Legal Assistant; Charlotte office

We are seeking a friendly, charismatic, and detail-oriented Legal Assistant to join our law firm in our Charlotte office (South Park). This role is ideal for someone who thrives in a client-facing environment, enjoys creating an exceptional in-office experience, and takes pride in keeping operations organized and running smoothly. You will play a key role in supporting our attorneys and paralegals, assisting clients during important life-planning moments, and serving as the welcoming face of our Charlotte office.

A warm, joyful personality paired with strong administrative skills is essential.

• Provide a key point of contact for clients and referral sources
• Greet clients and visitors warmly, professionally, and with a positive, upbeat demeanor
• Coordinate office availability and support daily scheduling needs
• Manage incoming and outgoing mail for the Charlotte office
• Prepare estate planning binders, including creating, scanning, naming, organizing, and assembling documents
• Send completed estate planning documents to clients accurately and on time
• Witness client signatures and notarize documents as needed
• Record estate planning documents as required
• Scan and upload attorney notes and client documents into firm systems
• Coordinate client intake process and manage initial consultation scheduling
• Track time entries as needed
• Order and maintain office supplies for the Charlotte location
• Assist with general administrative tasks to support attorneys and office operations

• Prior experience in a legal, administrative, or professional office environment preferred
• Experience in estate planning or business law firm setting is a plus
• NC Notary Public license preferred (or willingness to obtain)
• Highly organized with strong attention to detail
• Friendly, charismatic, and client-focused personality
• Professional communication skills and comfort interacting with clients in person
• Ability to handle sensitive and confidential information with discretion