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Tax, Trusts & Estates Administrative Assistant

Tax, Trusts & Estates Administrative Assistant

Wallman Unlimited CompanyHackensack, New Jersey, United States
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Our client, a regional law firm , is seeking a Tax, Trusts & Estates Administrative Assistant for its New Jersey office. This role provides critical administrative support to attorneys and clients, ensuring accuracy, organization, and timely delivery of materials.

Key Responsibilities :

  • Assist in preparing Trusts and Estates binders, including compiling letters, emails, and relevant documents.
  • Assemble final binder sets for mailing, prepare tables of contents, attach FedEx labels, and ensure formatting accuracy.
  • Print and sticker documents for outgoing mailings; prepare FedEx shipments.
  • Support attorneys by printing, organizing, and preparing materials for client meetings.
  • Submit check requests as needed.
  • Accurately save and organize documents within the firms document management system (e.g., MyCase / MyManage or similar).
  • Assist with opening new files, including preparing administrative documents and running conflict checks.
  • Provide coverage for the Client Services Representative in handling original documents and vault management.

Qualifications :

  • Strong organizational skills and attention to detail.
  • Proficiency with Microsoft Office Suite and document management systems.
  • Ability to manage multiple tasks, meet deadlines, and support a fast-paced practice group.
  • Prior law firm experience with a focus on tax, trust & estates is required
  • This is an excellent opportunity for an organized and detail-oriented professional to contribute to a busy Tax, Trusts & Estates practice in a collaborative environment.

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    Tax Administrative Assistant • Hackensack, New Jersey, United States

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