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Law Firm
Legal Staff
Trusts and Estates
3-5 yrs required
Estate Planning Legal Executive Assistant Responsibilities: Lead the management and administration of a large volume of time-sensitive communications. Maintain attorney business development contact lists through the firm’s CRM. Consistently and professionally communicate through internal and external calls and emails, building relationships with clients. Perform administrative tasks independently. Prepare, edit, and finalize, correspondence, legal documents, transcription, memos and other materials. Proofread all materials for typographical errors, office style conformity, accuracy and inclusion of required information and enclosures. Schedule and manage internal and external meetings and calendars, including working with the receptionist team to reserve meeting rooms and ensure meeting needs, such as refreshments and meals, are available as needed. Assist with continuous client outreach, contact, relationship building and marketing activities. Facilitate incoming and outgoing mail. Manage attorney expenses and check requests. Timely filing and maintenance of paper and electronic documents and records. Assist in preparing, reviewing and finalizing client invoices. Coordinate travel arrangements . Monitor and report timekeepers’ CLE credits. Act as back-up for other Legal Executive Assistants as needed. Manage attorney board and other pro bono work. Perform all other duties as assigned.
Qualification and Experience
Qualifications: Strong ability to manage a wide variety of work streams simultaneously with accuracy and speed. Demonstrate a positive attitude, high energy and a strong passion for your work. Be a flexible team player by cooperating and collaborating with others to achieve timekeeper and firm goals and objectives, including outside of your assigned timekeepers. Demonstrate the highest level of integrity, professionalism and confidentiality consistent with firm mission, values and policies. Exhibit a strong work ethic and a willingness to exert more than the minimum effort. Engage with clients in a professional, clear, concise, positive and timely manner. Apply critical thinking and sound judgment in order to set priorities, meet deadlines, make decisions and independently resolve complex problems. Consistently seek opportunities to advance technical and personal skills. Proactively support internal customers and external clients utilizing the most current technology available. Demonstrate initiative and resourcefulness to obtain information needed to perform duties with minimal supervision. Communicate with team to gather critical information needed for various duties. Perform research as requested.\ Perform duties as assigned, such as assisting timekeepers with personal matters (schedule meetings, travel arrangements and manage calendars). Bachelor’s degree or equivalent experience. Excellent organization, time-management and prioritization skills. Proficiency in Microsoft Office Suite, SharePoint, FileSite, Adobe Pro. Must have good organization skills. Must have 3-5 years of Estate and Trusts experience. Paralegal Certificate and/or paralegal work a plus, but not required.
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