Legal Assistant - Private Client (Cincinnati)
Taft Infrastructure Advisors · Cincinnati, OH · 4 days ago
LegalFull-time
Duties & Responsibilities
- Proactively supports attorneys and professional team members in trusts and estates
- Prepares and revises documents utilizing software specific to the Private Client practice and to the needs of Private Client attorneys
- Affords assistance to assigned attorneys and paralegals with internal processes and procedures, and generally administers the practice of law
- Communicates professionally and kindly with clients via phone and attends client meetings as requested
- Drafts and e-files various court pleadings and filings
- Schedules and/or calendars multiple meetings, deadlines, etc., and monitors same
- Manages incoming mail to include sorting, circulating, drafting responses, and saving as appropriate
- Assembles, mails, and saves estate-planning documents, including wills, powers of attorney, health care directives, and various types of trusts
- Opens and closes files, assists with billing process, etc.
- Effectively prioritizes work and monitors deadlines and calendars
- Enters, reviews and corrects time charges timely
Requirements
- 2+ years’ experience with related legal work preferred
- Shows strong working knowledge of, and facility with, Microsoft Office programs
- Produces excellent written communications with correct structure and grammar
- Shows ability to adapt quickly to workplace stressors and to manage competing priorities
- Maintains client confidentiality
- Demonstrates sharp, continual attention to detail
- Demonstrates excellent interpersonal skills, professionalism and responsiveness to both clients and co-workers