Legal Assistant/Secretay (Islandia)

  • Address:Islandia, NY 11749 (map)
  • Date Posted:08/25/16
  • Job Type:Full-time
  • Description:
  • Elder Law/Estate Planning Law Firm seeking candidate with minimum 3 years + experience in review and finalization of Estate Planning documents ie: Last Will and Testament, Advance Directives, Trust and more.The right candidate will:Enhances attorney effectiveness by developing case information, client contact, finalization of documents; maintain client files.Duties:* Keeps cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney.* Helps develop cases by maintaining client contact; scheduling execution of documents; preparing and forwarding drafts of advance directives; preparing and filing deeds; generating action plan reports.* Answering incoming calls and routing appropriately* Keeps clients informed by maintaining contact; communicating case progress.* Maintains case costs by verifying outstanding balances with attorney, clients, and providers.* Updates job knowledge by participating in educational opportunities; reading professional publications.* Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.Skills/Qualifications:Experience with Hot Docs and Time Matters a plus, Strong Microsoft Suite Experience preferred, Research Skills, Legal
Ad ID: 45750138
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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