Legal Administrative Assistant
Offit Kurman
Offit Kurman, an Am Law 200 firm, is seeking a highly organized and client-focused Legal Administrative Assistant to support its Trusts & Estates practice. This role is ideal for an experienced legal administrative professional who thrives in a fast-paced environment, enjoys building strong client relationships, and excels at managing competing priorities.
While experience in Trusts & Estates is a plus, it is not required. We are primarily seeking candidates with exceptional calendar management, communication, and organizational skills, along with the ability to keep multiple matters moving efficiently from start to finish.
- Provide administrative support to attorneys by managing complex calendars, scheduling client meetings, court appearances, conference calls, and internal meetings.
- Serve as the primary point of contact for clients, ensuring professional, timely, and responsive communication throughout the lifecycle of each matter.
- Coordinate communications with clients, probate courts, government agencies, and third parties, including the IRS.
- Prepare, proofread, format, and finalize legal documents, correspondence, and client materials under attorney supervision.
- Assemble and prepare estate planning document packages for client execution.
- Coordinate document signings, including scheduling, preparing execution copies, and ensuring all required documentation is completed accurately.
- Prepare, organize, and submit filings to probate courts, government agencies, and the IRS while ensuring compliance with applicable requirements.
- Track deadlines, monitor case progress, and proactively follow up to ensure all matters move forward efficiently.
- Open new client matters, maintain organized electronic and physical files, and manage document retention throughout each matter.
- Assist with legal research, court filings, and administrative case management as needed.
- Process expense reports, reimbursements, attorney time entry, and other administrative tasks.
- Provide general administrative support and collaborate with attorneys and team members to ensure exceptional client service.
- 3+ years of legal administrative experience within a law firm or professional services environment.
- Strong calendar management and scheduling experience supporting multiple priorities simultaneously.
- Excellent written and verbal communication skills with a professional, client-service-oriented approach.
- Proven ability to build positive relationships with clients, attorneys, courts, and outside agencies.
- Exceptional organizational skills with the ability to prioritize competing deadlines in a fast-paced environment.
- Strong attention to detail with experience preparing, proofreading, and formatting legal documents.
- Ability to anticipate attorney and client needs while working independently and proactively.
- Proficiency with Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint), document management systems, and attorney time entry software.
- Bachelor's degree or equivalent professional experience preferred.
- Prior Trusts & Estates experience is welcome but not required.
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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