Trusts & Estates Legal Assistant

Stevens & Lee; King of Prussia (Montgomery County); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a dedicated Legal Assistant to join their dynamic team. This role is crucial for supporting attorneys in the Trusts & Estates Practice Group, ensuring exceptional service to clients. The ideal candidate will be an organized self-starter with a strong background in legal administration, particularly in estate planning and probate. You'll be responsible for drafting documents, managing calendars, and communicating professionally with clients. If you thrive in a fast-paced environment and are eager to contribute to a collaborative legal team, this opportunity is perfect for you.

Qualifications

• Minimum of three years of legal administrative support experience required.
• Proficiency in Microsoft Office Suite and exceptional computer skills.

Responsibilities

• Support attorneys in the Trusts & Estates Practice Group.
• Draft legal documents and manage attorney calendars.
• Communicate with clients and assist with estate planning.

Skills

Client Communication

Document Drafting

Legal Research

Time Management

Attention to Detail

Education

Bachelor's Degree

Equivalent Training/Work Experience

Tools

Microsoft Office Suite

Windows-based Software

Job description

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Powerful Partnerships. Standout Solutions.

Stevens & Lee is a full-service law firm with approximately 200 attorneys in 16 offices in Pennsylvania, New Jersey, NYC, Boston, and Wilmington DE. We provide services to a wide range of business clients from lower middle-market to Fortune 500 companies – on a regional and national basis. The law firm is part of The Stevens & Lee Companies, a diversified professional services firm with synergistic lines of business, including an investment bank and other complementary financial and consulting services organizations.

Job Overview

At Stevens & Lee, the Legal Assistant plays a vital role as an administrative team member supporting a group of attorneys with the shared goal of providing exceptional service to our valued clients.

The Legal Assistant is a multi-dimensional position drawing upon a variety of skills and competencies, best suited for an organized, self-starter who enjoys assuming responsibility and learning new things.

Primary Responsibilities (responsibilities include but are not limited to)

1. Support attorneys and paralegals in the Trusts & Estates Practice Group.
2. Communicate with clients as directed by attorneys in a respectful and professional manner.
3. Assist clients with the execution of estate planning documents.
4. Provide support for estate projects from inception to completion.
5. Submit Conflict Checks, open new client matters and create New Business Memos as directed by attorneys.
6. Work with various court systems processing paperwork and e-filings, running docket reports, and maintaining docket search charts.
7. Partner with the firm’s Finance Department to produce monthly attorney billing; process and submit check requests and complete attorney expense reports.
8. Draft legal documents, prepare letters, correspondence, reports, and presentations as needed; proofread and ensure accuracy of all materials.
9. Make redactions, conduct bates numbering, and compile document productions.
10. Coordinate attorney calendars, set up meetings, conference calls, and make travel arrangements.
11. Manage all incoming and outgoing U.S., certified and Fed-Ex mail per attorney request.
12. Welcome clients and greet visitors with a helpful, positive, and professional attitude.
13. Answer direct-line phone calls in a professional manner and route as necessary.
14. Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.
15. Previous experience in Trusts & Estates Legal Department required.
16. Strong familiarity with estate planning, probate, and trust administration documents.
17. Ability to communicate professionally and interact effectively with all levels of personnel.
18. Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner and under minimal supervision.
19. Flexibility and ability to respond quickly and positively to shifting demands.
20. Ability to work under pressure to meet strict deadlines.

Qualifications

1. Bachelor's degree or equivalent training/work experience, required.
2. Minimum of three years of legal administrative Trusts & Estates support experience within a legal department or law firm or an equivalent combination of education and experience.
3. Proficiency in Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
4. Exceptional computer skills with the ability to learn new software applications quickly.

Interested candidates should submit a resume and cover letter to: [e-mail].

In compliance with federal and state equal opportunity employment laws, The Stevens & Lee Companies is an affirmative action/equal opportunity employer and does not discriminate in regard to race, color, national origin, religion, disability, age, or gender.

Seniority level

Associate

Employment type

Full-time

Job function

Administrative and Legal

Industries

Law Practice