Legal Practice Assistant - Family Wealth

Responsibilities:

• Assist Family Wealth Planning members with the organization and maintenance of documents for estate planning, tax, probate and trust administration work.
• Maintain case files.
• Create and index client binders and internal files.
• Locate specific documents and prepare documents and files for storage and return to clients.
• Input/retrieve data on the system.
• Copy, scan and fax documents.
• Ensure all necessary documents are timely and properly completed, executed, received, delivered and distributed.
• Update Personal and Family Information ("PFI") sheets.
• Prepare and submit check requests to Accounting Department.
• Create e-binders for clients and for internal files.
• Conduct legal research.
• Serve as the primary point of contact between the attorneys and clients. Screen and prioritize incoming communication, emails, and phone calls.
• Coordinate and manage attorney schedules, travel arrangements, and activities, including all logistics and calendar management and preparation for appointments and necessary follow ups.
• Organize and coordinate meetings and conferences. Prepare meeting materials, agendas and setting up conference room and zoom meetings.
• Compose and draft documents; perform editing and fact checking; analyze and review material and extract pertinent information. Create, maintain, modify, and/or ensure accuracy of content. Process and distribute documents effectively.
• Prepare presentations, summaries, and other deliverables for clients and potential clients.
• Respond independently to general inquiries when appropriate, and make swift and accurate judgments in forwarding or responding to inquiries and requests.
• Process incoming mail, enter attorney time on system, and prepare expense reports.
• Assume responsibility for marketing and other special projects.
• Provide administrative and overflow support.

Requirements

• 3+ years of relevant experience
• High School diploma or equivalent required. College degree preferred.
• Prior law office experience required