What are the responsibilities and job description for the Paralegal/Legal Assistant position at McPhillips, Fitzgerald & Cullum LLP?
Our firm is seeking an experienced, detail oriented, and proactive Paralegal/Legal Assistant to work with a supervising attorney in a high-volume Trust and Estates department. The primary area of focus for this role will be probate, estate, and trust administration, with additional support for estate planning and elder law matters. Prior Trust and Estates experience is preferred.
Responsibilities include:
Assisting the attorney with document preparation including: drafting of petitions, inventories, estate and trust accountings (both informal and formal), deed preparation, property conveyance documents, and various related Surrogates Court documents, along with estate planning documents;
Assisting with the end-to-end administration of estates and trusts;
Electronically filing all court required documentation;
Interfacing with clients, beneficiaries and court personnel;
Performing administrative duties which involve: maintaining organized physical and digital case files, answering phone calls, scheduling appointments with clients, managing the attorney’s calendar, and monitoring deadlines; and
Attending will executions and other legal functions with the attorney.
Education and Experience Requirements:
Bachelor’s Degree preferred, or a combination of education and/or experience;
Familiarity with New York Surrogate’s Court procedure, local rules, and standard filing requirements is strongly preferred;
2-3 years of experience as a paralegal/legal assistant in a law firm setting;
Proficiency with Microsoft Office Suite;
Proficiency with document assembly tools and practice management software;
Solid written and verbal communication skills;
Ability to be resourceful and proactive when issues arise;
Excellent organizational skills; and
Multitasking and time-management skills, with the ability to prioritize tasks.
The estimated annual pay for this role is $40,000 to $55,000. The actual hourly rate offered will be based on a wide range of factors, including relevant skills, training, experience, education, and where applicable, licensure or certification obtained.
Job Type: Full-time
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Profit sharing
- Vision insurance
Work Location: In person
Salary : $40,000 - $55,000