Administrative Assistant

About Our Practice

We are an established estate planning and trust administration law practice dedicated to guiding families and individuals through life’s important transitions. We take pride in delivering highly personalized, detail-oriented legal services with compassion and efficiency.

We are looking for a reliable, highly organized, and client-focused Part-Time Legal Assistant to join our team. This position offers flexible hours and a collaborative, low-stress professional environment.

Key Responsibilities

• Client Engagement & Onboarding: Serve as a primary point of contact for clients, greeting visitors, answering incoming calls, managing client inquiries, and coordinating initial intake forms.
• Signing & Notary Coordination: Organize execution binders, coordinate doc-signing meetings, serve as a witness, and assist with document notarization (or prepare for signing sessions). Notary is not required but preferred.
• Calendar & Workflow Management: Manage attorney calendars, schedule client consultations and signing appointments, and track pending client files to meet deadlines.
• File & Asset Administration: Organize physical and electronic client files, assist with basic deed tracking/recording, and support trust funding tasks as needed.
• Billing & Administrative Support: Assist with basic invoicing, payment processing, and maintaining client management software (e.g., Clio).

Qualifications & Preferred Skills

• Experience: Prior administrative or legal assistant experience preferred (experience in estate planning, probate, trust administration, or real estate is a strong plus).
• Technical Skills: Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and cloud-based practice management platforms (e.g., Clio, Wealth Counsel, or similar software).
• Attention to Detail: Meticulous proofreading and document preparation capabilities.
• Communication: Exceptional verbal and written communication skills with a polished, professional demeanor.
• Discretion: High commitment to client confidentiality, professional ethics, and handling sensitive family/financial information.

Why Join Us?

• Flexibility: Work-life balance with predictable part-time hours tailored to your schedule.
• Professional Environment: Direct interaction with clients and hands-on exposure to estate planning and trust law.
• Growth & Stability: Collaborative team structure with long-term stability.

How to Apply

Please submit your resume and a brief cover letter outlining your relevant administrative experience and availability to [email protected] with the subject line "Legal Assistant Application – [Your Name]".

Pay: $28.00 - $32.00 per hour

Expected hours: 25.0 per week

Work Location: In person