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Trusts & Estates Legal Assistant
Trusts & Estates Legal AssistantThe Stevens & Lee Companies • Princeton, NJ, USA
Trusts & Estates Legal Assistant

Trusts & Estates Legal Assistant

The Stevens & Lee Companies • Princeton, NJ, USA
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Powerful Partnerships . Standout Solutions.

Stevens & Lee is a 200-plus lawyer full-service law firm representing clients throughout the Mid-Atlantic, New England and across the country from 18 offices in New Jersey, Pennsylvania, New York, Rhode Island, Delaware and Florida. The firm is the cornerstone of The Stevens & Lee Companies , a platform of affiliated professional service firms that provide a full range of legal, investment banking, financial advisory, insurance risk management, public affairs and government consulting services.

Job Overview

At Stevens & Lee, the Legal Assistant plays a vital role as an administrative team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients. The Legal Assistant is multi -dimensional position drawing upon a variety of skills and competencies, best suited for an organized, self-starter who enjoys assuming responsibility and learning new things.

Primary Responsibilities ( responsibilities include but not limited to )

  • Support attorneys and paralegals in the Trusts & Estates Practice Group.
  • Communicate with clients as directed by attorneys in a respectful and professional manner.
  • Assist clients with the execution of estate planning documents .
  • Provide support for estate projects from inception to completion.
  • Submit Conflict Checks, open new client matters and create New Business Memos as directed by attorneys .
  • Work with various court systems processing paperwork and e-filings, running docket reports, and maintaining docket search charts .
  • Partner with the firm's Finance Department to produce monthly attorney billing; process and submit check requests and complete attorney expense reports .
  • Draft legal documents , prepare letters, correspondence, reports, and presentations as needed; proofread and ensure accuracy of all materials .
  • Make redactions, conduct bates numbering , and compile document productions .
  • Coordinate attorney calendars, set-up meetings, conference calls, and make travel arrangements .
  • Manage all incoming and outgoing U.S., certified and Fed-Ex mail per attorney request .
  • Welcome clients and greet visitors with a helpful, positive, and professional attitude .
  • Answer direct-line phone calls in a professional manner and route as necessary .
  • Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

Skills & Competencies

  • Previous experience in Trusts & Estates Legal Department experience required .
  • Strong familiarity with estate planning, probate, and trust administration documents.
  • Ability to communicate professionally and interact effectively with all levels of personnel.
  • Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner and under minimal supervision.
  • Flexibility and ability to respond quickly and positively to shifting demands.
  • A bility to work under pressure to meet strict deadlines.
  • Qualifications

  • Bachelor's degree or equivalent training / work experience required .
  • Minimum of three years of legal administrative Trusts & Estates support experience within a legal department or law firm or an equivalent combination of education and experience.
  • Proficiency in Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook
  • Exceptional computer skills with the ability to learn new software applications quickly.
  • Job Type : Full-Time- 40 Hours / week

    FLSA Classification : Non-Exempt

    Reports To : Human Resources

    Job Location : Princeton, NJ

    Salary Range : The estimated salary range for this position is $65, 000 - $80,000 . A ctual salary determination is dependent on a variety of factors some of which include : experience, qualifications, and geographic location.

    In compliance with federal and state equal opportunity employment laws, The Stevens & Le e Companies is an affirmative action / equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age, or gender.

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