Legal Assistant/Secretary (Trusts & Estates)

About the role

Join our team as a Legal Assistant supporting an attorney specializing in Trusts & Estates. A Legal Assistant provides comprehensive administrative support and assists with case management from initial consultation through final disposition. The ideal candidate is detail-oriented, organized, self-motivated, and has excellent written and verbal communication skills, along with exceptional interpersonal skills. The right candidate will be a self-starter who takes initiative, learns quickly, and is able to work independently with minimal supervision.

Responsibilities

• Professional Communication & Client Support
  • Communicating with clients, courts, opposing counsel, and other involved parties
  • Assisting with consultations and client intake
  • Providing general client services and updates
• Administrative & Calendar Management
  • Coordinating schedules among meeting participants
  • Managing attorney calendars and providing reminders for deadlines and court dates
  • Keeping the attorney organized, prepared, and on time for meetings, hearings, and appearances
• Case Management & File Maintenance
  • Maintaining organized electronic and hard-copy case files
  • Tracking case status, deadlines, and tasks in case management software
  • Assisting with basic computer tasks and navigation of legal software/systems
• Document Preparation & Legal Support
  • Preparing, drafting, filing, and serving legal documents
  • Typing, transcribing, and formatting handwritten or dictated notes, letters, time entries, cover letters, and other documents
  • Organizing documents and preparing attorneys for depositions, trials, mediations, and court appearances
• Billing & Administrative Tasks
  • Tracking and entering billable hours
  • Assisting with billing and invoicing
  • Completing other ad-hoc duties as assigned

Qualifications

• Strong proficiency in Microsoft Word, Outlook, Excel, and Adobe Acrobat
• Comfortable learning new technology platforms
• Exceptional drafting, attention to detail, and proofreading skills
• Ability to type a minimum of 50 words per minute (60+ wpm preferred)
• At least two years of experience in an office setting providing high-level administrative support in a role such as administrative assistant, executive assistant, legal assistant, or similar
• Minimum completion of a two-year college degree program or legal studies certificate program

Skills

• Manages multiple priorities with ease across a full caseload
• Tech-savvy with a passion for learning new systems and tools
• Takes pride in accurate, error-free work
• Brings a positive, can-do attitude to the team
• Self-motivated with a genuine interest in continuous learning
• Team player who enjoys pitching in whenever asked and being a reliable source of support for the team
• Reliable and consistent, both in attendance and in delivering quality work

Pay

Compensation Range: $45,000 - $60,000 per year commensurate with experience and qualifications.