Job Type: Contract

Job Category: IT

Job Description

Position: Tax, Trusts & Estates Administrative Assistant

About the Role

Our client, a well-established regional law firm, is seeking a Tax, Trusts & Estates Administrative Assistant to support its growing practice. This role plays a critical part in assisting attorneys and clients by managing administrative processes with precision, organization, and confidentiality.

Key Responsibilities

• Prepare and assemble Trusts & Estates binders, including drafting cover letters, compiling emails, and organizing supporting documents.
• Finalize binder sets for client mailings, prepare tables of contents, apply FedEx shipping labels, and confirm formatting accuracy.
• Handle printing, labeling, and preparation of outgoing mail and FedEx shipments.
• Support attorneys by preparing and organizing materials for client meetings.
• Submit and track check requests in a timely manner.
• Accurately file and organize records within the firm’s document management system (e.g., MyCase, MyManage, or similar platforms).
• Assist with new matter openings, including preparation of administrative forms and conducting conflict checks.
• Provide backup support for Client Services, including original document handling and vault management.

Required Qualifications

• Prior law firm experience with a focus on tax, trusts, and estates (required).
• Proficiency with Microsoft Office Suite and document management systems.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to balance multiple priorities and meet deadlines in a fast-paced legal environment.
• Reliable transportation (this role is not accessible by public transit).

Required Skills