Estate Planning Legal Assistant
Legal Assistant – Estate Planning
Cleveland, OH
$65,000-$75,000
The Legal Assistant will provide support to the Estate Planning group. The legal assistant will be responsible for managing all aspects of the calendaring including scheduling/cancelling appointments, managing task lists, and tracking/processing expenses. The legal assistant will assist the Trusts & Estates practice group with various clerical duties such as typing, proofreading, note taking, appointment coordination, meeting set-up, answering phones, mail distribution, greeting clients and other general office duties as needed.
Legal Assistant Responsibilities:
Provide confidential administrative support to legal staff.
Manage and coordinate priorities of multiple attorney/paralegal assignments.
Prepares documents and correspondence requiring knowledge of legal terminology and document formats, such as contracts, pleadings, briefs, complaints and motions. Possess a working knowledge of e-filing.
Draft and proofread correspondence and documents.
Provide briefing materials for meetings.
Manage attorneys’ expense reimbursements.
Maintain electronic calendar for assignments. Make appointments for attorneys. Arrange conference rooms.
Sort, distribute and prioritize all incoming mail. Prepare outgoing mail/shipping.
Maintain all client files.
Schedule business travel arrangements when necessary.
Adhere to administrative and recordkeeping guidelines to support documentation of activities.
Manage individual attorney and group task lists.
Professional phone etiquette to handle incoming calls from clients and other members of the Firm.
Open new files by creating New Client/New Case forms.
Enter attorney and paralegal time into 3E.
Maintain attorney mailing lists and contract.
Perform general office duties including faxing, photocopying, scanning and filing.
Works closely with billing staff.
Greet all visitors to the office, notify appropriate person of their arrival.
Legal Assistant Requirements:
High School Diploma or GED equivalent required.
Proficient knowledge of firm software and hardware including Outlook, Word, 3E, Excel, Emburse, and Visio.
Trusts and estates and/or litigation experience required.
Excellent proofreading, grammar and spelling skills a must.
5+ years of relevant work experience.
Strong oral and written communication skills.
Accurate typing skills with ability to transcribe legal documents and correspondence.
Ability to organize and prioritize numerous tasks and complete them under time constraints; strong organizational skills.
Interpersonal skills necessary in order to communicate and follow the instruction effectively from a diverse group of attorneys and staff and provide information with courtesy and tact.
#INDGB
Cleveland, OH
$65,000-$75,000
The Legal Assistant will provide support to the Estate Planning group. The legal assistant will be responsible for managing all aspects of the calendaring including scheduling/cancelling appointments, managing task lists, and tracking/processing expenses. The legal assistant will assist the Trusts & Estates practice group with various clerical duties such as typing, proofreading, note taking, appointment coordination, meeting set-up, answering phones, mail distribution, greeting clients and other general office duties as needed.
Legal Assistant Responsibilities:
Provide confidential administrative support to legal staff.
Manage and coordinate priorities of multiple attorney/paralegal assignments.
Prepares documents and correspondence requiring knowledge of legal terminology and document formats, such as contracts, pleadings, briefs, complaints and motions. Possess a working knowledge of e-filing.
Draft and proofread correspondence and documents.
Provide briefing materials for meetings.
Manage attorneys’ expense reimbursements.
Maintain electronic calendar for assignments. Make appointments for attorneys. Arrange conference rooms.
Sort, distribute and prioritize all incoming mail. Prepare outgoing mail/shipping.
Maintain all client files.
Schedule business travel arrangements when necessary.
Adhere to administrative and recordkeeping guidelines to support documentation of activities.
Manage individual attorney and group task lists.
Professional phone etiquette to handle incoming calls from clients and other members of the Firm.
Open new files by creating New Client/New Case forms.
Enter attorney and paralegal time into 3E.
Maintain attorney mailing lists and contract.
Perform general office duties including faxing, photocopying, scanning and filing.
Works closely with billing staff.
Greet all visitors to the office, notify appropriate person of their arrival.
Legal Assistant Requirements:
High School Diploma or GED equivalent required.
Proficient knowledge of firm software and hardware including Outlook, Word, 3E, Excel, Emburse, and Visio.
Trusts and estates and/or litigation experience required.
Excellent proofreading, grammar and spelling skills a must.
5+ years of relevant work experience.
Strong oral and written communication skills.
Accurate typing skills with ability to transcribe legal documents and correspondence.
Ability to organize and prioritize numerous tasks and complete them under time constraints; strong organizational skills.
Interpersonal skills necessary in order to communicate and follow the instruction effectively from a diverse group of attorneys and staff and provide information with courtesy and tact.
#INDGB