Trusts & Estates Administrative Assistant

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.