Estate Planning Legal Admin Specialist

Jackson Walker LLP; Austin (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Jackson Walker LLP's Trusts & Estates Practice seeks an experienced Legal Administrative Assistant to support attorneys in estate planning, estate and trust administration, and wealth preservation strategies. The role includes preparing documents, coordinating client signings, managing calendars, and assisting with billing.

The ideal candidate will have a high school diploma or GED, at least 3 years as a legal assistant, strong MS Office and PDF workflow skills, and the ability to communicate

Qualifications

• High school diploma or GED required; bachelor's degree preferred.

Responsibilities

• Support attorneys with administrative activities related to estate planning and estate and trust administration.
• Coordinate and participate in client document signings.
• Maintain original estate planning documents and coordinate the return of originals to clients.
• Prepare and distribute correspondence and legal documents as directed.
• Prepare, proofread, revise, and format correspondence and legal documents.
• Utilize Microsoft Office to support attorney workflow.
• Use Adobe Acrobat to edit, organize, and manage PDFs.
• Maintain electronic documents and emails in the document management system.
• Organize and maintain physical client files and original documents.
• Maintain attorney calendars and coordinate travel, meetings, and appointments.
• Assist with new client and matter openings, including conflict checks and engagement letters.
• Enter, review, and revise attorney time entries.
• Participate in timely prebill review and billing submission.
• Prepare and submit attorney reimbursement requests.
• Submit invoices to Accounts Payable for processing.
• Provide professional and responsive client service; relay messages promptly.
• Communicate effectively with clients, attorneys, and Firm personnel.
• Coordinate with attorneys and team members to manage assignments and deadlines.
• Handle confidential documents and client information with discretion.
• Perform additional administrative and legal support duties as assigned.

Skills

Communication

Organizational skills

Attention to detail

Discretion and confidentiality

Multitasking

Professionalism under deadlines

Education

Bachelor's degree preferred

High school diploma or GED required

3 years of experience as a legal assistant

Tools

Microsoft Word

Outlook

Excel

PowerPoint

Adobe Acrobat

iManage

Job description

Jackson Walker LLP's Trusts & Estates Practice seeks an experienced Legal Administrative Assistant to support attorneys in estate planning, estate and trust administration, and wealth preservation strategies. The role includes preparing documents, coordinating client signings, managing calendars, and assisting with billing.

The ideal candidate will have a high school diploma or GED, at least 3 years as a legal assistant, strong MS Office and PDF workflow skills, and the ability to communicate