coordinate with internal departments and outside contacts to support client matters
Provide backup support to other legal professionals as needed
Maintain strict confidentiality regarding client and firm information

Trusts & Estates Legal Assistant

We are partnering with a Midwest-rooted, Am Law 200 law firm on a Trusts & Estat...

Location

United States , Chicago

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of law firm experience, with Trusts & Estates experience required
Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe
Strong time management and ability to meet deadlines in a fast-paced environment
Excellent attention to detail, proofreading, organizational, and client service skills
Strong written and verbal communication skills

Job Responsibility

Typing, producing, editing, and proofreading legal documents and correspondence
Electronic time entry and billing, calendaring/scheduling, and expense reimbursements
Maintaining electronic client files (NetDocs)
Supporting Trusts & Estates processes and additional administrative tasks as needed

What we offer

Medical
Dental
Vision
401k

Fulltime

Trusts & Estates Legal Assistant

We are seeking a dedicated and detail-oriented Trusts & Estates Legal Assistant ...

Location

United States , Minneapolis

Salary:

60000.00 - 90000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

2+ years of experience working in trusts and estates preferred
High school diploma or GED
Strong communication and interpersonal skills
Proven ability to work efficiently under pressure and manage competing priorities
Proficiency with Microsoft Office Suite
High attention to detail and commitment to delivering accurate, high-quality work
Demonstrated ability to work independently and as part of a team in a dynamic legal environment

Job Responsibility

Provide legal admin support to attorneys in the Trusts & Estates practice area
Manage and review attorneys’ calendars
Draft and review legal documents and assist with the billing process
Process requests, invoices, and mail
Organize, manage, and maintain client files and electronic records in accordance with firm protocols
Support the legal team with research, file management, and special projects
Supervise tasks delegated to support staff where needed

Fulltime

Legal Assistant - Tax, Trusts & Estates

A mid-sized law firm headquartered in Parsippany, NJ, is seeking a detail-orient...

Location

United States , Parsippany

Salary:

Not provided

Porzio, Bromberg & Newman, P.C.

Expiration Date

Until further notice

Requirements

Minimum experience of two years as a legal assistant or equivalent
Skilled at managing complex schedules and coordinating team needs
Proficient in electronic document organization and retrieval
Familiar with legal administrative tasks such as intake, conflict checks
state and federal court and administrative agency rules, procedures and deadlines
Experience with billing procedures and software
Able to address administrative challenges and suggest improvements
Comfortable with Microsoft Office Suite, Outlook, CRM tools, and ideally AI tools
Experience with electronic filing and workflow systems for optimal efficiency.

Job Responsibility

Manage attorney schedules and coordinate client meetings
Oversee the client intake process, including communications, conflict checks, and internal file setup
Handle incoming and outgoing correspondence with professionalism
Maintain and organize client files and documents, ensuring efficient record management
Assist with billing and invoicing processes
Provide general administrative support to the legal team
Handle client inquiries and provide excellent customer service
Utilize and maintain efficient office systems and processes.

What we offer

Medical, Dental, and Vision insurance
401(k) retirement plan with employer matching
Individual and Dependent Life Insurance
Short- and Long-Term Disability
Paid Time Off
Paid Holidays
Employee Assistance Programs

Fulltime

Temporary Legal Assistant / Paralegal – Estates & Trusts / Transactional (30-Day Coverage)

A Baltimore-based law firm is seeking an experienced Legal Assistant or Paralega...

Location

United States , Baltimore

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior legal assistant and/or paralegal experience
Background in Estates & Trusts and/or transactional law strongly preferred
Strong document preparation, organization, and attention to detail
Able to step in quickly and work independently.

Job Responsibility

Provide 30-day medical leave coverage supporting the Estates & Trusts and transactional departments.

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Paralegal - Trusts and Estates Dispute Team

As a Legal Assistant or Paralegal, you’ll play a key role in supporting our top-...

Location

United Kingdom , Bristol

Salary:

Not provided

Ampa - Legal & Professional Services

Expiration Date

Until further notice

Requirements

a minimum of 6 months’ experience in an administrative role gained within a legal or professional services environment
confidence with IT systems to include Microsoft Word and Excel
a minimum grade C pass at GCSE (or equivalent) in English Language and Mathematics
the ability to work well in a team and develop good working relationships with colleagues and others
good communication skills with the confidence to liaise openly and clearly with colleagues and clients
the ability to produce a high standard of work, sometimes under pressure, whilst maintaining accuracy and good attention to detail
to be able to demonstrate flexibility, initiative and confidence in your own ability
highly enthusiastic, willing to the extra mile and be happy to go beyond the job description
respectful towards others and have a positive, willing and ‘can do’ attitude
keen to learn, interested in driving your own career progression and be proactive in taking ownership of this

Job Responsibility

opening and closing of electronic files
using a case management system to process and progress cases
taking telephone calls and messages, handling queries and enquiries
photocopying, scanning, faxing, printing, filing and collating documentation
archiving, storage and retrieval of documentation (electronic and paper versions)
typing of documents and correspondence
processing incoming and outgoing post and arranging couriers
managing diaries for the team, booking appointments and making travel arrangements
assisting with financial administration, liaison with finance team, processing cheque requests and expenses, preparation and despatch of invoices and collecting payment
maintaining data on Excel spreadsheets

What we offer

agile working
blended approach to where and how we work
access to award-winning learning
flexibility built on trust
opportunities to collaborate across a diverse network of specialists

Fulltime

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Trusts and Estates Legal Assistant

Job Description

Job Responsibility

Requirements

What we offer

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