Job Description

Position: Legal Executive Assistant (T&E Department)

Location: Mineola, NY
Compensation Package: Base salary up to $85K, Paid Overtime, Annual Bonus, Comprehensive Benefits, 401(k), and more
Firm: Prestigious National Law Firm

Overview:

This is a unique and highly visible opportunity to provide executive-level legal and administrative support the Trusts & Estates Department at a top-tier national law firm. The ideal candidate will bring a high degree of professionalism, discretion, and attention to detail in managing complex estate matters and supporting high-level departmental operations.

Responsibilities for Legal Executive Assistant (T&E Department):

• Serve as a trusted right hand to the Department Chair, providing proactive, high-level administrative and legal assistance in a fast-paced and sophisticated legal environment
• Manage a complex and ever-changing calendar, coordinate high-level internal and client meetings, and ensure seamless communication across all parties
• Prepare and file court documents for probate and estate proceedings, including fiduciary appointments, disclaimers, resignations, inventories, and estate claims
• Assist with the preparation and timely filing of Federal and New York State estate tax returns
• Draft, revise, and finalize estate planning documents such as wills, trusts, powers of attorney, and healthcare proxies
• Prepare and manage beneficiary designation forms, and assist with the administration and transfer of assets across estate and trust accounts
• Maintain accurate and confidential records, time entries, and billing support for the Chair

Requirements for Legal Executive Assistant (T&E Department):

• Minimum 5+ years of Trusts & Estates experience in a law firm setting, with demonstrated experience supporting senior-level attorneys
• Exceptional organizational and multitasking skills with the ability to anticipate needs and prioritize with minimal supervision
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel); knowledge of legal billing/time entry systems is a plus
• Strong interpersonal skills and a refined client service orientation
• Familiarity with New York probate procedures and estate administration; working knowledge of Medicaid applications is a plus

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