Legal Practice Assistant

About the role

A trust and estates Legal Practice Assistant supports estate planning and fiduciary litigation attorneys by handling various administrative and legal tasks.

Responsibilities

• Preparation of indexed PDFs
• Tracking of financial information in Excel
• Communicating with court clerks and clients
• Filing probate pleadings and litigation pleadings
• Setting up client meetings
• Calendar management
• Reviewing and preparing invoices for trust and estate clients
• Managing other administrative tasks for supervising attorneys

Requirements

• Ability to respond quickly to changing demands and work independently as part of a team
• Excellent organizational and calendaring skills
• Outstanding interpersonal and communication skills
• Strong document management and attention to detail
• Professional attitude and ability to handle confidential information with discretion
• Advanced proficiency with Microsoft Office Suite applications
• Participation in meetings with clients, attorneys, and advisors regarding estate and trust matters
• Effective communication with clients, family members, trustees, other attorneys, and professionals

Qualifications

• High School Diploma or equivalent
• At least two plus years of experience in a professional services firm; some experience in trusts and estates work, or litigation is a plus

Skills

• Excellent interpersonal and organizational skills
• Advanced proficiency with Microsoft Office Suite applications
• Attention to detail and ability to multitask
• Flexibility and resourcefulness in problem-solving
• Exceptional verbal and written communication skills
• Confidentiality and integrity in handling sensitive information

Benefits

N/A

Pay

N/A

Schedule

N/A