NY Westchester Trusts Estates Paralegal Legal Secretary

Overview

The Law Offices of Joseph

A. Marra, PLLC, a growing, dynamic four-attorney firm in Yonkers, NY, is seeking a highly organized, responsible Paralegal/Legal Secretary with experience to assist the firm with legal matters involving Wills, Trusts, Estate Administration, and Estate Planning. This is a wonderful opportunity for someone who can work independently and who enjoys working with people. Convenient location and office.

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Salary Range:
Annual $60,000.00 to $80,000.00 depending upon experience, plus bonus.

• Assisting attorneys with preparing legal documents such as Powers of Attorney, Trusts, and related estate planning documents using MS Word.
• Will execution ceremonies.
• Organization of information about various parties involved in a particular case.
• Organization of information of a client’s or decedent’s assets, such as bank statements or income tax returns.
• Speaking to court personnel regarding outstanding cases.
• Electronic filing of documents, i.e., via NYSCEF.
• Preparing Informal Estate Accountings.

• Greeting clients and helping them to feel comfortable, valued, and welcomed.
• Answering telephones in a courteous, professional, and upbeat manner.
• Scheduling client appointments, closings, motions, etc.
• Helping to keep the office neat and clean.
• Filing of legal and financial documentation.
• Scheduling community events for the attorneys.
• Opening, sorting, and delivering mail to the appropriate parties.
• Signing attorneys up for CLEs, networking events, etc.
• Opening new files.
• Reviewing the daily calendar with attorneys and staff.
• Depositing the mail with the USPS.

• Minimum of two (2) years of experience in the legal field (Estate Planning and/or Estate Probate/Administration).
• Ability to Work Independently and Efficiently.
• Good Organizational Skills
• Good Phone Manners
• 60 WPM Typing
• Proficient in Microsoft Office (Word, Excel, and Outlook)
• Organized
• Calm Under Pressure
• Polished
• Articulate
• Computer Literate
• Experience with, or the Ability to master, Hot Docs, Clio, Quicken, and similar programs.
• Professional
• Excellent People Skills
• Patience
• Be Able to Climb Two (2) Flights of Stairs Daily and Lift 20 Lbs
• Fluency in Spanish is a plus
• Residence in Westchester County or Bronx County preferred.
• Will submit to a background and/or drug test

• MS Office with proficiency in Word and Excel. Knowledge of Clio or similar Practice Management Software is a plus.
• Adobe
• Add numbers quickly
• Able to type at least 60 words per minute
• Able to use a computer, copy machine, and various software programs
• Able to speak and write clearly
• Excellent phone manner
• Willing to learn software programs such as Quick Books, Quicken, Hot Docs, and Clio

• Paid vacation and holidays
• Employer contribution towards Health Insurance, Optical and Dental Insurance, and Group Term Life Insurance

If you meet all these requirements, please send your resume and cover letter to  or via fax to .

Flexible work from home options available.

The Law Offices of Joseph

A. Marra, PLLC
Fax:
Email: