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Trusts & Estates Administrative Assistant
Florida, New York, United States · Tempo total
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- Experiência
- Qualquer
- Salário
- —
- Vagas
- 1
- Publicado
- há 2 semanas
- Modo de trabalho
- No escritório
- Elegibilidade
- Candidates able to work from the employer’s New Jersey, New York, or Florida office locations may apply.
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- Obrigatório candidatar-se
Onde você trabalhará
Descrição da vaga
Role overview
This position is for a Trusts & Estates Administrative Assistant supporting offices in New Jersey, New York, or Florida. The role is centered on document preparation, file organization, attorney support, and general administrative coordination within a legal practice.
Key duties
- Prepare trust and estate binder materials by gathering letters, emails, and other relevant records, then saving and arranging the documents in an organized way.
- Create completed binder packages for mailing, which includes adding FedEx labels, building tables of contents, and checking that formatting is consistent.
- Print, label, and prepare documents for outbound mailings and FedEx shipments.
- Assist attorneys by printing and organizing case materials for client meetings whenever workload requires it.
- Process check requests as needed.
- Store and maintain files accurately in the firm’s document management platform, such as MyCase, MyManage, or a similar system.
- Help open new matters by preparing LOE and NCI documents and completing conflict checks.
- Step in to support the Client Services Representative with handling original documents and vault-related responsibilities.
Additional information
The opportunity is with CBL Legal Talent and is intended for one of the firm’s offices in New Jersey, New York, or Florida.