Summary:
A trust and estates Project Assistant provides support to estate planning and fiduciary litigation attorneys by assisting with all aspects of estate planning, trust and estate administration and fiduciary litigation matters. As a trust and estate Project Assistant, your job duties may include preparation of indexed PDFs, tracking of financial information in Excel, communicating with court clerks and with clients, filing probate pleadings and litigation pleadings, communicating with clients to set meetings, calendar management, and assisting with the review and preparation of invoices for trust and estate clients, as well as managing other administrative tasks on behalf of your supervising attorneys.
Essential Job Functions:
- Ability to respond quickly to changing demands and be self-motivated with the ability to work independently as well as part of a team.
- Excellent organizational and calendaring skills.
- Excellent interpersonal skills.
- Outstanding oral and written communication skills.
- Excellent document management skills.
- Strong work ethic.
- Attentive to detail and able to multi-task.
- A professional attitude and approach to people are essential.
- Strong interpersonal, organizational, and project management skills
- Able to handle confidential and sensitive information with discretion
- Detail oriented and ability to multi-task and work within deadlines
- Proficient in Microsoft Office products (Word, Excel, Outlook, etc.)
- Participation in meetings with clients, attorneys and advisors regarding estate and trust matters.
- Communicate with clients, family members, trustees, other attorneys and professionals.
Necessary Knowledge, Skills and Abilities:
- Excellent interpersonal and organizational skills and the ability to work successfully with multiple team members, interacting with employees at all levels of the organization.
- Competent to handle a variety of activities with attention to detail and quality, with the ability to follow through and follow up, and adapt to quickly meet changing deadlines and priorities.
- Advanced proficiency with Microsoft Office Suite applications, including Word, Excel, Outlook, PDF software, and DocuSign.
- Ability to complete multiple tasks and a high volume of work on short deadlines and follow through on assigned tasks with limited supervision.
- Retain a high level of flexibility and resourceful problem solving.
- Exceptional verbal and written communication skills.
- Ability to handle sensitive information with the highest degree of integrity and confidentiality.
Educational and Experience Requirements:
- Bachelor’s degree or equivalent education and work experience;
- At least two plus years of experience in a professional services firm; some experience in trusts and estates work or litigation is a plus.
Work Environment and Physical Demands:
- Ability to work extended hours when necessary.
- Normal office environment; no unusual physical demands.
- In office position
