Legal Administrative Assistant - Trusts and Estates

Harris Beach Murtha•Rochester, NY

1d•$25 - $35•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 involves handling day-to-day administrative tasks to effectively manage the workload of multiple attorneys and paralegals. The firm is an innovative, growing law firm with a long history, committed to an inclusive environment and core values of collaboration, inclusion, ingenuity, respect, integrity, and commitment. The position is 100% in the office and requires 38.75 hours per week.

Requirements

1+ years of experience as a legal administrative assistant
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
A high level of motivation, flexibility and initiative
The ability to follow through on numerous ongoing projects in a busy environment
Exhibit well-developed interpersonal skills (exude patience and empathy), particularly with clients
Believe in the firm’s core values: collaboration, inclusion, ingenuity, respect, integrity, and commitment
Enjoy working with diverse personalities within various levels of the firm
Are comfortable working in the office every day

Nice To Haves

Knowledge of estate planning and estate administration
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