Estate Planning Legal Assistant | High-Volume Billing

McGinnis Lochridge

Austin (TX)

On-site

USD 50,000 - 70,000

Full time

3 days ago
Be an early applicant
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Parking allowance
Paid time off
Business casual
Competitive salary

Job summary

McGinnis Lochridge in Austin seeks an experienced Legal Assistant to support attorneys in the Wealth Preservation and Estate Planning practice. This fast-paced, client-facing role demands exceptional organization, attention to detail, and the ability to manage multiple priorities and deadlines.

The ideal candidate brings at least 5 years of legal support experience, is proficient with Microsoft Office, and comfortable handling high-volume invoicing and client communications with discretion and

Qualifications

  • Minimum of 5 years' experience as a Legal Assistant, Legal Secretary, or equivalent.
  • Experience supporting a high-volume legal practice preferred.
  • Wealth preservation, estate planning, or related experience is a plus.

Responsibilities

  • Provide comprehensive administrative support to attorneys in the Wealth Preservation and Estate Planning practice.
  • Serve as primary client contact with professional, responsive, and confidential service.
  • Manage a high volume of client matters, communications, documents, and deadlines.
  • Prepare, revise, format, proofread, and finalize correspondence, agreements, and other materials.
  • Monitor client onboarding process and prepare client engagement letters.
  • Manage attorney calendars, schedule client meetings and conference calls, and track deadlines.

Skills

Client service
Organization
Time management
Communication
Attention to detail

Tools

Microsoft Office
Billing systems
Document management systems

Job description

McGinnis Lochridge in Austin seeks an experienced Legal Assistant to support attorneys in the Wealth Preservation and Estate Planning practice. This fast-paced, client-facing role demands exceptional organization, attention to detail, and the ability to manage multiple priorities and deadlines.

The ideal candidate brings at least 5 years of legal support experience, is proficient with Microsoft Office, and comfortable handling high-volume invoicing and client communications with discretion and

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Legal Assistant
Legal Assistant

McGinnis Lochridge • Austin (TX)

On-site
USD 50,000 - 70,000
Parking allowance
Paid time off
Business casual
+1
Estate Planning Legal Assistant - Billing & Client Services
Estate Planning Legal Assistant - Billing & Client Services

Collier Legal Search • Austin (TX)

On-site
USD 52,000 - 76,000
Legal Assistant
Legal Assistant

Collier Legal Search • Austin (TX)

On-site
USD 52,000 - 76,000
Estate Planning Legal Secretary – Hybrid & Detail-Driven
Estate Planning Legal Secretary – Hybrid & Detail-Driven

Clingen Callow & McLean, LLC • Lisle (IL)

Hybrid
USD 55,000 - 75,000
Hybrid work schedule
Summer hours
Competitive compensation & benefits
Estate Planning Legal Assistant
Estate Planning Legal Assistant

Choice Specialists • Fort Worth (TX)

On-site
USD 45,000 - 60,000
Estate Planning and Administration Legal Secretary
Estate Planning and Administration Legal Secretary

Clingen Callow & McLean, LLC • Lisle (IL)

Hybrid
USD 55,000 - 75,000
Hybrid work schedule
Summer hours
Competitive compensation & benefits
Estate Planning Legal Assistant & Signing Coordinator
Estate Planning Legal Assistant & Signing Coordinator

McIntyre Law, P.C. • Hendersonville (NC)

On-site
USD 42,000 - 56,000
Legal Assistant (Trusts & Estates)
Legal Assistant (Trusts & Estates)

LHH • Tampa (FL)

On-site
USD 40,000 - 52,000
Private Client Legal Admin Assistant
Private Client Legal Admin Assistant

BE Group • Conshohocken

Hybrid
USD 75,000 - 105,000
Legal Assistant
Legal Assistant

WizeHire, Inc • Omaha (NE)

On-site
USD 35,000 - 55,000
Paid Time off
401(k) Employer Contribution
Medical/Dental/Vision Insurance
+1