Estate Planning Legal Assistant - Billing & Client Services

Collier Legal Search; Austin (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Collier Legal Search’s Austin office seeks an experienced Legal Assistant with exposure to wealth preservation and estate planning. You will handle client engagement letters, calendar management, matter intake, and confidential client service.

The role requires strong organizational and time-management skills, the ability to manage high volumes, and proficiency with Microsoft Office and billing systems.

Qualifications

• 4+ years of prior experience as a Legal Assistant, Legal Secretary, or similar support professional.
• Estate Planning experience preferred but not required.
• Strong client-service skills and professional client communication.
• Excellent organizational and time-management skills with the ability to handle multiple priorities.

Responsibilities

• Prepare, send, track, and follow up on client engagement letters and coordinate execution as needed.
• Manage attorney calendars and schedule meetings, calls, and deadlines.
• Open new client matters and maintain accurate client and matter information.
• Provide comprehensive administrative support to attorneys and act as client point of contact.
• Support monthly billing and invoicing processes, review billing information, prepare invoices, and coordinate with attorneys.

Skills

Client service

Time management

Communication

Document drafting

Tools

Microsoft Office

Billing software

Document management systems

Job description

Collier Legal Search’s Austin office seeks an experienced Legal Assistant with exposure to wealth preservation and estate planning. You will handle client engagement letters, calendar management, matter intake, and confidential client service.

The role requires strong organizational and time-management skills, the ability to manage high volumes, and proficiency with Microsoft Office and billing systems.