Legal Assistant

Amundsen Davis, LLC; Town of Brookfield (WI); Vor Ort; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

A respected full-service business law firm is seeking a skilled Legal Assistant to join their team in Brookfield, WI. This position focuses on Trusts & Estates, requiring 5+ years of relevant experience. Responsibilities include drafting estate planning documents and managing client communications. Ideal candidates will have strong organizational and communication skills. This role emphasizes in-office attendance and offers a chance to make a meaningful impact within a collaborative environment.

Qualifikationen

• 5+ years of legal experience, specifically in Trusts & Estates.
• Proficiency in fiduciary accounting and legal case/document management.
• Excellent organization, accuracy, and communication skills.

Aufgaben

• Draft estate planning documents.
• Assist with filing income tax returns.
• Maintain electronic and physical client files.
• Coordinate signatures and document execution.
• Serve as the primary client contact.

Kenntnisse

Legal case/document management

Organization

Communication skills

Fiduciary accounting

Jobbeschreibung

Amundsen Davis, a respected full-service business law firm, is seeking a skilled, detail-oriented Legal Assistant to join our collaborative legal team. If you have a strong background in Trusts & Estates and thrive in a fast-paced, client-focused environment, this is an excellent opportunity to make a meaningful impact. You’ll work closely with attorneys to manage estate matters from start to finish, ensuring accuracy, organization, and exceptional client service.

Essential Duties and Responsibilities

• Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns
• Maintain and create Corporate Records
• Organize and maintain electronic and physical client files, estate documents and trust records
• Coordinate signatures, notarization, and documents execution (including e-signtaure platforms such as DocuSign).
• Enter attorney timeslips into iTimekeep
• Serve as a primary client contact, ensuring timely communication with beneficiaries and related professionals
• Support attorneys with case management from inception through resolution

Required Competencies, Education and Experience

• 5+ years of legal experience, in Trusts & Estates
• Proficiency in fiduciary accounting and legal case/document management
• Excellent organization, accuracy, and communication skills
• This position requires regular and predictable in-office attendance

About Amundsen Davis

Amundsen Davis is a full-service business law firm comprised of 260 attorneys headquartered in Chicago. As one of the fastest growing law firms in the Midwest, we understand the entrepreneurial thinking that drives business decisions for our clients. We use this insight to respond to the needs of clients creatively, expediently and pragmatically. The firm handles the transactional, labor and employment, and litigation needs of companies across the U.S. Our experience in both litigated and transactional matters makes us a unique partner for your business. The law firm has offices in the following locations: Chicago, Crystal Lake, St. Charles, and Rockford, IL; Columbus, and Cleveland OH; Milwaukee, Appleton, Brookfield, Green Bay, and Madison, WI; St. Louis, MO; and Indianapolis, IN.

Equal Opportunity Employer

Amundsen Davis is an Equal Opportunity Employer. We support and encourage workforce diversity. We do not discriminate because of an individual’s race, color, religion, gender, national origin, sexual orientation, gender identity or expression, ancestry, citizenship, creed, marital status, veteran status, age, family care giving responsibilities, genetic profile or predisposition, pregnancy or disability with respect to hiring, promotion, firing, compensation, or other terms, conditions, or privileges of employment.