Legal Assistant

Overview

Seeking a highly organized, professional, and client-focused Legal Assistant to support the Managing Partner and assist with the daily operations of our estate planning practice. The primary responsibilities of this position include managing the Managing Partner’s calendar, scheduling appointments, answering and directing telephone calls, coordinating appointments, and preparing materials for client meetings.

The ideal candidate is detail-oriented, discreet, dependable, and comfortable interacting with clients and other professionals in a polished legal office environment. Prior experience in a law firm or professional services office required.

Responsibilities

Scheduling and Administrative Support

• Manage and maintain the Managing Partner’s calendar, including consultations, client meetings, telephone calls, and internal appointments.
• Coordinate scheduling with clients, attorneys, financial advisors, accountants, and other professional contacts.
• Confirm appointments and provide clients with meeting details, directions, and preparation instructions.
• Monitor the Managing Partner’s schedule for conflicts, changes, and upcoming deadlines.
• Assist with prioritizing incoming requests and ensuring timely follow-up.

Telephone and Client Communication

• Answer, screen, and route incoming telephone calls in a courteous and professional manner.
• Take accurate messages and promptly communicate them to the appropriate team member.
• Respond to routine client inquiries or direct questions to the appropriate attorney or staff member.
• Greet clients and visitors and provide a welcoming, professional experience.

Client Meeting Preparation

• Prepare conference rooms and materials for client meetings.
• Assemble client files, questionnaires, estate planning documents, checklists, and other meeting materials.
• Confirm that required forms and information have been received before scheduled appointments.
• Coordinate the preparation, printing, copying, scanning, and organization of documents.
• Assist with post-meeting follow-up, including distributing materials, scheduling next steps, and updating internal records.
• Help ensure that the Managing Partner has the necessary documents and background information before each meeting.

Qualifications

• Associate’s or Bachelor’s degree required.
• Prior administrative, legal assistant, receptionist, or client-service experience required.
• Strong organizational and calendar-management skills.
• Excellent verbal and written communication skills.
• Professional, courteous, and confident telephone manner.
• Exceptional attention to detail and ability to manage multiple priorities.
• Ability to handle sensitive and confidential information with discretion.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Ability to work independently while also collaborating effectively with attorneys and staff.

Pay: From $51,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Education:

• Associate (Preferred)

Experience:

• professional office: 1 year (Required)

Work Location: In person