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.
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.
Communication and interpersonal skills.
Attention to detail and organization.
Team-oriented and collaborative.
Ability to manage multiple projects concurrently and adapt to new challenges.