Legal Assistant

Moneta; Clayton (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

Insurance (medical and dental)

Short-term disability

Long-term disability

AD&D insurance

Basic life insurance

401k match

Profit sharing bonus

Parental leave

Employee referral bonus

Onsite wellness programs

Job summary

Moneta is seeking a Legal Assistant to support the Estate Planning Review Department by coordinating workflow, organizing documents, and preparing summaries for attorney and reviewer evaluation.

The role serves as a primary contact for internal client teams on Estate Planning Review requests, handling intake activities, follow-up, and status updates. 2+ years of related experience and proficiency in MS Office are preferred.

Qualifications

• Proven ability to read, interpret, and cross-reference complex legal or financial documents.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).
• Strong proofreading and attention to detail required.

Responsibilities

• Maintain and organize the department's Help Desk triage spreadsheet and related tracking tools; review requests for completeness.
• Monitor deadlines and follow-up to ensure proper routing and on-schedule progress.
• Review wills, trusts, and other estate planning documents; extract and summarize key information.
• Track provisions, dates, and document requirements; identify inconsistencies or missing information.
• Draft and proofread estate plan summaries for attorney/reviewer evaluation.

Skills

Microsoft Office

Education

Bachelor's degree preferred

Job description

The Legal Assistant supports the Estate Planning Review Department by coordinating workflow, organizing and reviewing estate planning documents, and preparing summaries for attorney and reviewer evaluation. This position serves as a key point of contact for internal client teams regarding Estate Planning Review requests and maintains departmental resources and procedures.

• Maintain and organize the department's Help Desk triage spreadsheet and related tracking tools, and review submitted requests for completeness and accuracy.
• Monitor request deadlines and follow-up activity to ensure requests are routed appropriately and remain on schedule.
• Review and organize wills, trusts, and other estate planning documents, extracting and summarizing information from complex legal and financial materials.
• Track key provisions, dates, and document requirements, and identify inconsistencies, missing information, or items requiring further review.
• Draft and proofread estate plan summaries, ensuring accuracy, completeness, and proper formatting.
• Prepare materials for attorney and reviewer evaluation.
• Serve as a primary point of contact for internal client teams on Estate Planning Review requests, including intake activities and timely follow-up and status updates.
• Assist in training internal team members on departmental submission procedures and requirements.
• Coordinate and prepare materials for department meetings.
• Handle incoming mail and department correspondence, and maintain the department's form and template library.
• Support general departmental administrative activities as needed.

Qualifications

• Bachelor's degree preferred, but not required
• Minimum 2 years of work experience; prior legal, administrative, client service, or document-review experience preferred
• Demonstrated experience reading, interpreting, and cross-referencing complex legal or financial documents, and proofreading to identify inconsistencies across documents
• Proficient in Microsoft Office applications
• Must be authorized to work in the United States

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well‑being of employees and their families:

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Employee referral incentive bonus program
• Onsite wellness programs & rewards

Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.