Estate & Trust Legal Administrative Specialist

Jackson Walker, LLP; Austin (TX); Sur place; USD 52 000 - 72 000; Plein temps

Résumé du poste

Jackson Walker, LLP in Austin, TX is seeking a Trusts & Estates Legal Administrative Assistant to support attorneys with estate planning, estate and trust administration, and related wealth-preservation matters.

The role handles document production, client signings, calendar management, billing support, and confidential client communications, requiring proficiency in Microsoft Office, Adobe Acrobat, and iManage.

Qualifications

• High school diploma or GED; bachelor’s degree preferred.
• Minimum of 3 years of experience as a legal assistant.
• Advanced proficiency in Microsoft Office, especially Word, Outlook, Excel, and PowerPoint.
• Proficiency with Adobe Acrobat and PDF document management.
• Experience with document management systems; iManage preferred.
• Experience with time entry systems.
• Strong written and verbal communication skills.
• Strong proofreading, grammar, spelling, and document formatting.
• Strong organizational skills and attention to detail.
• Ability to manage multiple concurrent assignments and meet deadlines.
• Ability to work closely with attorneys in a fast-paced environment.
• Discretion and ability to maintain confidentiality.

Responsabilités

• 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 return of originals to clients.
• Prepare and distribute correspondence and legal documents as directed by attorneys.
• Prepare, proofread, revise, and format correspondence and legal documents.
• Use Microsoft Office to prepare documents and support workflow.
• Edit and organize PDFs with Adobe Acrobat and manage document versions.
• Maintain electronic documents and emails in the firm’s document management system.
• Organize and maintain physical client files and original documents.
• Manage 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, responsive client service and communicate with clients and staff.
• Coordinate with attorneys and team members to meet deadlines.
• Handle confidential documents and client information discreetly.

Connaissances

Attention to detail

Strong communication

Time management

Confidentiality

Multitasking

Professionalism

Formation

High school diploma or GED

Bachelor’s degree preferred

Outils

Microsoft Office Suite

Adobe Acrobat

iManage

Time entry systems

Description du poste

Jackson Walker, LLP in Austin, TX is seeking a Trusts & Estates Legal Administrative Assistant to support attorneys with estate planning, estate and trust administration, and related wealth-preservation matters.

The role handles document production, client signings, calendar management, billing support, and confidential client communications, requiring proficiency in Microsoft Office, Adobe Acrobat, and iManage.