Legal Assistant - Trusts & Estates
Description We are offering an exciting opportunity for a Legal Assistant in LUTHERVILLE, Maryland. The successful candidate will be joining our team in the legal industry, providing extensive support to attorneys specializing in Trusts & Estates. The workplace is conveniently located within walking distance of shops and restaurants, making it a vibrant and dynamic environment to work in.Responsibilities: Act as a primary point of contact for clients, communicating via email and phone regularly Prepare, edit, and proo correspondence and legal documents, primarily focusing on estate planning, estate administration, and trust administration Liaise closely with clients' accountants and financial advisors, ensuring smooth communication and information flow File probate documents and maintain regular contact with Register of Wills' offices Manage invoicing processes including preparation and dispatch, receipt of payments, and bank deposit preparations Handle trust tax returns and tax payments Oversee the scheduling of appointments and maintain an up-to-date Estate Administration calendar Manage scanning tasks and regularly update office control lists such as task list, estate admin deadlines, original documents vault and inventory Perform administrative duties such as answering phones, welcoming clients, handling mail, ordering supplies, and managing office opening and closing procedures. Requirements Minimum of 3 years' experience as an Assistant in a law firm or other related professional services firm such as accounting or tax firm Proficiency in file management systems Exceptional client relations skills Experience in estate planning preferred Experience in probate and estate administration preferredCommitment to confidentiality and discretionHighly organized To be considered for this position, please apply directly and connect with Amy Hyman Baum on LinkedIn. Direct messages can be sent via LI messenger or to the email found on Amy's LinkedIn page.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.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.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.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .