Legal Coordinator

Key Responsibilities

• Member and Matter Coordination
• Open, organize, and maintain member legal files in accordance with firm procedures and confidentiality standards.
• Track key dates, deadlines, and milestones across active matters, flagging items that need attorney or advisor attention.
• Serve as a point of contact for members regarding document status, appointment scheduling, and general inquiries.
• Prepare, proofread, and format legal documents, correspondence, and estate planning packages for attorney review.
• Scheduling and Calendar Management
• Coordinate attorney and advisor calendars, including member appointments, signings, and internal meetings.
• Schedule and confirm document signings, notarizations, and witness appointments.
• Manage conference room bookings and logistics for in-person and virtual member meetings.
• Document and Records Management
• Maintain accurate, organized digital and physical filing systems for legal documents and member records.
• Process incoming and outgoing mail, filings, and document requests in a timely manner.
• Assist with data entry and updates in the firm's legal practice management and case tracking systems.
• Team and Process Support
• Partner with the Law Office Operations Lead to identify and improve administrative workflows.
• Support billing and invoicing preparation by compiling time entries, expenses, and supporting documentation.
• Aid in onboarding new members into the legal service line, including intake paperwork and file setup.
• Provide general administrative support to attorneys and advisors as needed.

Qualifications

• Associate's degree or equivalent experience required; paralegal certificate or related coursework a plus.
• One plus years of experience in a legal, financial services, or professional office setting preferred.
• Strong organizational skills with the ability to manage multiple deadlines and priorities simultaneously.
• Excellent written and verbal communication skills with a member-focused mindset.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with legal practice management software.
• A high level of discretion and professionalism when handling sensitive and confidential information.
• A strong attention to detail and follow-through on tasks from start to finish.
• The ability to work both independently and collaboratively within a fast-paced legal team.