Summary: WILLING TO TRAIN The Medicaid/Trust & Estate Legal Assistant is responsible for providing administrative support and assistance to supervising attorneys in all aspects of Medicaid applications estate and trust practice area within established administrative procedures. The Legal Assistant maintains professionalism and strict confidentiality in all client and Firm matters. (80% Medicaid/20% T&E)
Essential Duties and Responsibilities: include the following, together with other duties that may be assigned:
- Assist with the preparation and filing of legal documents related to Medicaid and/or Estate Administration
- Manage and organize client files, ensuring all documents are up-to-date and properly maintained
- Conduct legal research and gather information relevant to cases
- Communicate with clients, providing updates on their cases and responding to inquiries in a timely and professional manner
- Coordinate with external parties such as financial institutions and government agencies to obtain required documentation
- Back up support for preparation and/or finalize Wills, Trusts, Health Care Proxy and Power of Attorney documents.
- Prepare estate document packages for delivery to clients for signature and tracking document packages to be returned.
- Set up meetings and video conferences for attorneys.
- Prepare check requests for payment for expenses from Trust account or client advances.
- Research and investigate any requests, problems or issues, and resolve with appropriate parties.
- Witness document signing in-office and outside the office, as requested.
- Rotate in switchboard coverage as needed.
- Track and input time entries for billable work.
- Other duties may be requested and/or assigned.
Qualifications:
Minimum 3 year’s experience in Trust and Estates.
Knowledge of Medicaid Application process.
High School Diploma. College degree or certificate program a plus.
New York State Notary.
Strong administrative and computer skills.
Extensive knowledge of Word, Outlook and Excel.
Effective organizational, communications and interpersonal skills required.
Must work effectively with other motivated professionals in a fast-paced environment.
Salary based on experience: Starting Range $45,000 - $55,000/annual
Benefits:
- Full-Time 8am -5pm 1 hour lunch. We are flexible as long as it is 40 hours per week
- We are 100% in office. No remote option for this position.
- Pay every 2 weeks
- Benefits
- Health - Firm pays 75% of single high-deductible health insurance. Employee cost $ 88.55 per pay period for single. Family/child/spouse coverage for an additional cost to the employee.
- Dental - $0 cost for a single plan per pay period. Family/child/spouse coverage available for an additional cost to the employee.
- Vision - $2.78 per pay period
- Life Insurance ($25,000), Long Term Disability and Supplemental Short term disability insurance is 100% paid by the firm
- HSA – when enrolled in the firm health insurance high-deductible plan, firm contributes $700 annually to an HSA. This $700 is prorated based on the start date.
- HRA – High-deductible amount caps at $2,500 and the firm pick up all additional health care out of pocket costs up to the $8,500/single and $17,000 family/child/spouse at which time coverage by insurance becomes 100%.
- FSA – Dependent care available. Firm does not contribute to this.
- 401k and Roth 401k Safe Harbor Match - Firm matches 100% of the first 3% contribution and match 50% for 3-5% contribution. If you contribute 5% to 401k – firm match is 4%.
- Safe Harbor Match is 100% employee funds starting on day 1. There is no waiting to be vested in the firm contribution
- No waiting period to contribute to 401k
- Health, Dental, visions, HSA, FSA and 401k are all pre-tax deductions.
- Other
- Monthly birthday and work anniversary celebrations
- Firm “cook-off’s (Soup, Chili)
- Big St Patrick’s Day celebration and Holiday Party
- Summer Solstice Ice Cream Social
- Administrative Professionals Lunch
- Any other parties we can think of 😊
Send Resume and Cover Letter
Johanna Winter, McConville Considine Cooman & Morin PC
jwinter@mccmlaw.com