Top 64 Paralegal assistant Jobs in Albany Ny

Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
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Local Paralegal with 1-3 years of Experience Wanted
Tabner, Ryan & Keniry, LLP —Albany, NY
- $56,000 - $61,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- In-person
- Health insurance
- Dental insurance
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Intellectual Property Legal Assistant
Heslin Rothenberg Farley & Mesiti P.C. —Albany, NY
- $25.64 - $30.77 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Administrative experience
- Paid holidays
- Disability insurance
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2d
Legal Secretary
Datrose, Inc —Albany, NY
- $25 - $32 an hour
- Online Application
- Mid-level
- Office
- Administrative experience
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4d
Intellectual Property Paralegal
The Research Foundation For SUNY —Albany, NY
- $60,395 - $85,247 a year
- Online Application
- Customer service
- Mid-level
- Project management
6d
Legal Assistants
New Wave People —Albany, NY
- $22 - $24 an hour
- Overtime
- Hybrid work
- Bachelor's degree
- Travel
- No travel
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6d
Litigation Paralegal
Key Resource Group, LLC —Albany, NY
- $62,400 - $80,000 a year
- Part-time
- Mid-level
- In-person
- Communication skills
- Flexible schedule
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Legal Assistant
Stockton, Barker & Mead, LLP —Troy, NY
- $22 - $24 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- In-person
- Health savings account
- Health insurance
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6d
Legal Assistant for Intake Albany
William Mattar, P.C. —Albany, NY
- $21 - $26 an hour
- Full-time
- High school diploma or GED
- 2 years
- Entry level
- Paid time off
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Legal Secretary - Entry Level
Whiteman Osterman & Hanna —Albany, NY
- $23.63 an hour
- Overtime
- Hybrid work
- Administrative experience
- High school diploma or GED
- Communication skills
- Profit sharing
- Health insurance
Legal Assistant
Ceresia, Singiser & Malone Law Firm —Troy, NY
- $40,000 - $60,000 a year
- Full-time
- Mid-level
- Microsoft Office
- Administrative experience
- Health insurance
- Paid time off
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Paralegal Specialist (District Attorney) (HELPs)
Saratoga County —Ballston Spa, NY
- $62,709 - $80,136 a year
- Full-time
- Mid-level
- High school diploma or GED
- Business Administration
11d
Paralegal
Rensselaer County —East Greenbush, NY
- $50,000 - $60,000 a year
- Full-time
- High school diploma or GED
- In-person
- 1 year
- Free parking
- Paid holidays
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Legal Assistant 2 (NY HELPS)
New York State Department of Agriculture and Markets —Albany, NY
- $63,361 - $80,655 a year
- Online Application
- Mid-level
- 1 year
- Associate's degree
- Free parking
- Paid parental leave
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Legal Assistant
Gleason Dunn Walsh & O'Shea —Albany, NY
- $28 - $39 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Free parking
Quick Apply
Legal Assistance Program Assistant
Civil Service Employees Association, Inc. —Albany, NY
- $44,757 a year
- Full-time
- Office
- High school diploma or GED
- Entry level
Legal Assistant 2 (NY HELPS) - Counsel's Office
State of New York - Parks, Recreation & Historic Preservation, Office of —Albany, NY
- $63,361 - $80,655 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
6d
Legal Assistant 1 or Trainee (NY HELPS)
New York State Department of Agriculture and Markets —Albany, NY
- Online Application
- Administrative experience
- High school diploma or GED
- 1 year
- Free parking
- Paid holidays
Quick Apply
Business Document Specialist 1 / Trainee (NY HELPS) - Vacancy ID# 218639
State of New York - State, Department of —Albany, NY
- $36,232 - $52,413 a year
- Full-time
- Background check
- No experience needed
- 1 year
Litigation Paralegal
LaFave, Wein, Frament & Karic, PLLC —Albany, NY
- $55,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Data entry
- Free parking
- Disability insurance
Quick Apply

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Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Bachelor's degree
Attention to detail
Legal drafting
Client services
Law office experience

Full Job Description

Job Summary
We are seeking an experienced estate planning paralegal or financial services administrator to manage complex, high‑net‑worth client matters with a strong emphasis on project management, asset organization, and financial coordination. This role is ideal for someone with a background in financial services, asset management, wealth management, or private banking, who understands the intricacies of high‑value portfolios and family office dynamics.

While traditional legal drafting is not the core focus, familiarity with estate planning documents is expected. The role requires exceptional organizational skills, client service, and the ability to coordinate multiple workstreams across legal, financial, and tax advisors.

Key Responsibilities

Manage all aspects of high‑net‑worth estate planning files, acting as the primary point person to ensure seamless execution from inception to completion of the client’s estate plan.
Coordinate asset information, including collecting, organizing, and maintaining detailed records of investment accounts, business interests, real estate holdings, insurance, and other complex assets.
Serve as a liaison among attorneys, financial advisors, accountants, trustees, and clients to ensure accurate communication and follow‑through.
Track project timelines, deliverables, and outstanding tasks; proactively identify next steps and potential issues.
Assist in the preparation and organization of schedules of assets, trust funding tasks, beneficiary designations, and related estate planning action items.
Prepare documentation related to trust funding and asset transfers; communicate with financial institutions to execute instructions.
Maintain and update client estate plans, including coordinating revisions and ensuring consistent version control.
Support attorneys in complex planning matters including charitable structures, and multi‑generational planning.
Bonus: Prepare or assist with the preparation of gift tax returns (Form 709) and/or estate tax returns (Form 706).
Manage internal systems, file workflows, and databases to ensure compliance and accuracy.

Qualifications

Bachelor’s degree required; paralegal certificate preferred.
3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.
Strong understanding of financial accounts, asset titling, and wealth management concepts.
Exceptional project management skills; ability to juggle multiple complex matters simultaneously with precision.
Highly organized, meticulous, and detail‑oriented.
Strong communication skills and ability to interface professionally with sophisticated clients and advisors.
Proficiency with Microsoft Office; experience with estate planning or wealth management software a plus.
Ability to maintain strict confidentiality in handling sensitive financial and personal information.

Preferred Skills (Not Required)

Experience preparing Form 709 Gift Tax Returns.
Experience supporting Form 706 Estate Tax Returns.
Experience working in a law firm, private bank, RIA, or family office environment.
Familiarity with advanced estate planning strategies and structures.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Paralegal: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

paralegal assistant jobs in albany ny

Estate Planning Paralegal

Local Paralegal with 1-3 years of Experience Wanted

Intellectual Property Legal Assistant

Legal Secretary

Intellectual Property Paralegal

Legal Assistants

Litigation Paralegal

Legal Assistant

Legal Assistant for Intake Albany

Legal Secretary - Entry Level

Legal Assistant

Paralegal Specialist (District Attorney) (HELPs)

Paralegal

Legal Assistant 2 (NY HELPS)

Legal Assistant

Legal Assistance Program Assistant

Legal Assistant 2 (NY HELPS) - Counsel's Office

Legal Assistant 1 or Trainee (NY HELPS)

Business Document Specialist 1 / Trainee (NY HELPS) - Vacancy ID# 218639

Litigation Paralegal

I want to receive the latest job alert for paralegal assistant in albany ny

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