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Legal Assistant

New York, NY
SourcePro Search is conducting a search for a Legal Assistant, who will be involved throughout estate planning processes as well as traveling to the Surrogate’s Court on estate administration cases. Job responsibilities will include a range of research and administrative projects. Legal Assistants will be expected to draft estate planning and estate administration documents. A crucial aspect of this position involves working directly with clients on both estate planning and estate administration matters.
The ideal candidate should have strong organizational, communication, and time-management skills in addition to technical and analytical skills. This role requires candidates to be detail-oriented and have strong interpersonal skills.

  • Working directly with clients to assist with their estate planning and estate administration needs.
  • Drafting legal and estate planning documents.
  • Answering estate planning inquiries.
  • Traveling to the Surrogate’s Court regarding estate planning and estate administration matters.
  • Conducting internal research on client cases for the firm.
  • Screening clients best suited for provided services.
  • Investigating and transferring assets such as bank accounts, real estate, and abandoned property belonging to clients.
  • Bachelor’s Degree.
  • Strong passion for attending law school/pursuing a career in law.
  • The ability to work independently and in a team.
  • Strong written and oral communication.
  • Strong organizational and detail-oriented skills.
  • The ability to adapt quickly to a new work environment.
  • Proficiency in Word, Excel, PowerPoint, WordPerfect, Outlook, and eDocs.

Position Qualifications
  • Communication and interpersonal skills.
  • Attention to detail and organization.
  • Team-oriented and collaborative.
  • Ability to manage multiple projects concurrently and adapt to new challenges.
Resourceful in problem-solving situations.

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