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Job Description
Harrison LLP is a national law firm focused on providing sophisticated legal advice, exceptional client service, and innovative solutions. Our deep bench of wealth planning attorneys team up with attorneys from all areas of expertise to service the full range of clients’ personal and business needs.
Overview
The Trust & Estate Legal Assistant will assist partners, associate attorneys, and paralegals on their client matters. In addition to being organized and able to multitask, this role requires a person with broad problem-solving skills and the ability to adapt and perform a wide variety of responsibilities. The job is in-person for the first six months of employment, then employees in good standing may apply for a hybrid work arrangement.
Duties include, but are not limited to:
- Screen potential new clients and send referrals where appropriate
- Handle new client intake, including drafting engagement letters, performing conflict checks, and assisting clients in the completion and submission of new client questionnaires
- Create client portals and assist clients in accessing their client portal
- Welcome clients and other visitors to our office and remind clients of upcoming meetings
- Prepare and assemble large mailings with multiple enclosures
- Assemble estate planning documents in preparation for client signing meetings and serve as witness or notary
- Scan, save and appropriately store executed client documents
- Prepare binders that organize clients’ signed estate planning documents and beneficiary designations
- Keep organized electronic files of clients’ Wills, trusts, powers of attorney, purchase agreements, promissory notes and other legal documents
- Inventory and maintain clients’ original estate planning documents
- Receive, open, log, scan, and distribute incoming mail
- Schedule client meetings and manage attorney travel arrangements
QUALIFICATIONS
- Excellent organizational skills and attention to detail
- Ability to perform comfortably in a fast-paced, deadline-oriented work environment
- Ability to be flexible, handle pressure and adapt to changing work priorities
- Prior experience in legal administrative support is preferred, not required
- Communicate clearly and concisely in a professional manner
- Ability to work independently with minimal supervision to meet deadlines and productivity standards
- In-depth understanding of the entire Microsoft Office suite
