Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant)

As a member of the Client Services Team (CST), the Client Service Specialist provides legal administrative support to a team of attorneys, performing complex assistance using specialized knowledge of assigned practice area(s). The role works collaboratively in a team-oriented environment to deliver the highest level of service to internal and external clients. We are a well-established U.S. tax team with a deep client base, offering varied, interesting, and meaningful work with high standards for work product and client service.

Responsibilities

• Provide superior client service by answering and screening calls courteously and timely, and offering other client assistance as needed.
• Work closely with attorneys, paralegals, and clients to ensure seamless transfer of information.
• Facilitate the management of client-specific data to enhance dedicated interactions.
• Manage workflow of assigned tasks and projects, prioritizing incoming tasks to meet deadlines and coordinating with other support services.
• Manage attorney calendars, assist in meeting deadlines (including tax-related deadlines), coordinate client calls/meetings, and arrange attorney and/or client travel.
• Prepare legal documents, memoranda, and correspondence from draft or dictated text.
• Create, edit, format, and proofread documents, spreadsheets, and presentations with high accuracy and attention to detail.
• Assist multiple attorneys as a primary assignment and provide backup/PTO coverage for other Client Service Specialists on the team.
• Transmit legal documents, memoranda, and correspondence to clients, witnesses, and court officials via electronic filing, fax, email, mail, or messenger.
• Process new business requests by working with the New Business Intake Team to open new matters, prepare and review conflicts submissions, close matters, and maintain client case files using recordkeeping software.
• Calendar all critical deadlines and other actionable dates, ensuring accurate calculations, including tax-related deadlines.
• Work proactively with Legal Team Assistants to accomplish tasks.
• Collaborate with resources, such as the Attorney Resource Center, to complete projects and tasks.
• Adhere to all firm policies, procedures, standards, and guidelines while maintaining confidentiality.
• Perform other related duties as assigned.

Requirements

• Associate’s Degree preferred; Bachelor’s Degree a plus. Applicable work experience may be considered in lieu of a degree.
• Minimum of three (3) years of related experience at a law firm, legal department, or corporate legal environment.
• Ability to gather and summarize data for reports, find solutions to administrative problems, and prioritize work in a fast-paced, high-pressure, deadline-driven environment.
• Excellent verbal and written communication skills, with a high level of interpersonal skills to handle sensitive and confidential situations.
• Highly professional demeanor, including poise, tact, and diplomacy.
• Ability to maintain confidentiality and provide outstanding customer service to internal and external clients.
• Proven proficiency using legal terminology and experience working in related practice area(s).
• Experience with court/administrative agency filings and meeting related deadlines.
• Keyboarding skills of 60 WPM or higher.
• Intermediate-level working knowledge of MS Office Suite (Outlook, Word, Excel, PowerPoint).

Work Environment & Physical Demands

• Operates in a clerical, office setting, routinely using standard office equipment such as computers, telephones, printers, and copiers.
• Consistent in-office attendance is required as an essential function of the role.
• Sedentary work: Exertion of physical strength to lift, carry, push, or pull objects up to 10 pounds.
• Work involves sitting most of the time, with walking and standing necessary for job duties.

Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.