Legal Assistant

Talis Group, Inc.; Lexington (KY); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Paid parking

Health insurance

Discretionary bonus

Job summary

Talis Group, Inc. is seeking a Legal Assistant to support its business, finance, trust and estate practice group in Lexington, KY. This full-time role runs Monday through Friday 8:30am–5pm and supports two partners and one associate.

Responsibilities include calendars, due diligence, drafting basic legal documents, monthly billing, filing, and assisting with asset transfers for estates and trusts while maintaining strict confidentiality and delivering excellent client service.

Qualifications

• Bachelor's degree preferred; related associate degree considered.
• 3+ years of experience in a law firm or similar environment supporting business, estate planning, trust services, finance, or corporate transactions.
• Ability to maintain confidentiality and manage sensitive information.
• Strong organizational, analytical, and client service skills.
• Advanced proficiency with MS Office and Adobe Acrobat.

Responsibilities

• Maintain calendars and closing schedules.
• Coordinate due diligence; collect files, track deadlines, and organize reports; draft service-group-specific documents.
• File and index documents in physical and electronic formats.
• Assist attorneys with monthly billing, invoicing, and reimbursements.
• Prepare and file UCC financing statements, formation documents, and governance filings.
• Asset information gathering for estate and trust administration.
• Assist with asset transfers to beneficiaries per testamentary documents and court orders.
• Maintain financial records for estates and trusts.

Skills

Communication

Client service

Organization

Confidentiality

Education

Bachelor's degree preferred

Associate degree in related field considered

Tools

Microsoft Office Suite

Adobe Acrobat

i-Manage

SharePoint

Westlaw

LexisNexis

Job description

Talis Group's company client, a Lexington, KY law firm is hiring a Legal Assistant to support their business, finance, trust and estate practice group. This is a full time position Monday through Friday 8:30am-5pm. This position will support two partners and one associate.

• Full benefits package available including paid parking, health insurance, and more.
• Discretionary bonus available.

Highlighted Duties

• Maintain calendars and closing schedules.
• Coordinate due diligence; collecting files, tracking deadlines, and organizing reports. Prepare & draft legal documents specific to the service group.
• Maintain accurate indexing, filing, and organization of legal documents in both physical and electronic formats
• Assist attorneys with monthly billing, invoicing, expense reports and reimbursements each month.
• Prepare and file UCC financing statements, entity formation, governance documents, and Secretary of State filings as needed
• Obtain asset and personal information necessary for estate and trust administration.
• Assist with the transfer of assets to beneficiaries in accordance with testamentary documents and applicable court orders.
• Maintain financial records and account activities of estates and trusts.
• Assist in drafting basic documents including wills, power of attorneys, living will directives and HIPAA authorizations.
• Coordinate meetings/activities, receipt and transmittal of correspondence with clients, co-fiduciaries, attorneys, and other intermediaries.

Highlighted Requirements

• Bachelor's degree preferred. Associate degree in business administration, paralegal studies, accounting, finance, or related field considered.
• 3+ years of experience supporting business, estate planning, trust services, finance, corporate, or commercial transactions in a law firm or similar environment.
• Ability to maintain confidentiality.
• Strong organizational, analytical, communication, and client service skills.
• Advanced proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and AdobeAcrobat.
• Experience with i-Manage, SharePoint, OneDrive, LexisNexis, Westlaw, and trust/estate accounting or tax preparation software

This information is a brief job summary for recruiting purposes only and does not constitute the entire job description, duties, or requirements.

Talis Group is an equal opportunity employer and a third party recruiting firm specializing in the legal positions and the legal community. All registrants are considered based upon their skills, performance, potential, and other qualifications, without regard to race, color, religion, sex, national origin, age, disability, pregnancy, genetic information, or any other characteristic protected by applicable law.