Estate Planning Legal Assistant

Description

Do you correct grammar and punctuation without meaning to? Do you naturally make people feel welcome when they are around you? Are you organized, proactive, and ready to make a real difference? If so, we'd love to have you on our team! You'll be a key player in supporting our Estate Planning attorneys and paralegals, helping with everything from managing schedules and maintaining client files to assisting with document prep and client contact. Your excellent communication skills and ability to adapt in a fast-paced firm will keep things running smoothly and make a positive impact on clients' experiences.

Responsibilities

• The Legal Assistant will be responsible for data management as a primary duty.
• The Legal Assistant's key responsibility is managing scheduling, which includes arranging client meetings and handling phone calls.
• Serving as the main point of contact for clients is an essential role that the Legal Assistant will undertake.
• Proofreading and formatting various legal documents.
• Greeting clients and facilitating in-office meetings with attorneys.
• The Legal Assistant should be ready to take on any additional duties as required.

Qualifications

• The ideal candidate should possess a strong understanding of legal terminology.
• Experience as a Notary Public is preferred for this position.
• Previous work experience in an estate planning and estate administration firm would be advantageous.
• Familiarity with Clio software is desirable.
• A minimum of 3 years of experience as a legal secretary in a law firm is required.
• Proficiency in various technologies such as Word, case management systems, document management tools, legal research platforms, and e-filing is essential.