Legal Operations Assistant

Lanier Legacy Group - Plan. Protect. Leave A Legacy.; Gainesville (GA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Health insurance after probation

Half-day Fridays

Generous vacation policy

Job summary

Lanier Legacy Group in Gainesville, GA seeks a Legal Operations Assistant to support attorneys and clients by preparing estate planning documents, verification forms, data entry, and organizing notebooks. The role collaborates with the Senior Drafting Paralegal and Remote Law Clerk, ensuring timely and accurate material preparation.

The position is full-time and hourly, reporting to the Office Manager, with duties spanning legal production and general office support.

Qualifications

• Desire to work in a law firm focused on business development and growth.
• Strong discretion and judgment, and the ability to handle confidential information.
• Ability to work in Gainesville, Georgia 5 days per week.
• Prior experience in a professional office setting preferred.
• High school diploma or equivalent; associate or bachelor’s degree preferred.

Responsibilities

• Estate Planning Notebook Preparation and Document Execution: review, print, assemble, verify, and label client notebooks; ensure accuracy and security.
• Administrative Support and Office Maintenance: keep conference rooms, lobby, and materials organized; manage inventory and supplies.
• Execute tasks with our Core Values: care genuinely, serve with integrity, succeed together, nurture relationships.

Skills

Detail oriented

Administrative support

Organization

Communication

Education

High school diploma

Associate degree

Bachelor's degree

Tools

Microsoft Office

Job description

We are committed to serving our clients with excellence and integrity, and we are looking to expand our team to continue delivering the high-quality legal support they deserve. We're seeking a dependable, detail-oriented Legal Assistant who thrives in a fast-paced environment and is dedicated to supporting both our attorneys and clients with professionalism and care. This role provides the opportunity to be part of a collaborative and mission-driven legal team where your contributions will make a meaningful difference to the lives of our clients.

About Lanier Law Group

At Lanier Legacy Group, we are dedicated to making a lasting impact on families for generations by providing expert, personalized estate planning guidance. Our team of experts offers bespoke, luxury solutions that help our clients create a secure future and leave an intentional legacy. Located in the heart of downtown Gainesville, GA, we are founded on the twin pillars of legal and financial expertise. Our service-oriented team is well-versed in the intricacies of the legal system and can effectively communicate the short-term and long-term financial implications of each decision.

Position Purpose

The Legal Operations Assistant plays a vital role in ensuring the smooth and efficient preparation of our clients’ estate planning documents while supporting the firm’s day-to-day administrative operations. This full-time, hourly position contributes to the document production process by preparing client document verification forms, assisting with software data entry, and supporting the organization, assembly, and management of estate planning documents. Working closely with the Senior Drafting Paralegal and Remote Law Clerk, the Legal Operations Assistant helps ensure that client materials are prepared accurately, efficiently, and in a timely manner.

In addition to legal production responsibilities, the Legal Operations Assistant will perform administrative tasks that support the overall organization and efficiency of the firm. For administrative duties, this position reports directly to the Office Manager and collaborates with other team members to maintain an organized, professional, and welcoming office environment.

This is a detail-oriented, task-driven role that requires strong organizational skills, accuracy, flexibility, and a commitment to excellence in both legal production and administrative support. Through these contributions, the Legal Operations Assistant helps maintain operational efficiency, support the legal team, and deliver an exceptional client experience consistent with the firm’s commitment to high-quality service. This position follows a 4.5-day workweek.

Authority

The Legal Operations Assistant has no supervisory authority beyond that specifically delegated by the owner and Director of Operations. Additionally, all non-attorney support staff are prohibited from practicing law by the ABA’s Rules of Professional Conduct and State Bar Association rules. All client-focused work done by the Legal Operations Assistant must be in support of and under the supervision of an attorney. In dealing with clients and potential clients, the Legal Operations Assistant must be careful not to slip into the unlawful practice of law inadvertently.

Essential Duties and Responsibilities

Estate Planning Notebook Preparation and Document Execution

• Review the completed and approved client document set to ensure all required documents are present and ready for printing and physical assembly.
• Print the finalized estate planning documents and verify that the printed copies are complete, legible, and consistent with the approved digital versions.
• Organize and assemble the client’s physical estate planning notebook according to the firm’s established procedures, including the proper order and placement of documents.
• Verify that all required documents, supporting materials, and applicable notebook components are included before finalizing assembly.
• Using the Quality Control Checklist, conduct a final quality check to identify missing pages, print errors, incorrect document placement, or other discrepancies. Promptly communicate any issues to the appropriate team member for resolution.
• Ensure that the completed notebook is properly labeled, organized, and prepared for the next step in the client delivery process.
• Maintain the confidentiality and security of all client documents throughout printing, handling, assembly, and storage.
• Follow established procedures for documenting notebook completion and coordinating the transfer of the completed notebook to the Signing Meeting to the appropriate team member.
• Serve as a standard notary for Signing Meetings throughout the week

Administrative Support and Office Maintenance

• Maintain the cleanliness, organization, and professional appearance of all conference rooms, ensuring each space is properly prepared for scheduled client meetings according to the firm’s established procedures for each meeting type.
• Reset conference rooms after meetings by removing client materials, organizing supplies, straightening furniture, and ensuring the room is ready for its next use.
• Maintain the lobby and common areas to ensure they remain clean, organized, well stocked, welcoming, and representative of the firm’s commitment to excellence and exceptional client service.
• Take primary responsibility for organizing and managing the inventory of the firm’s printed material, including all pre-printed hard cards, blank engagement letters, EPDM whiteboards, asset alignment whiteboards, family tree whiteboards, and process cards for each meeting type.
• Ensure printed materials are accurate, current, properly organized, and readily accessible to the team members who need them for client meetings and daily operations.
• Assist with printing, copying, scanning, assembling, and organizing materials to support legal production, client meetings, and general office operations as requested.
• Place and retrieve orders for all client pies or other gifts twice a week.
• Maintain a proactive, service-oriented approach to office upkeep and administrative responsibilities, recognizing that an organized and well-prepared environment contributes to a positive client experience and allows the team to operate efficiently.

Execute tasks with our Core Values

• Care Genuinely
• Serve with Integrity
• Succeed Together
• Nurture Relationships

What We Offer

At Lanier Legacy Group, we are committed to providing a comprehensive benefits package that supports our employees’ overall well-being, including:

• A starting $40,000/ year salary
• Health insurance benefits available after the 90-day probationary period
• Leadership committed to the development of a healthy and functional workplace culture.
• Employee recognition programs
• Half-day Fridays
• Generous vacation policy after the 90-day probationary period

Education and Required Skills/ Experience

• Desire to work in a law firm focused on business development and growth
• Strong personal maturity and ability to work in a healthy, positive manner
• Strong discretion and judgment, and the ability to appropriately handle confidential information
• Ability to work in Gainesville, Georgia 5 days per week
• Prior experience in a professional office setting is preferred, but not required
• High school diploma, or equivalent; associate or bachelor's degree preferred