What You'll Do
- Assist attorneys to draft and prepare estate planning documents such as wills, trusts, powers of attorney, and advance directives.
- Organize and maintain client files, with strong attention to detail.
- Schedule and coordinate client appointments, attorney meetings and internal deadlines.
- Communicate with clients, legal professionals, and clients’ other professional advisors via phone, email and mail.
- Track deadlines and follow up on outstanding tasks and documents.
- Provide administrative support such as scanning, copying, mailing, and data entry.
- Occasionally travel to facilitate attorney/client meetings.
Competency Statements
Demonstrates strong attention to detail by carefully reviewing documents, ensuring accuracy, and maintaining organized records.
Provides excellent client service by communicating clearly and professionally, maintaining confidentiality, and building trust with clients.
Manages time effectively by prioritizing tasks/ deadlines, and balancing workload demands.
Contributes to teamwork by collaborating with attorneys, staff, and clients to support smooth case and project flow.
Applies technical proficiency with Microsoft Office and document management systems to complete daily tasks efficiently.
Uses problem-solving skills to identify issues, seek clarification, and propose practical solutions.
Adapts to shifting priorities and unexpected changes while maintaining a positive and professional attitude.
Supervisory Responsibility
This role has no supervisory responsibilities.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Required Minimum Job Qualifications
Education: Associate degree
Skills: Proficient in Microsoft Office (Word, Outlook, Excel), strong organization and attention to detail
Preferred Job Qualifications
- Education: Associate’s degree or Bachelor’s degree
- Experience: 3-5 years in Legal Assistant role performing estate planning work; experience with WealthCounsel
- Skills: Proficient in Microsoft Office (Word, Outlook, Excel), strong organization and attention to detail.
Additional Eligibility Qualifications
Must be able to accomplish all duties with little to no assistance.
Pay
$40,000-$50,000 per year
Position Type and Expected Hours of Work
This is a full-time position with typical working hours Monday through Friday, 8:00 am through 5:00 pm.
Hours and work shifts may change in accordance with business needs.
