Robert Half Legal Assistant in New York, New York
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
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.
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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.