Top 72 Paralegal assistant Jobs in Latham, 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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Paralegal/Legal Secretary
Pentkowski and Pastore —Ballston Lake, NY
- $1,000 - $1,200 a week
- Full-time
- Writing skills
- Research
- Mid-level
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Legal Assistant
Law Offices of Richard C. Miller, Jr., PLLC —Albany, NY
- $20 - $26 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
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Litigation Paralegal
Lemery Greisler LLC —Saratoga Springs, NY
- $42,000 - $55,000 a year
- Email
- Microsoft Excel
- Mid-level
- Microsoft Office
- Health insurance
- Dental insurance
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Docketing Clerk
Heslin Rothenberg Farley & Mesiti P.C. —Albany, NY
- $20.00 - $25.50 an hour
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Paid holidays
- Disability insurance
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8d
Paralegal/Legal Assistant
Smith Hoke, PLLC —Latham, NY
- $50,000 - $58,000 a year
- Full-time
- Mid-level
- Residential
- In-person
- Health insurance
- Dental insurance
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5d
Paralegal Assistant
Law Firm of Alex Dell, PLLC —Albany, NY
- $18 - $19 an hour
- Full-time
- Writing skills
- Research
- Mid-level
- Free parking
- Health insurance
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8d
Docketing Clerk
Tully Rinckey —Latham, NY
- $65,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
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Family Law Paralegal - Albany, NY
Cordell & Cordell —Albany, NY
- $55,000 - $84,700 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Wellness program
- Health savings account
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Legal Secretary
AppleOne —Albany, NY
- $55,000 - $65,000 a year
- Mid-level
- Fair chance
- Communication skills
- Dental insurance
- 401(k)
Quick Apply
2d
Legal Assistant
Contact Government Services, LLC —Albany, NY
- $45,000 - $55,000 a year
- Full-time
- Hybrid work
- Microsoft Access
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
Quick Apply
Legal Assistant
Tully Rinckey —Latham, NY
- $60,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Administrative Assistant/Receptionist
DiDomenico Law, PLLC —Halfmoon, NY
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
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LEGAL SECRETARY (HELPS)
Albany County, NY —Albany, NY
- $54,000 - $59,000 a year
- Mid-level
- High school diploma or GED
- Typing
- Dental insurance
- Tuition reimbursement
3d
Contracts Paralegal
State of New York - SUNY System Administration —Albany, NY
- $60,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
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
Quick Apply
Paralegal
Bond, Schoeneck & King —Albany, NY
- $60,000 - $70,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
Paralegal, MWBE
Empire State —Albany, NY
- $70,000 - $75,000 a year
- Full-time
- Hybrid work
- Office
- Organizational skills
- Senior level
Quick Apply
Paralegal - Trusts & Estates
Whiteman Osterman & Hanna —Albany, NY
- $28.85 - $43.27 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Organizational skills
- Profit sharing
- Health insurance
Senior FOIA Paralegal
Contact Government Services, LLC —Albany, NY
- $65,357.76 - $94,405.65 a year
- Full-time
- Hybrid work
- Word processing
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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paralegal assistant jobs near latham, ny

Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

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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 latham, ny

Estate Planning Paralegal

Paralegal/Legal Secretary

Legal Assistant

Litigation Paralegal

Docketing Clerk

Paralegal/Legal Assistant

Paralegal Assistant

Docketing Clerk

Family Law Paralegal - Albany, NY

Legal Secretary

Legal Assistant

Legal Assistant

Administrative Assistant/Receptionist

LEGAL SECRETARY (HELPS)

Contracts Paralegal

Legal Assistant for Intake Albany

Paralegal

Paralegal, MWBE

Paralegal - Trusts & Estates

Senior FOIA Paralegal

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