Legal Assistant

About the Job

Talis Group's company client, a Lexington, KY law firm is hiring a Legal Assistant to support their business, finance, trust and estate practice group. This is a full time position Monday through Friday 8:30am-5pm. This position will support two partners and one associate. Full benefits package available including paid parking, health insurance, and more. Discretionary bonus available.

Highlighted Duties:

• Maintain calendars and closing schedules.
• Coordinate due diligence; collecting files, tracking deadlines, and organizing reports. Prepare & draft legal documents specific to the service group.
• Maintain accurate indexing, filing, and organization of legal documents in both physical and electronic formats
• Assist attorneys with monthly billing, invoicing, expense reports and reimbursements each month.
• Prepare and file UCC financing statements, entity formation, governance documents, and Secretary of State filings as needed
• Obtain asset and personal information necessary for estate and trust administration.
• Assist with the transfer of assets to beneficiaries in accordance with testamentary documents and applicable court orders.
• Maintain financial records and account activities of estates and trusts.
• Assist in drafting basic documents including wills, power of attorneys, living will directives and HIPAA authorizations.
• Coordinate meetings/activities, receipt and transmittal of correspondence with clients, co-fiduciaries, attorneys, and other intermediaries.

Highlighted Requirements:

• Bachelor's degree preferred. Associate degree in business administration, paralegal studies, accounting, finance, or related field considered.
• 3+ years of experience supporting business, estate planning, trust services, finance, corporate, or commercial transactions in a law firm or similar environment.
• Ability to maintain confidentiality.
• Strong organizational, analytical, communication, and client service skills.
• Advanced proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and AdobeAcrobat.
• Experience with i-Manage, SharePoint, OneDrive, LexisNexis, Westlaw, and trust/estate accounting or tax preparation software preferred.

This information is a brief job summary for recruiting purposes only and does not constitute the entire job description, duties, or requirements.

Talis Group is an equal opportunity employer and a third party recruiting firm specializing in the legal positions and the legal community. All registrants are considered based upon their skills, performance, potential, and other qualifications, without regard to race, color, religion, sex, national origin, age, disability, pregnancy, genetic information, or any other characteristic protected by applicable law.