Executive Legal Assistant to the Chair - Trusts & Estates Department
hace 3 días
Mineola
Job Description Position: Executive Legal Assistant to the Chair – Trusts & Estates Department Location: Mineola, NY Compensation Package: Base salary up to $85K, Paid Overtime, Annual Bonus, Comprehensive Benefits, 401(k), and more Firm: Prestigious National Law Firm Overview: This is a unique and highly visible opportunity to provide executive-level legal and administrative support to the Chair of the Trusts & Estates Department at a top-tier national law firm. The ideal candidate will bring a high degree of professionalism, discretion, and attention to detail in managing complex estate matters and supporting high-level departmental operations. Responsibilities for Executive Legal Assistant: • Serve as a trusted right hand to the Department Chair, providing proactive, high-level administrative and legal assistance in a fast-paced and sophisticated legal environment, • Manage a complex and ever-changing calendar, coordinate high-level internal and client meetings, and ensure seamless communication across all parties, • Prepare and file court documents for probate and estate proceedings, including fiduciary appointments, disclaimers, resignations, inventories, and estate claims, • Assist with the preparation and timely filing of Federal and New York State estate tax returns, • Draft, revise, and finalize estate planning documents such as wills, trusts, powers of attorney, and healthcare proxies, • Prepare and manage beneficiary designation forms, and assist with the administration and transfer of assets across estate and trust accounts, • Maintain accurate and confidential records, time entries, and billing support for the Chair Requirements for Executive Legal Assistant: • Minimum 5+ years of Trusts & Estates experience in a law firm setting, with demonstrated experience supporting senior-level attorneys, • Exceptional organizational and multitasking skills with the ability to anticipate needs and prioritize with minimal supervision, • Proficiency in Microsoft Office Suite (Word, Outlook, Excel); knowledge of legal billing/time entry systems is a plus, • Strong interpersonal skills and a refined client service orientation, • Familiarity with New York probate procedures and estate administration; working knowledge of Medicaid applications is a plus