Legal Administrative Assistant - Trusts and Estates

Harris Beach Murtha • Rochester, NY

14h • Onsite

About The Position

Harris Beach Murtha is seeking a Legal Administrative Assistant to join their Trusts & Estates practice group in the Rochester, NY office. This role is responsible for handling day-to-day administrative tasks to effectively manage the workload of multiple attorneys and paralegals. The firm has a long history of success, spanning over 165 years, and is committed to an inclusive environment, welcoming diverse candidates.

Requirements

• 1+ years of experience as a legal administrative assistant
• Knowledge of estate planning and estate administration
• A high level of motivation, flexibility and initiative
• The ability to follow through on numerous ongoing projects in a busy environment
• Exceptional oral and written communication, and organizational skills
• Strong proofreading and analytical skills to ensure top quality of legal documents
• Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources

Nice To Haves

• A Notary Public License

Responsibilities

• Draft and finalize estate planning documents consisting of Last Will and Testament, Power of Attorney, Health Care Proxy, Trust, etc. in accordance with instructions from attorneys
• Attend document executions acting as a witness and/or notary at the office and occasionally outside of the office
• Coordinate and assemble document packages, including filings with local, state and federal courts and agencies, tabbing, copying, and scanning, as needed
• Review, revise, and facilitate execution and recording of real property transfer documents
• Assist with the intake of new clients, opening new matters and preparing necessary correspondence
• Manage attorney contacts, calendar and scheduling (including travel), and phones
• Process check requests, invoices from vendors, and attorney and paralegal expense reimbursement requests
• Handle Surrogate’s Court e-filing using the NYSCEF system
• Follow-up with clients and other parties as needed and requested

Benefits

• Salary information will vary depending upon relevant experience for the position, geographic locations and weekly hours schedule.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed