5.14.24

Legal Assistant - Trusts & Estates

We are seeking an experienced legal assistant to join our Trusts & Estates Group. The legal assistant will perform a wide variety of tasks which includes providing a high level of customer service and support, while consistently producing an excellent work product. The Legal Assistant maintains general knowledge of the Litigation's practice groups and a specialized knowledge of the assigned attorneys’ practice area(s) and clients in order to ensure extraordinary client satisfaction.

Essential Duties:

  • Manage the day-to-day schedules of the attorneys.   The ability to be proactive and think ahead are key.
  • Assist attorneys with preparation of legal documents.  Create, edit, and proofread work product to ensure accuracy.
  • Maintain calendars including appointments, meetings, travel and trip plans.
  • Prepare and maintain spreadsheets and databases for legal files.
  • Processing reimbursements, expense reports and check requests.
  • Effectively manage projects by meeting deadlines and conducting follow-up as needed.
  • Inputs, reviews, edits, and closes timekeepers' time entries through the firm's web-based time entry program using firm standards.
  • Handles monthly client billing. Reviews billing prebills for accuracy and completeness. Performs client, matter and timekeeper inquiries, and narrative edits.
  • Opens new matters and generate client conflict checks. Sets up and maintains timekeeper's work files, including daily and regular filing. Indexes and prepares files for off-site storage.
  • Assumes responsibility for maintaining the highest level of confidentiality of all Firm and client information, records, and files, both within and outside of the Firm.

Qualifications:

  • Minimum three years Trust & Estates experience preferred; OR three years’ experience as an Executive Assistant/Secretary in a professional environment.
  • Working knowledge of Microsoft Word, Excel, Outlook and PowerPoint.
  • Experience with a document management system and time entry system a plus.
  • Excellent grammar, spelling, punctuation, and communication skills (both written and verbal).
  • Attention to detail and good organizational and analytical skills.
  • Flexible attitude and the ability to deal well with changing assignments and priorities.
  • Flexible for overtime.
  • Ability to multi-task.
  • Professional appearance and demeanor.
  • Client-oriented focus.
  • Billing experience (including electronic billing) preferred.
  • BA/BS preferred, but not required.

Click here to apply for this position. 

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