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

About the role

The Client Service Specialist (CSS) plays a crucial role within the Client Services Team (CST). They provide legal administrative support to attorneys, ensuring seamless transfer of information and managing client-specific data. The CSS collaborates with attorneys, paralegals, and clients to deliver high-quality service.

Responsibilities

• Answer and screen calls, providing client assistance and transferring calls to the appropriate parties.
• Work closely with attorneys and clients to ensure efficient information flow.
• Manage attorney calendars, coordinate meetings, and travel arrangements.
• Create, edit, format, and proofread legal documents, memoranda, and correspondence.
• Assist attorneys with drafting and formatting documents, and provide support during PTOs and back-up coverage.
• Transmit legal documents and correspondence electronically, via fax, email, and mail.
• Process new business requests, including opening matters, preparing and reviewing conflicts submissions, and closing cases.
• Manage client case files using appropriate recordkeeping software, and maintain accurate calendars for critical deadlines.
• Collaborate with Legal Team Assistants and other resources to complete projects and tasks.
• Maintain confidentiality and provide outstanding customer service to internal and external clients.

Requirements

• Associate’s Degree preferred; Bachelor’s Degree a plus.
• Minimum of 5 - 8 years related experience at a law firm or legal/corporate department.
• Highly proficient in legal terminology and experience working in relevant practice areas.
• Intermediate-level working knowledge of MS Office Suite including Outlook, Word, Excel, and PowerPoint.
• Keyboarding skills of 60 wpm or higher.
• Sedentary Work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Sitting most of the time, walking and standing may be necessary.

Qualifications

• Ability to gather and summarize data for reports, solve administrative problems, and prioritize work.
• Excellent verbal and written communication skills.
• High level of inter-personal skills to handle sensitive and confidential situations.
• Professional demeanor and appearance, including poise, tact, and diplomacy.
• Confidentiality and outstanding customer service to internal and external clients/contacts.
• Ability to work independently and manage multiple priorities simultaneously in a fast-paced, deadline-driven environment.

Skills

• Intermediate-level working knowledge of MS Office Suite including Outlook, Word, Excel, and PowerPoint.
• High level of proficiency using a variety of office equipment including personal computer, telephone, transcription equipment, printer, and copier.

Benefits

The firm offers competitive compensation and benefits, including:

• Reasonable estimate of the current range for this position is: State of Minnesota: $28.85 - $39.90 per hour.
• For more information on Fox Rothschild's compensation and benefits, visit: Compensation & Benefits.