Trusts & Estates Legal Assistant

This role also involves monitoring client accounts and implementing appropriate actions within the context of our legal industry.

Responsibilities:

• Managing and maintaining accurate and organized client records
• Processing client requests with a high level of efficiency and accuracy
• Engaging in client relations, ensuring a compassionate and patient approach
• Monitoring client accounts and implementing necessary actions
• Assisting in probate and estate administration
• Ensuring all client information is handled with utmost confidentiality
• Collaborating with the team to ensure all client needs are met
• Continually improving processes for client relations management.
• Possession of a minimum of 3 years of experience in a Legal Assistant role with a strong preference for Trusts & Estates experience
• Proficiency in handling client relations with professionalism and empathy.
• Ability to manage sensitive information with the highest degree of integrity and confidentiality.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to multitask and prioritize effectively.
• Proficiency in using legal software and Microsoft Office Suite.
• Strong attention to detail and problem-solving skills.
• Ability to work under pressure and meet strict deadlines.

Our client offers a collegial culture, flexibility, free parking, 100% free medical insurance (including deductible) for the individual, generous PTO, retirement saving and more.

Qualified candidates should directly apply and connect with Amy Hyman Baum on LinkedIn. Direct messages can be sent via LI messenger or to the email found on Amy's LinkedIn page. Be sure to include an updated resume, salary requirements, and any other pertinent information.