Legal Practice Assistant - Trust and Estates/Transactional

• Providing administrative support to the co-chairs of the firm’s Trusts and Estates practice and, as necessary, other attorneys in the firm’s transactional practice;
• Drafting and proofreading correspondence and legal documents (MS Word);
• Communicating with firm clients and their advisors (e.g., financial advisors, accountants, etc.) and attending client meetings to witness / notarize legal documents;
• Maintaining and tracking schedules and calendars for attorneys;
• Managing client billing by preparing, revising, finalizing, and sending invoices;
• Preparing and submitting expense reports (Chrome River);
• Reviewing conflict checks and preparing new client / new matter forms;
• Arranging logistics for travel, meetings, events, and conference calls;
• Scheduling and organizing events (e.g., meetings, business luncheons, and client dinners);
• Managing, organizing, and maintaining documents in paper and electronic filing systems;
• Preparing closing and estate planning notebooks and sending the same to clients and their advisors (e.g., financial advisors, accounts, etc.); and
• Maintaining strict confidentiality of client matters through demonstrated diplomacy and discretion.

• Above-average typing speed with a strong emphasis on accuracy;
• Associate’s degree (equivalent related experience will be considered);
• Ability to draft formal correspondence and provide miscellaneous document support with intermediate or higher MS Word expertise;
• Ability to edit and organize documents in .pdf format (advanced proficiency using Adobe Acrobat Pro preferred);
• Experience with electronic and paper file maintenance and organization (experience using iManage preferred but not required);
• Willingness to take direction from others, and ability to work independently on assignments with demonstrated judgment in when to seek assistance;
• Ability to effectively present information and respond to questions from individuals or groups of managers, clients, and timekeepers in a professional and timely manner;
• Able to work assigned schedule with flexibility for overtime as required to meet business needs;
• Solid time management skills;
• Strong organizational skills, including the ability to work with large data sets and reports;
• Demonstrated ability to comprehend details and work at a fast pace with a high degree of accuracy;
• Diplomacy and calmness under pressure or changing priorities; and
• Professional demeanor and experience communicating through different channels and with different personalities/audiences.
• Some duties may require in-office presence.