Paralegal

Location: Main Line Area, (Greater Philadelphia) Compensation: Negotiable (Based on Experience) Our client is a growing boutique law firm based on the Main Line. We are seeking an experienced, detail-oriented Paralegal or Legal Assistant to join their team. This is an excellent opportunity for a motivated legal professional with a strong background in Business/Transactional law and/or Trust, Estate Planning, and Administration. The ideal candidate has experience in Mergers & Acquisitions, thrives in a client facing role, takes ownership of their work, and brings both precision and professionalism to every matter they manage. This role offers the right candidate a chance to collaborate closely with skilled attorneys in a collegial, professional environment where their contributions will have a direct and meaningful impact. Overview of Responsibilities Provide comprehensive support to attorneys across all phases of client representation Draft, prepare, and finalize a broad range of legal documents including wills, trusts, powers of attorney, estate administration filings, operating agreements, and asset/stock purchase agreements under attorney supervision, while managing correspondence with clients, beneficiaries, creditors, opposing counsel, and financial institutions Conduct legal research using Westlaw (Practical Law), LexisNexis, or comparable platforms; draft memoranda, correspondence, and client-facing communications Maintain accurate and organized client files, case management records, and billing documentation in accordance with Firm protocols and the Rules of Professional Conduct Coordinate and participate in client meetings and transactional deal closings; proactively manage and monitor critical deadlines across transactional matters and trust/estate tax and administration timelines Serve as a primary point of contact for clients, managing phone calls, emails, and routine inquiries with professionalism and sound judgment Actively pursue professional development through relevant CLE courses and training programs Overview of Qualifications 3+ years experience in Business/Transactional law and/or Trust, Estate Planning, and Administration, with a willingness to expand into complementary practice areas Associate’s degree in paralegal studies, Bachelor's degree, paralegal certificate, or equivalent combination of education and experience Exceptional organizational & multitasking abilities, with a demonstrated track record of managing multiple client matters and competing deadlines Strong written and verbal communication skills, with the ability to engage professionally with clients, attorneys, and third parties at all levels Ability to work independently with limited supervision while contributing collaboratively within a boutique firm environment Advanced proficiency with Microsoft Office Suite; aptitude for learning new legal research and accounting software platforms Experience with estate administration/trust accounting software (Zanes) Familiarity with Westlaw Practical Law for transactional matters Knowledge of Pennsylvania Probate Procedures and Orphans' Court Rules Active Pennsylvania Notary Public commission Background in additional practice areas such as Litigation or Real Estate is a plus #J-18808-Ljbffr Craig Bradford Associates, Inc.