Project Assistant

Burke, Warren, MacKay & Serritella; Chicago (IL); On-site; USD 40,000 - 55,000; Full time

Job summary

Burke, Warren, MacKay & Serritella, P.C. is seeking an Office Services File Clerk to support the Estate Planning and Wealth Management Group in a full-time role based in Chicago. The position requires handling filing, scanning, and document organization, with duties spanning both estate planning and other firm practice groups.

Strong attention to detail and ability to work independently are essential. Typical hours are 9:00 a.m.

Qualifications

• 1–2 years law firm experience preferred.
• Proficiency in MS Office and Outlook, with special proficiency in records management and conflicts check related software.
• Proficient knowledge of scanning software.
• Good command of English, oral and written.
• Must be punctual.
• Must classify documents, correspondence, pleadings, attorney notes, and drafts.
• Must work independently with limited supervision.
• Must be accurate with strong attention to detail.
• Must work in fast-paced environment within project time constraints.

Responsibilities

• Printing, organizing and filing emails and scanned documents.
• Filing emails into the appropriate Filesite location and preparing estate planning binders.
• Printing documents from clients and outside sources using software.
• Serving as a witness at estate plan signings.
• Managing and updating the list of executed trusts and trust amendments.
• General office services and filing for Estate Planning and Wealth Management group.

Skills

Law firm experience

MS Office

Outlook

Scanning software

English fluency

Punctuality

Attention to detail

Independent work

Time management

Tools

Records management software

Conflicts check software

Job description

This is a full-time position. Typical days and hours of work are Monday through Friday 9:00 a.m. to 5:00 p.m. Some flexibility in hours is allowed, but the employee must be available during the “core” work hours of 9:00 a.m. to 5:00 p.m. and must work 35.0 hours each week to maintain full-time status.

Perform duties relating to Estate Planning and Wealth Management Group:

• Printing, organizing and filing emails.
• Filing emails and scanned documents into the appropriate Filesite location.
• Copying and scanning signed estate planning documents.
• Preparing and/or updating estate planning binders.
• File organization for files to be sent offsite or to new counsel.
• Maintaining the list of executed trusts and trust amendments.
• Printing documents received from clients and outside sources using software media.
• Serving as a witness at estate plan signings.
• Perform other duties reasonably associated with an Office Services File Clerk position.

Perform duties relating to Other Firm Practice Groups:

• Place files in jackets on shelves and in drawers as necessary and relocate files for space requirements.
• Use appropriate firm software to assist in location of files.
• Assist with completing in-house copying and binding jobs.
• Open switchboard if Receptionist is not available and provide reception relief when necessary (TBD).
• Perform all other duties reasonably associated with an Office Services File Clerk position.

Qualifications/Requirements:

• 1 to 2 years Law Firm experience preferred.
• Proficiency in MS Office and Outlook, with special proficiency in records management and conflicts check related software.
• Proficient knowledge of scanning software.
• Good command of the English language, oral and written.
• Must be punctual.
• Must be able to classify documents, correspondence, pleadings, attorney notes, and drafts.
• Must be able to work independently with limited supervision.
• Must be accurate, with a strong attention to detail.
• Must be able to work in fast-paced environment within project time constraints.

Compensation:

$40,000–$55,000 based on experience.

Burke, Warren, MacKay & Serritella, P.C. is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, creed, marital status, sex, sexual orientation, gender identity and/or expression, age, religion, disability, citizenship status, national origin, pregnancy, veteran status and any other factor protected by applicable law. Further, Burke Warren takes affirmative action to ensure that applicants are employed, and employees are treated during employment, without regard to any of these characteristics. Burke Warren does not tolerate discrimination of any type.