Legal Assistant

Overview

• Support the Trust and Estate Group in administrative and operational tasks for ultra-high-net-worth clients.
• Assist with trust and estate document preparation, execution, organization, and recordkeeping processes.
• Coordinate fiduciary, tax, payment, and client service-related processes across stakeholders.
• Maintain organized electronic and physical filing systems for correspondence and records.
• Respond to client inquiries and support scheduling and coordination needs effectively.
• Support special projects and ad hoc administrative and operational tasks as required.
• Serve as, or become, a notary to facilitate document execution processes.

Key Responsibilities & Duties

• Manage phone coverage, calendars, meeting scheduling, and travel arrangements for the team.
• Coordinate trustee commissions, trust-related expenses, and obligations accurately.
• Handle annual trust distributions, including correspondence and beneficiary communications.
• Assist in preparing estate planning documents like living wills and powers of attorney.
• Print, assemble, and bind estate planning documents, maintaining conformed copies post-execution.
• Update department meeting materials and tracking lists regularly.
• Support document execution processes as a notary and ensure compliance.
• Collaborate with internal and external stakeholders for seamless operations.

Job Requirements

• Bachelor of Arts (BA) degree required, preferably in a related field.
• 2-5 years of experience in legal assistant, trust and estates, or related administrative roles.
• Strong organizational, detail-oriented, and multitasking capabilities.
• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Professional communication skills for effective interaction with clients and advisors.
• Willingness to become a notary for document execution support.
• Familiarity with trust and estate documents is preferred but not mandatory.
• Ability to manage sensitive and confidential information discreetly.