Legal Administrative Assistant - Corporate and Trusts & Estates

Description

The Legal Administrative Assistant (LAA) provides administrative and practice support to attorneys in the Corporate and Trusts & Estates practice areas. This position is responsible for preparing and managing legal documents, coordinating client matters, maintaining attorney calendars, supporting billing and time-entry processes, and communicating professionally with clients and other business professionals. The LAA exercises sound judgment, maintains strict confidentiality, and uses technology and firm resources to provide efficient, accurate, and responsive support in a fast-paced professional environment.

Essential Duties and Responsibilities

Create, edit, revise, proofread, and format legal documents, correspondence, and other materials.

Assist with the preparation, organization, filing, and management of estate planning, probate, trust administration, business formation, corporate governance, and transactional documents.

Open, maintain, organize, and close client and matter files in accordance with firm procedures.

Produce accurate, high-quality work product in a timely manner while managing multiple assignments and competing priorities.

Maintain attorneys' calendars; coordinate meetings, conference calls, appointments, and travel arrangements.

Ensure timely and accurate entry of attorney time.

Prepare, review, and distribute client bills and assist with billing-related inquiries.

Communicate professionally with clients, fiduciaries, financial advisors, accountants, courts, vendors, and other third parties on behalf of attorneys.

Assist with matter intake, engagement documentation, conflict-related processes, and other administrative requirements.

Leverage available technology and firm resources to perform work efficiently and effectively.

Maintain confidentiality of client, firm, and personnel information.

Collaborate effectively with attorneys, paralegals, LAAs, and other business professionals to meet client needs and deadlines.

Assist other attorneys and team members as needed and perform additional duties as assigned.

Maintain regular, reliable, and predictable in-office attendance.

Requirements

Bachelor’s degree (B.A. or B.S.) or equivalent combination of education and relevant experience.

Experience as a legal secretary, legal administrative assistant, or administrative professional in a law firm or other professional services environment.

Experience supporting attorneys in Corporate and/or Trusts & Estates practices preferred.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and legal software applications.

Ability and willingness to learn new technology, software platforms, and work processes.

Strong organizational, time-management, and prioritization skills with the ability to manage multiple assignments simultaneously.

Excellent typing, proofreading, and document-production skills with a high degree of accuracy and attention to detail.

Exceptional written and verbal communication skills and a professional client-service orientation.

Ability to maintain confidentiality and exercise discretion when handling sensitive information.

Ability to interact professionally with clients, fiduciaries, financial institutions, accountants, and other external business professionals.

Ability to work independently while contributing effectively as part of a team.

Work Environment

This is a full-time position operating in a professional law firm environment. Regular interaction with attorneys, clients, visitors, and firm personnel is required. The role requires a high level of professionalism, responsiveness, discretion, and customer service. The position regularly involves managing multiple priorities and deadlines in a fast-paced practice environment.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The hiring department will conduct interviews of qualified individuals prior to requesting a criminal background check, and no job application submitted prior to such interview shall inquire into an applicant's criminal history. If this position is subject to a background check for any convictions related to its responsibilities and requirements, employment will be contingent upon successful completion of a background investigation including criminal history. Criminal history will not automatically disqualify a candidate.