Legal Assistant Jobs

About The Position

Requirements

• Associate's Degree
• 1-3 years of related experience
• Must be able to function within a team environment.
• Needs working knowledge of legal procedures, legal documents, and bank/financial statements.
• Must be or willing to become a New York State Notary Public.
• Must have an exceptionally keen eye for details.
• This position requires proficiency with Microsoft Office, Lotus Notes, Adobe Acrobat, and familiarity with the use of multi-functional copiers.
• This position requires adaptability and flexibility to learn and use department databases.

Responsibilities

• Review all incoming documents pertaining to legacies, process and prepare same for signature, include required attachments, and if needed, notarize same once executed by appropriate corporate personnel.
• Correct and/or recreate documents received from various financial institutions and/or from the Commands.
• Make phone calls to ensure submission of required and accurate information and follow-up with representatives of various financial institutions if necessary.
• Review bank statements (paper and electronic) for estates and third party trust distributions.
• Verify third party trusts are entered in the Estates Database.
• Review third party trust bank statements (paper and electronic) in conjunction with annual fiscal year-end reports.
• Notarize documents as required for submission.
• In the absence of Estates Specialist, retrieve incoming mail and process outgoing mail.
• Obtain closed estate information from the Document Management Department and Archives, as needed.
• Assist the Secretary and Assistant Legal Secretary and Estates Supervisor as requested to maintain the smooth flow of information both within and outside the Legal Department.

Benefits

• Generous Medical, Dental, Vision Benefits
• TSA paid Life Insurance for Employees
• Additional life insurance options for employees
• On-site cafeteria
• Paid Time Off – Vacation, Sick, Personal days
• 403(b) retirement savings plan
• Non-contributory Pension Plan
• Professional Development
• Free, on-site Fitness Center
• Federal holidays
• Opportunities to give back and support our communities