Trusts & Estates Legal Assistant – Valley Forge

The Legal Assistant plays a vital role as an administrative team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients.

The Legal Assistant is multi-dimensional position drawing upon a variety of skills and competencies, best suited for an organized, self-starter who enjoys assuming responsibility and learning new things.

Primary Responsibilities (responsibilities include but not limited to)

• Support attorneys and paralegals in the Trusts & Estates Practice Group.
• Communicate with clients as directed by attorneys in a respectful and professional manner.
• Assist clients with the execution of estate planning documents.
• Provide support for estate projects from inception to completion.
• Submit Conflict Checks, open new client matters and create New Business Memos as directed by attorneys.
• Work with various court systems processing paperwork and e-filings, running docket reports, and maintaining docket search charts.
• Partner with the firm’s Finance Department to produce monthly attorney billing; process and submit check requests and complete attorney expense reports.
• Draft legal documents, prepare letters, correspondence, reports, and presentations as needed; proofread and ensure accuracy of all materials.
• Make redactions, conduct bates numbering, and compile document productions.
• Coordinate attorney calendars, set-up meetings, conference calls, and make travel arrangements.
• Manage all incoming and outgoing U.S., certified and Fed-Ex mail per attorney request.
• Welcome clients and greet visitors with a helpful, positive, and professional attitude.
• Answer direct-line phone calls in a professional manner and route as necessary.
• Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

Skills & Competencies

• Previous experience in Trusts & Estates Legal Department experience required.
• Strong familiarity with estate planning, probate, and trust administration documents.
• Ability to communicate professionally and interact effectively with all levels of personnel.
• Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner and under minimal supervision.
• Flexibility and ability to respond quickly and positively to shifting demands.
• Ability to work under pressure to meet strict deadlines.

Qualifications

• Bachelor’s degree or equivalent training/work experience required.
• Minimum of three years of legal administrative Trusts & Estates support experience within a legal department or law firm or an equivalent combination of education and experience.
• Proficiency in Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook
• Exceptional computer skills with the ability to learn new software applications quickly.