Estate Planning & Real Estate LAA

Seeking a is seeking an experienced individual for the role of Legal Administrative Assistant for its Tax & Estate Planning and Real Estate Services attorneys for its Collin County (Frisco) office. This position reports to the Office Manager, as well as assigned attorneys, and will work as part of a team. This position is eligible to be hybrid once the probationary period is successfully completed.

• Candidates must have a minimum of 3+ years of legal administrative experience, with experience supporting Estate Planning and/or Real Estate;
• Providing the requisite legal secretarial and administrative support and clerical needs to assigned attorneys;
• Facilitate the life cycle of estate planning process;
• Preparing letters, memos, and other legal documentation;
• Entering client information into the system to run conflicts checks for new clients, as well as preparation of supporting documentation such as engagement letters;
• Preparing and filing pleadings with the appropriate court system and docketing dates into a central docketing system, as needed;
• Making travel arrangements and preparing expense reimbursement documentation;
• Supporting other legal support services
• Answering the phones of assigned attorneys; and
• Entering attorney time.

• A track record of excellent communication skills and a commitment to providing the highest quality client service are strongly preferred.

• A minimum of high school diploma or GED required;
• Excellent computer skills utilizing all aspects of Office 365;
• Excellent attention to detail with superb proofreading skills;
• Ability to prioritize and manage a high-volume and diverse workload able to handle multiple tasks at one time with exceptional organizational skills.
• Must have sound judgment and business acumen when interacting with clients, potential clients, guests, coworkers, and others; and
• Certified Legal Secretary designation is a plus.

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Estate Planning & Real Estate LAA