Legal Assistant

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

Austin Office of a Regional Firm is seeking an experienced Legal Assistant. The ideal candidate would have experience in another top law firm's Wealth Preservation and Estate Planning practice group and be interested in a docket with heavy invoicing.

Day to Day Expectations:

• Prepare, send, track, and follow up on client engagement letters, including coordinating execution as needed.
• Take charge of attorney calendars, schedule client meetings and conference calls, coordinate internal and external appointments, and track important deadlines and follow-up items.
• General knowledge of opening new client matters and maintaining accurate client and matter information.
• Provide comprehensive administrative support to attorneys,
• Act as a point of contact for clients and provide responsive, professional, and confidential client service.
• Manage a high volume of client matters, communications, documents, and competing priorities.
• Prepare, revise, format, proofread, and finalize correspondence, agreements, and other materials.
• Accounting savvy - this positions requires someone to manage and support the monthly billing and invoicing process, including reviewing billing information, preparing invoices, making revisions, and coordinating with attorneys.

Requirements:

• Although Estate Planning experience is preferred --the position does require a minimum of 4 years of prior experience as a Legal Assistant, Legal Secretary, or similar support professional.
• Strong client-service skills and demonstrated experience communicating professionally with clients.
• Excellent organizational and time-management skills with the ability to prioritize multiple assignments and deadlines.
• Ability to work independently, anticipate attorney needs, and take ownership of assignments through completion.
• Strong written and verbal communication skills.
• Professional judgment and discretion when handling sensitive and confidential client information.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel, and demonstrated ability to effectively use or learn document management, billing, and other legal technology systems.