NY Westchester Trusts & Estates Paralegal Legal Secretary

Overview

At The Law Offices of Joseph

A. Marra, PLLC, a growing, dynamic four-attorney firm in Yonkers, NY, we are 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. The office has a convenient location.

• Salary Range:
  Annual $60,000.00 to $80,000.00 depending upon experience, plus bonus.
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Vision insurance
• Paid time off
• Training & development
• Opportunity for advancement
• Paid vacation and holidays
• Employer contribution towards Health Insurance, Optical and Dental Insurance, and Group Term Life Insurance

• Minimum of two (2) years of experience in the legal field (Estate Planning and/or Estate Probate/Administration).
• Must respond with both a cover letter and resume.
• 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 is preferred

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 on 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, 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

• Willing to dress and carry themselves in a professional manner
• Good telephone and people skills
• Willing to submit to a background and/or drug test
• No visible tattoos
• No nose rings, tongue rings, or similar excessive jewelry
• The ability to walk up and down two (2) flights of stairs daily
• Ability to lift up to twenty (20) lbs

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

The Law Offices of Joseph

A. Marra, PLLC

Fax:

Email:

Flexible work from home options available.