Legal Assistant (Trusts & Estates)

Job Description

Job Description

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Position Summary:
The Legal Assistant provides administrative and client-focused support to ensure Day Pitney meets its business and client service goals. Working with timekeepers and as part of a virtual support team, the Legal Assistant handles complex tasks related to trusts and estates, court and government filing procedures, and compliance policies. This role also supports client relationships, manages critical client information, and coordinates high-volume administrative and client work.

Key Responsibilities:

• Provide full administrative support to multiple timekeepers, including scheduling, calendar management, and client communications.
• Arrange and attend client document execution meetings, serving as witness and/or Notary Public when required.
• Prepare, edit, format, proofread, and assemble client and court documents.
• Organize and maintain digital and paper client, departmental, and administrative files.
• Support client billing processes, including editing billing narratives, tracking expenses, and generating financial reports.
• Manage client intake, including entering data into New Business Intake systems, sending engagement letters, and communicating billing standards.
• Conduct basic legal research using Lexis or other online resources.
• Collaborate with other legal assistants, timekeepers, and internal departments to complete assignments and meet deadlines.
• Delegate tasks to support resources and review completed work.

Qualifications:

• 2–4 years of legal administrative experience, preferably in Trusts and Estates.
• Experience handling a wide range of administrative tasks in a fast-paced environment.
• Strong organizational, verbal, written, analytical, and interpersonal skills.
• Excellent client service and decision-making abilities.
• Ability to produce accurate draft documents from handwritten notes, partial sources, or oral instructions.
• Familiarity with court and regulatory procedures.
• Ability to work independently and collaboratively while maintaining confidentiality and professionalism.
• Proficiency with Microsoft Office, virtual workspace tools (e.g., FileSite/iManage), billing and financial systems, and electronic filing platforms.
• Notary Public (or ability to obtain quickly).

Company DescriptionConnexion Systems & Engineering is a full-service staffing firm, whose mission is to provide "best in class" staffing services to our clients and job seekers alike. We strive to achieve excellence in staffing, job placement and recruiting services, while treating our clients, employees, and candidates with the professionalism and respect they deserve.

Company Description

Connexion Systems & Engineering is a full-service staffing firm, whose mission is to provide "best in class" staffing services to our clients and job seekers alike. We strive to achieve excellence in staffing, job placement and recruiting services, while treating our clients, employees, and candidates with the professionalism and respect they deserve.