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Trust & Estates Legal Assistant in Parsippany-Troy Hills, NJ at Staffing Now

Date Posted: 11/6/2018

Job Snapshot

Job Description


The candidate will be responsible for managing, producing and processing administrative and client-specific information . Along with that they will be responsible for complex work that requires knowledge of trusts and estates practice, knowledge of procedures and filing requirements of the courts and government agencies, and knowledge of and adherence to compliance policies.
The Legal Assistant serves as a "client relationship manager" and is responsible for integrating new clients into the firm's business structure, maintaining and managing critical client information, and coordinating and producing a high volume of client and administrative work.

Responsibilities:
• Type, edit, format and proofread a variety of moderate to complex documents
• Independently perform full range of administrative support
• File management and organization (both digital and paper).
• Assemble documents in preparation for electronic filing with courts and agencies on behalf of a timekeeper
• Understand month-end closing schedule and remind timekeepers that time must be released in DTE to meet closing deadlines
• Edit billing narratives according to firm time entry standards in CMS or Prebill Viewer, including performing tasks within the Prebill Viewer
• Manage administrative aspects of client/matter intake and management of the matter once opened.
• Leverage QuickLook to obtain financial and other information
• Basic Lexis and internet research, as needed
• Enter trust client information into ICD Trust Account Profile database
Qualifications/Requirements:
• Minimum four years of legal secretarial experience
• Experience in handling a wide range of administrative tasks
• Experience making travel arrangements
• Excellent verbal, written, organization, analytical and interpersonal skills
• Outstanding client service and decision-making skills
• Familiarity with procedures of courts and regulatory agencies
• Responsiveness to timekeeper/client needs and follow-up where appropriate
• Proficient in the use of Microsoft Office, Interaction, FileSite, DTE, CMS, PDF scanning, HotDocs, and more with the ability to learn and use advanced software applications
• Notary Public