Legal Assistant

Pender & Coward, P.C. is looking for a Legal Assistant to assist with estate planning and administration, and corporate transactional work, full-time at our office in Virginia Beach, Virginia. This position is in the office; remote work is not available. The position requires working from 8:30am until 5:30 pm Monday – Friday.

Responsibilities

• Open, organize, maintain, scan and close paper and electronic client files.

• Process ingoing and outgoing mail daily.

• Prepare for signing and bind estate documents for clients.

• Assemble copies of tax returns which are paper filed.

• Draft simple legal documents, according to specifications.

• Enter data to spreadsheets of client assets and track retitling.

• Prepare routine correspondence, tax and accounting documents, reports and letters.

• Download and save electronic copies of numerous brokerage statements monthly.

• Download and save Schedules K-1, mainly during March, April and September, but some throughout the year.

• Renew LLC and corporate registrations, online, for approximately 100 companies a year.

• Assemble tax returns for filing for those which are to be paper filed.

• Assemble tax returns, which have been electronically filed, with backup and filing verification to be saved electronically.

• Maintain attorneys’ calendars; schedule and follow up on all appointments (i.e., clients, case work, and potential clients).

• Support attorneys.

• Handle confidential information with discretion

• Edit and attend to issuance of bills.

• Perform a variety of other tasks as assigned.

Requirements

• Expert level verbal and written communication skills. Strong mathematical skills a plus!

• Meticulous attention to detail and proofreading skills.

• Strong internet skills to navigate websites and download statements monthly.

• Exceptional organizational skills with the ability to multitask and meet tight deadlines.

• Strong understanding of legal terminology or ability to learn.

• Able to establish and maintain effective working relationships with clients, co-workers and other professionals.

Education and Experience

• High school diploma or equivalent.

• Prior experience supporting attorneys preferred.

• Microsoft Word proficiency. Basic Excel skills a plus. Ability to learn computer programs, such as document management software is required.

Benefits

• Complete benefit package including 401(k)

• Paid time off

• Compensation is negotiable depending on experience