Administrative Assistant - Personal Planning
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The Administrative Assistant in the Fiduciary/Personal Planning group is responsible for performing a variety of tasks during all phases of estate administration, as well as assisting with the estate planning for high-net-worth clients. This role works under the supervision of the group’s fiduciary manager and at direction of the group’s attorneys.
Responsibilities
Estate Administration:
Review and analyze estate documents for purposes of probate
Draft and file various petitions and supporting documents, working independently with Surrogate’s Court
Inventory and review decedent’s records and collect decedent’s assets
File inventory of assets and supporting documents with Surrogate’s Court
Maintain estate financial records; coordinate payments of debts, estate administration expenses, taxes, and commissions
Review appraisals/valuations and assist with the sale/transfers of decedent’s property, including interests in LLCs and partnerships, artwork, jewelry, and other tangible personal property
Complete medical and life insurance claims, collect life insurance proceeds, and obtain Life Insurance Statement Form 712
Arrange for Federal and State tax lien releases
Draft various release agreements for individual and charitable beneficiaries
Prepare documents in connection with estate and gift tax audits
Estate Planning:
Administer insurance trust accounts including opening bank accounts, paying premiums, preparing Crummy notices, and wire transfers
Drafting various release agreements and coordinating the distribution of assets to beneficiaries
Fund revocable and irrevocable trusts including transferring LLC and partnership interests, real property, stock, tangible personal property and life insurance policies
Form entities for estate planning purposes including LLCs, LPs, corporations, and not-for-profit corporations
Draft organizational documents such as LLC and LP agreements, by-laws, resolutions, minutes, SS-4 applications, apply for tax identification numbers, qualify entities to do business in various states, file annual reports
Dissolve entities including drafting and filing dissolution documents, liquidating assets, and completing other required state and tax filings
Draft health care proxies, living wills, and powers of attorney
Prepare documents for client meetings, conform original documents and maintain transactional libraries
Perform other administrative duties as assigned
Education
Bachelor’s degree and/or Paralegal Certificate required
Preferred
Knowledge of legal principles and practices acquired through formal paralegal training or its equivalent a plus
Skills and Experience
Minimum of 3-5 years of paralegal experience
Strong work ethic and professional presentation
Outstanding verbal and written communication skills
Ability to proofread for contextual, grammatical, and spelling errors
Ability to communicate effectively with clients, outside counsel, and third-party vendors
Strong organization and prioritization skills
Multitasking in a high-pressure environment with attention to detail and deadlines
Ability to work independently and as part of a team
Excellent analytical and critical thinking skills
Flexibility to work late and on holidays/weekends
Advanced MS Office, Adobe Acrobat, and Internet research skills
Preferred
Knowledge of iManage, HotDocs, eDockets and legal research databases such as Westlaw and Lexis/Nexis
Salary Information
NY Only: The estimated base salary range for this position is $63,000 to $73,000 at the time of posting.
The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is non-exempt meaning it is overtime pay eligible.
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Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity. The Firm prohibits discrimination or harassment based upon race, color, religion, gender, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, protected veteran’s status or any other legally protected status. “Gender” includes actual or perceived sex, a person’s gender identity, self-image, appearance, behavior or expression, whether or not that gender identity, self-image, appearance, behavior or expression is different from that traditionally associated with the legal sex assigned to that person at birth. This Policy pertains to every aspect of an individual’s relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment.
#LI-Onsite- $63,000 - $73,000
