“If your dream only includes you, it's too small.”
— Ava DuVernay.
Legal Assistant
Description
Overview: Our client, a Trusts and Estates law practice, is seeking a Legal Assistant with experience in Trusts and Estates matters. This position offers an exciting opportunity to contribute to a growing practice. The ideal candidate will have strong organizational skills and the ability to manage multiple tasks while providing exceptional support to one attorney.
Key Responsibilities:
- Assist with drafting, formatting, and filing estate planning documents and legal pleadings.
- Manage and maintain physical and electronic client files, ensuring accuracy and organization.
- Assist with Estate and Trust funding, including the transfer of assets.
- Communicate effectively with clients, attorneys, and other professionals involved in the process.
- Schedule meetings, answer phone calls, and provide general administrative support.
- Enter attorney time into the billing system and assist with billing processes.
Desired Skills and Experience:
- 3+ years of legal assistant or legal secretary experience, specifically within Trusts and Estates.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent organizational, communication, and interpersonal skills.
- Ability to work well in a team-oriented environment.
- Experience with Trusts and Estates law is required.
Preferred Qualifications:
- Bilingual (Spanish) is a plus.
- Notary Public certification is a plus.
- Paralegal certificate is a plus.
Benefits:
- Competitive salary based on experience.
- Paid time off.
- 401k.
- Health Benefits
