Legal Assistant

The Legal Assistant (LA) is a highly organized, detail-oriented professional operating in a pivotal back-office capacity. This role is responsible for providing our legal team with the essential administrative support required to maintain an efficient workflow. The LA serves as an integral part of the team to deliver top-tier estate planning and estate administration services to clients. The ideal candidate is a proactive, reliable team member possessing a keen eye for detail. Responsibilities: • Client Intake & Financial Administration Intake Processing: Manage and execute the client intake process daily, converting inbound leads into clients within the firm's CRM. • Legal Administration & Case Support Agreement & Invoicing: Prepare and distribute official client engagement letters and invoices. Case-Related Overhead: Provide adaptive support for specific case-related administrative tasks as requested by the legal staff. • Document Control & File Management Client Inquiry Routing: Answer client email inquiries directly or accurately route questions to the appropriate internal team member. Ingestion & Digital Archiving: Scan and organize estate planning records and incoming client documents daily into digital folders. File Maintenance: Maintain organized physical and digital client files, ensuring that all correspondence, forms, and uploaded documents are properly logged and accessible. • Signing Ceremony & Front-Office Backup Systemic Auditing: Review physical and digital files for absolute completeness on a regular monthly, quarterly, and annual basis. Official Witness/Notary: Serve actively as a witness or a certified Notary Public during scheduled client signing ceremonies. Front-Desk Coverage: Offer reliable backup support for the Office Coordinator by greeting and welcoming clients or potential clients at the office when needed. Qualifications: • Job Skills & Etiquette Communication Excellence: Display strong organizational, time-management, written, and verbal communication skills across all mediums. Empathy & Discretion: Maintain a deeply professional yet empathetic demeanor when interacting with clients, understanding that many are navigating highly sensitive matters. Data Security: Handle confidential client information with absolute discretion, maintaining compliance with data security and professional conduct policies. Technical Proficiency: Maintain high proficiency with core office software, including Microsoft Office Suite and Google Workspace. Certification Requirement: Hold a valid Notary Public certification, or successfully obtain it within 90 days of the initial hire date. Presentation Standards: Take personal pride in a neat work environment, remain well-groomed, and dress appropriately to the firm's standard at all times. Compensation: $19 - $21 hourly

• Client Intake & Financial Administration • Intake Processing: Manage and execute the client intake process daily, converting inbound leads into clients within the firm's CRM. • Agreement & Invoicing: Prepare and distribute official client engagement letters and invoices.Legal Administration & Case Support • Case-Related Overhead: Provide adaptive support for specific case-related administrative tasks as requested by the legal staff. • Client Inquiry Routing: Answer client email inquiries directly or accurately route questions to the appropriate internal team member.Document Control & File Management • Ingestion & Digital Archiving: Scan and organize estate planning records and incoming client documents daily into digital folders. • File Maintenance: Maintain organized physical and digital client files, ensuring that all correspondence, forms, and uploaded documents are properly logged and accessible. • Systemic Auditing: Review physical and digital files for absolute completeness on a regular monthly, quarterly, and annual basis.Signing Ceremony & Front-Office Backup • Official Witness/Notary: Serve actively as a witness or a certified Notary Public during scheduled client signing ceremonies. • Front-Desk Coverage: Offer reliable backup support for the Office Coordinator by greeting and welcoming clients or potential clients at the office when needed.