Legal Assistant

Are you a detail-oriented professional eager to make a significant impact in the legal field?

Do you excel in dynamic environments where your organizational skills support a high-achieving team?

Are you passionate about legal processes and ready to advance your expertise in estate planning?

Can you see yourself as a crucial link in a client-focused practice dedicated to empowering individuals?

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

• →Administrative Support: Provide comprehensive support for the firm’s trusts, estates, and probate practice, ensuring smooth operational workflows.
• →Data Management: Handle data entry tasks related to client asset information, utilizing cloud-based templates and platforms.
• →Document Preparation: Prepare and complete forms for financial institutions and estate documents, maintaining accuracy and timeliness.
• →Client Information Gathering: Follow up with clients to collect any missing information or documentation, ensuring file completeness.
• →Process Improvement: Adhere to existing procedures and contribute suggestions to improve firm operations, leading to enhanced client services.
• →Collaboration: Work closely with Lisa and the legal team to redistribute responsibilities, optimizing efficiency and productivity.

• Administrative Experience: Prior experience in a legal or administrative role preferred, particularly within trusts/estates.
• Attention to Detail: High level of accuracy and thoroughness in handling documents and data entry tasks.
• Communication Skills: Excellent written and verbal communication skills, suitable for client interactions and team collaboration.
• Client Communication (Selective): May include limited client follow-up calls (missing info / probate follow-ups). Communication must be polished and professional so clients feel they are speaking with a seamless extension of the office team.
• Tech Proficiency: Familiarity with Microsoft Office 365 and Microsoft Teams; comfortable learning new cloud-based platforms.
• Proactive Approach: Ability to ask questions and seek clarification when tasks are not clear; strong problem-solving skills.
• Schedule: Target overlap is 11:00 AM–7:00 PM Eastern Time, with flexibility depending on workload and whether client follow-ups are required.

• Professional Growth: Join a firm that invests in your professional development through structured onboarding and training opportunities.
• Impactful Work: Contribute to meaningful legal processes that significantly affect clients during life-changing events.
• Collaborative Environment: Work directly with firm leaders, experiencing the benefits of teamwork and open communication.
• Dynamic Culture: Be part of a laid-back yet professional culture that values proactive communication and efficiency.