Lead Legal Assistant - Estate Planning

Employment type Full-time employee Department Staff Work location Seattle, WA Compensation $33 – $40 per hour Final compensation will depend on the location and level at which the candidate is hired About this job Everbridge Law Group PC | Seattle, WA | Full-Time | Hybrid* *Note that this role is primarily based in-office in Seattle, WA with the flexibility to work one day per week from home. Relocation assistance offered? No Everbridge Law Group PC is a boutique estate planning firm with offices in Seattle and Bellevue, Washington, serving clients regionally, nationally, and internationally. We are dedicated to delivering sophisticated, personalized estate planning services. As an intentionally small, close-knit team, we value collaboration, mutual respect, and professional development. We seek detail-oriented professionals who are committed to excellence and who enjoy supporting and learning from their colleagues. What You Will Do Attorney and practice support Manage attorney calendars and workload lists: track daily tasks and deadlines, follow up on pending client work, and compile materials for attorneys to review before meetings. Prepare, proofread, and format legal documents and correspondence. Assist with court and agency filings as required. Maintain meticulously organized physical and electronic client files in accordance with firm protocols. Open new client and matter records in our practice management software and coordinate transfer and engagement letters. Prioritize daily and long-term tasks in line with firm goals and attorney needs. Client service Communicate directly with clients about scheduling, draft and executed documents, and administrative questions, with a high level of professionalism and confidentiality. Coordinate document signings, including attending client meetings and serving as a witness and/or notary. Support the intake and onboarding of new clients: gather preliminary information and documents in support of our conflict check process. Coordinate with financial advisors, accountants, and other professionals in clients' advisory networks. Send original documents and correspondence by email, certified mail, courier, or overnight service, and track originals returned to clients. Timekeeping and billing Record time entries as instructed by attorneys. Review and send approved invoices, follow up on overdue invoices, and resolve client billing questions. Leadership and process improvement Assign tasks to Practice Assistants and Clerks and supervise their completion. Mentor and train new and junior staff. Take an active part in our weekly staff meeting: share best practices, suggest ways to streamline workflows, and help modernize how the firm works. Foster a culture of excellence and open communication among support staff. What You Bring Required Exceptional attention to detail. Sound judgment and extreme discretion with respect to confidential and sensitive information. A proactive approach: you anticipate needs rather than wait to be asked. Ability to manage competing priorities for multiple attorneys, performing a variety of tasks under time pressure and often changing assignments on short notice. Demonstrated ability to mentor, train, and delegate to other support staff. Strong oral and written communication and interpersonal skills, including the ability to stay focused and professional while working with many different team members. Experience with the Microsoft Office suite, especially Outlook, Word, and Excel, and the ability to learn new software applications quickly. Preferred Law firm experience as a legal assistant, paralegal, or in a comparable role; experience in estate planning, trusts and estates, or probate is an advantage. Bachelor's degree or equivalent work experience. Washington notary public commission, or willingness to obtain one. Schedule, Pay, and Benefits Schedule and location 37.5 hours per week, Monday through Friday, 8:30 AM to 5:00 PM, on-site in our Seattle office (920 5th Avenue, Suite 1510, Seattle, WA 98104), four days per week, with one work-from-home day each week. This is a full-time, non-exempt position that requires regular and predictable attendance. Overtime may be required during periods of high demand and is paid at 1.5 times your regular hourly rate for hours worked over 40 in a week. Base Pay Hourly compensation of $33.00 to $40.00 per hour, depending on experience (approximately $64,350 to $78,000 annually, based on a 37.5-hour week). Benefits and other compensation We’re proud to offer an extremely competitive and generous benefits package for all employees. The firm pays 90% of employee-only medical premiums and 100% of employee-only dental and vision premiums, and also contributes toward spouse and dependent coverage. Medical insurance: choice of UnitedHealthcare and Kaiser Permanente plans Dental and vision insurance: Aetna and MetLife plans Retirement: 401(k) with a 3% non-elective employer contribution, paid whether or not you contribute Paid time off: up to 26 days per year, rising to 31 days per year after 3 years. This is a combination of our vacation policy where you can accrue up to 15 days per year, rising to 20 days per year after 3 years, and 11 paid company holidays per year. Up to 10 days of unused vacation may be carried over each year Flexibility: work from home one day per week Bonus eligibility: discretionary annual bonus based on performance in the role Life and disability insurance: group term life, short-term disability, and long-term disability Tax-advantaged accounts: HSA, health FSA, dependent care FSA, and commuter benefits Care and wellness: primary care and virtual care access, online mental health therapy, and care navigation Paid sick leave: at least one hour earned for every 40 hours worked, as required by Washington law Equal Employment Opportunity (EEO) statement Everbridge Law Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, disability, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. #J-18808-Ljbffr Everbridge Law Group PC