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Legal Assistant

Full time Position: Mon - Fri 8am - 5pm.  Primary location Meridian Centre, Rochester NY with support to Fairport office, as needed.

Summary:  Legal Assistant is responsible for providing secretarial assistance to attorneys in all aspects of general legal practice. Primary focus on Trust & Estate and Real Estate support. This position maintains professionalism and strict confidentiality in all client and Firm matters.

 

Essential Duties and Responsibilities: include the following, together with other duties that may be assigned:

  • Scheduling appointments and greeting clients.
  • Draft correspondence and estate planning documents (including Powers of Attorney, Heath Care Proxys, Wills and Trusts).
  • Serving as a witness to the execution of estate planning documents including advanced directives, Trusts and Wills in the Fairport office, as needed.
  • Daily Obituary searches.
  • Assist real estate paralegal with closing letters, check disbursements, invoicing and closing files.
  • File creation and organization including copying, faxing and scanning.
  • Legal support for all attorneys working in the Fairport, as needed.
  • Track and input billable time into billing system.
  • Prepare check requests for payment for expenses from Trust account or client advances.
  • Additional tasks as requested by attorneys.

Qualifications:

  • 2-5 years legal support experience.
  • New York State Notary, a must. Experience with trust and estates and/or real estate a plus.
  • Reliable Transportation.
  • Excellent written, verbal, proofreading skills.
  • Ability to work independently, with minimal supervision.
  • Ability to multi-task and work part of a team.
  • Must be highly organized, detail orientated and have effective time management skills.
  • Experience with MS Office (Word, Excel and Outlook).