Job Description

Legal Assistant- Estates and Trusts

Are you seeking a legal environment that appreciates your contribution and values your experience and insights? Do you like working with smart and friendly people? Come check us out! You'll be on a first-name basis with our lawyers and staff if you take advantage of this great opportunity as a legal assistant at the law firm of Lerch, Early & Brewer. Successful candidates must enjoy a collegial environment, have strong attention to detail, produce quality work product efficiently, and communicate effectively with others.

Essential Responsibilities :

• Produce professional and accurate documents using the firm’s standard data solutions (Office 16; AdobePro, iManage, etc.).
• Edit and proofread documents including written correspondence;
• Coordinate court filings and/or special deliveries with courier service and e-filing;
• File legal documents with the register of wills;
• Initiate and respond to clients, opposing counsel and court staff to schedule appointments, court appearances, conferences, depositions, etc.;
• Maintain paper and electronic client records as required by firm policy;
• Coordinate conflict checks, opening and closing client files with Records Department staff;
• Create and maintain active client and prospective client lists;
• Coordinate with marketing staff to prepare pitch books and presentation materials for prospective clients;
• Collaborate with billing specialists and attorneys to prepare and finalize client invoices; and
• Interact with clients by phone, email, and in person to process requests on behalf of the attorneys.

Desired Skills and Experience :

• Minimum 3 years of legal secretary/legal assistant experience in a law firm or corporate legal environment;
• Minimum of 2 years experience in Estate planning, wills;
• Minimum of 1 year of experience supporting Litigation attorneys;
• Knowledge of the court filing process and experience in e-filing;
• Typing skills of 55+ wpm; excellent spelling, grammar and proofreading skills;
• Advanced Microsoft Office software skills (Word and Outlook; knowledge of Styles, TOAs and TOCs preferred);
• Exposure to document management systems;
• Ability to problem solve and prioritize workload in order to meet deadlines;
• Ability to work independently and complete assignments with limited guidance;
• Strong interpersonal skills for working in a team environment and ability to develop and maintain positive and productive relationships with staff, attorneys and clients;
• Good discretion and ability to maintain confidential information;
• Strong organizational skills; ability to prioritize and multi-task to meet deadlines;
• Adaptable to changing priorities and ability to remain calm in time-sensitive, high-pressure situations; and
• Reliable and dependable.

Lerch Early offers excellent benefits, including health, dental, vacation, and 401(k). We are an equal-opportunity employer committed to diversity and inclusion and hire attorneys and staff with a broad variety of backgrounds and capabilities.

Application Instructions :

Apply on LinkedIn with your updated resume attached OR send a cover letter and resume to recruitment@lerchearly.com and note that you are applying for the Legal Assistant – Estates and Trusts position.

Help Us Learn About You :

• The best applicants provide a cover letter telling us about your interest in a career as an Estates and Trusts Legal Assistant and your interest in working at Lerch, Early & Brewer. We’d love to learn about you, so please share information you think distinguishes you from other candidates.

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