Tax, Trusts & Estates Administrative Assistant
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. As 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.
Responsibilities:
Submit check requests as needed.
Print and sticker documents for outgoing mailings; prepare FedEx shipments.
Support attorneys by printing, organizing, and preparing materials for clients meetings.
Assist in preparing Trusts and Estates binders, including compiling letters, emails, and relevant documents.
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.
Assemble final binder sets for mailing, prepare tables of contents, attach FedEx labels, and ensure formatting accuracy.
Accurately save and organize documents within the firm’s document management system (e.g., MyCase/MyManage or similar.)
Qualifications:
High School Diploma or GED.
Minimum 2+ years of direct or related experience.
Strong organizational skills and attention to detail.
Proficiency with Microsoft Office Suite and document management systems.
Prior law firm experience with a focus on tax, trust & estates is required.
Ability to manage multiple tasks, meet deadlines, and support a fast-paced practice group.
Associate’s degree preferred, especially in Business Administration, Paralegal Studies, or Accounting.
Valid driver’s license, insurance and reliable transportation (e.g., position is not commutable by public transportation.)
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