Legal Assistant l Estate Planning Law Firm (In-office)

Job Description

Job Description

Bring Your Legal Expertise to a Team That Values Excellence

Legal Assistant l Starting at $50K/year l 08:30AM to 05:00PM

Join a collaborative law firm where your attention to detail, strong organizational skills, and commitment to excellence will make a real difference. In this role, you'll play a vital part in supporting attorneys, guiding clients through important legal matters, and ensuring every case is handled with professionalism, accuracy, and care. If you thrive in a fast-paced environment, embrace technology, and take pride in being a dependable member of a high-performing team, we'd love to hear from you.

The ideal candidate is a strong communicator, thrives in a fast-paced environment, embraces technology, and takes pride in providing outstanding support to both clients and attorneys.

LEGAL ASSISTANT

Key Responsibilities

Attorney & Case Support

• Provide administrative and legal support to attorneys and paralegals
• Prepare, proofread, format, and finalize legal documents and correspondence
• Assist with drafting routine legal forms, letters, and pleadings
• Maintain case files and ensure documentation is complete and organized
• Track deadlines and assist in managing attorney calendars and task lists
• Coordinate case-related activities and follow up on outstanding items

Client Communication

• Serve as a primary point of contact for clients regarding scheduling, document requests, and administrative matters
• Communicate with clients professionally and empathetically via phone, email, and client portals
• Provide status updates and assist with gathering information and documentation
• Schedule consultations, meetings, and client appointments
• Ensure clients receive timely responses and exceptional service

Document & File Management

• Organize, maintain, and update electronic and physical files
• Manage document collection, scanning, filing, and record retention
• Prepare engagement agreements and client onboarding materials
• Ensure all information is accurately entered into practice management systems
• Maintain confidentiality and security of client information

Administrative Support

• Manage attorney calendars, scheduling, and meeting coordination
• Assist with incoming and outgoing mail, email management, and document delivery
• Coordinate with courts, opposing counsel, vendors, and third parties as needed
• Monitor workflows and help ensure deadlines are met
• Support special projects and firm initiatives as assigned

Client Experience & Team Support

• Deliver a professional, responsive, and client-focused experience
• Anticipate needs and proactively resolve administrative issues
• Assist in improving internal systems and processes
• Contribute to a positive, collaborative team culture
• Take ownership of assigned responsibilities and follow through to completion

Qualifications

• 2+ years of experience as a Legal Assistant
• Law firm experience strongly preferred
• Excellent written and verbal communication skills
• Strong organizational and multitasking abilities
• High attention to detail and accuracy
• Ability to prioritize competing tasks and meet deadlines
• Proficiency in Microsoft Office and legal practice management software

Preferred Qualifications

• Experience supporting attorneys in estate planning, probate, family law, litigation or business law
• Familiarity with Clio, MyCase, PracticePanther, or similar legal software
• Experience with client intake and onboarding processes
• Strong document management and calendaring skills
• Bachelor's degree or Paralegal Certificate preferred but not required

Core Competencies

• Client-first mindset
• Professionalism and discretion
• Accountability and reliability
• Strong communication skills
• Attention to detail
• Initiative and problem-solving
• Adaptability and flexibility
• Systems and process orientation

What Success Looks Like

• Attorneys receive timely and reliable support
• Client communications are handled promptly and professionally
• Case files remain organized, accurate, and up to date
• Deadlines, appointments, and tasks are consistently managed
• Clients feel informed, supported, and valued
• Administrative processes run efficiently and effectively

We are looking for someone who is not only skilled and dependable, but who also genuinely cares about doing meaningful work and supporting both clients and teammates with excellence. If you are a proactive problem-solver who takes pride in being reliable, detail-oriented, and committed to continuous learning, we would love to hear from you.

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.

Job Type: Full-time