Legal Assistant

Description Our client is one of the top national law firms. They are seeking to add a Legal Assistant to the Trusts and Estates department in New York. Legal Assistant should have 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 (e.g., conflicts of interest, privacy, deadline docketing, misuse of inside information). Responsibilities will include:

ile management and organization (both digital and paper). Establish and maintain client, departmental and administrative files and workspaces using established protocols for FileSite and document naming conventions

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 InTapp 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 and use QuickLook to obtain financial data and reports

Manage administrative aspects of client/matter intake and management of the matter once opened: obtain/enter required information into the New Business Intake (NBI) system, draft, finalize, and send engagement letter to clients; communicate client billing standards and rates to appropriate individuals, ensure final engagement letter is provided to NBI group and stored in Virtual Files with all other client documents

Leverage firm tools, such as the portal and firm workspaces, to locate information, e.g. timekeeper standard billing rates, firm discounted rates and rate ranges; firm time-entry standards and non-billable time recording

Basic Lexis and internet research, as needed

Work with other timekeepers and legal assistants when required to complete assignments and meet deadlines

Remind timekeepers of deadlines and anticipate their needs to enable them to focus on client/firm related matters

Anticipate timekeeper's client needs and follow up to ensure they are satisfied

Enter trust client information into PCD Trust Account Profile database and work with our Trust Operations Department, as needed

Serve as a witness and/or Notary Public at a client's signing of original documents; arrange for additional witnesses to be available when necessary; ensure original documents signed by the client are handled in accordance with original document tracking protocols

Requirements

Requirements:

Minimum two to four years of Trusts and Estates legal assistant experience

Experience in handling a wide range of administrative tasks

Experience making travel arrangements

Ability to support multiple timekeepers in a fast paced, changing environment

Ability to effectively manage conflicting priorities

Excellent verbal, written, organization, analytical and interpersonal skills

Outstanding client service and decision-making skills

Ability to produce accurate draft documents from a variety of rough sources that are handwritten or 'pieced' together or from oral instructions

Familiarity with procedures of courts and regulatory agencies

Ability to work independently, with minimum supervision while also contributing to a team

Demonstrates a high degree of professionalism, confidentiality, discretion and decorum

Responsiveness to timekeeper/client needs and follow-up where appropriate

Good understanding of basic business relationships and client confidentiality principles

.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2023 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .