Legal Administrative Assistant - Trusts and Estates

Harris Beach MurthaHartford, CT
Hybrid

About The Position

Harris Beach Murtha is seeking a Legal Administrative Assistant to join their Trusts & Estates practice group in the Hartford, CT 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 over 165 years of success, committed to an inclusive environment and welcoming applications from diverse candidates.

Requirements

  • 1+ years of experience as a legal administrative assistant
  • Knowledge of estate planning and estate administration a plus
  • 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, DocuSign, PDF management software, and able to efficiently use technology resources

Nice To Haves

  • A Notary Public License
  • Exhibit well-developed interpersonal skills (exude patience and empathy), particularly with clients
  • Looking for an opportunity with growth potential
  • 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 4 days per week

Responsibilities

  • Format 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 Probate Court e-filing using the TurboCourt/Catalis system
  • Follow-up with clients and other parties as needed and requested
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