Jobs · Legal · Ohio

Legal Assistant - Private Client (Cincinnati)

Taft Infrastructure Advisors · Cincinnati, OH · 3 mo 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

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