Legal Assistant/Paralegal

An expanding boutique law firm in Berwyn, Pennsylvania, specializing in Trust/Estate Planning and Administration and Business/Transactional counseling. Job Type: Full -Time or Part-Time , in-person at Berwyn office Compensation: Competitive compensation commensurate with experience , plus benefits Job Description: We are seeking a detail-oriented Paralegal/Legal Assistant , ideally with 3 or more years of experience in either Business/Transactional or Trust/Estate Planning and Administration matters. Experience in both is not expected as we provide training in the complementary practice area. We value client relations skills (including serving as a day-to-day point of contact for clients ) , attention to detail,Microsoft Office proficiency , and willingness to learn our Firm’s legal research and accounting software . Responsibilities Support attorneys with all facets of client representation Prepare and finalize legal documents under attorney supervision including entity formation documents, operating agreements, business purchase/sale agreements (and ancillary documents), wills, trusts, powers of attorney, and estate administration filings Manage, with attorney, communications with clients, beneficiaries, financial institutions , and other parties Conduct legal research using Westlaw (Practical Law/CoCounsel), Spellbook, or similar platforms and assist with drafting memoranda and client correspondence Maintain client files, transactional deal checklists, case management records, and billing documentation in compliance with Firm protocols and the applicable Rules of Professional Conduct Schedule, coordinate, and participate in client meetings, document signings, deal closings Monitor critical tax, Trust/Estate Administration, and transactional deadlines Pursue professional development through relevant continuing legal education and training programs Required Qualifications Generally, 3 or more years of substantive Business/Transactional or Trust/Estate Planning and Administration experience (strong related experience also considered), with willingness to learn complementary practice areas Associate’s degree in paralegal studies , Bachelor’s degree, paralegal certificate, or equivalent combination of education and experience Excellent organizational skills , with proven ability to manage multiple client matters and competing deadlines Strong written and verbal communication skills, including attention to detail and professional interaction with clients, attorneys, and third parties Ability to work independently and exercise sound judgment under attorney supervision, while collaborating effectively with attorneys, clients, and staff in a team environment Preferred Qualifications Experience with research and drafting tools (e.g., Westlaw – Practical Law/ CoCounsel, Spellbook) Experience with Estate Administration/Trust accounting software (Thomson Reuters OneSource Fiduciary Accounting System) Familiarity with Pennsylvania Probate procedures and Orphans’ Court rules Pennsylvania Notary Public Experience in other areas (e.g., Litigation, Real Estate) helpful but not required Other Firm Offerings Sophisticated work in a supportive and collegial setting that values professional excellence and life outside the office Professional growth and advancement opportunities Rewarding work with individuals, families, entrepreneurs, and businesses with meaningful community impact Significant technology support (including secure, legal-focused AI platforms) We encourage you to apply even if you do not meet every qualification. Toscani, Stathes & Zoeller, LLC is an equal opportunity employer #J-18808-Ljbffr