Tax, Trusts & Estates Administrative Assistant

Pay: $65,000.00 - $85,000.00 per year

Job description:

Note: This hybrid position requires employees to be on-site 3 days a week at our clients Hackensack, NJ office.

Note: The qualified candidate for this position must have prior administrative experience in a law firm or professional services environment, preferably within tax, trusts, or estates.

About Our Client

Our client is a respected law firm with offices throughout the East Coast, recognized for their work in tax, trusts, and estates law. They foster a professional and collaborative workplace where employees are valued and supported in their career development.

Job Description

• Assist attorneys in preparing and organizing Trusts & Estates binders and related documents
• Compile letters, emails, and materials for client deliverables
• Assemble final binder sets for mailing, ensuring accurate formatting and FedEx shipment preparation
• Print, label, and process outgoing correspondence and documents
• Support attorneys during client meetings by preparing and organizing required materials
• Submit check requests and manage administrative forms
• Save and organize documents in the firms document management system (MyCase, iManage, or similar)
• Open new client files, run conflict checks, and prepare administrative documents
• Provide coverage for the Client Services Representative, including handling original documents and vault maintenance

Qualifications

• Prior administrative assistant experience in a law firm or professional services environment
• Familiarity with trusts, estates, or tax law preferred
• Strong organizational and communication skills
• Proficiency with Microsoft Office and document management systems (MyCase, iManage, or similar)
• Ability to prioritize multiple tasks and work independently with attention to detail

Why This Is a Great Opportunity

• Join a highly regarded law firm in a key support role
• Work closely with attorneys and gain exposure to trusts, estates, and tax matters
• Professional, team-oriented work environment
• Competitive pay and comprehensive benefits package

JPC-394

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Note, these requirements are in conjunction with the job description but supersede what is written in the ad: Must have 1+ yrs exp in wills, trusts, & estates law and proficiency in Microsoft Office. Exp in following softwares is huge plus: iManage, MyCase, or similar T&E law software. No relo

• Submission: Name / EM: Gayle Englert / [email protected]

Recruiters Submission: To submit cancel - Name - Tax, Trusts & Estates Admin Assistant - Cole Schotz - JPC-394 - Source

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** New job order alert**

• Client job title: Tax, Trusts & Estates Admin Assistant

• Location: Hackensack, NJ

• On site, hybrid, remote: Hybrid

• Experience: 1

• Good fit job titles/keywords for candidates: Legal Admin Assistant, Estate Planning Assistant, Office Administrator

• # of hires needed: 1

• Open or not to recruiters on TE: no