Legal Assistant - Tax, Trusts & Estates

Porzio, Bromberg & Newman, P.C. ("Porzio"), a mid-sized law firm headquartered in Parsippany, NJ, is seeking a detail-oriented and proactive Legal Assistant to support three attorneys specializing in estate planning, tax law, business planning, estate litigation, probate, guardianship, and trust and estate administration. This role provides a unique opportunity to work in a client-centric environment with a focus on efficiency, technology, and professional growth.

• Manage attorney schedules and coordinate client meetings.
• Oversee the client intake process, including communications, conflict checks, and internal file setup.
• Handle incoming and outgoing correspondence with professionalism.
• Maintain and organize client files and documents, ensuring efficient record management.
• Assist with billing and invoicing processes.
• Provide general administrative support to the legal team.
• Handle client inquiries and provide excellent customer service.
• Utilize and maintain efficient office systems and processes.

• Detail-Oriented
  :
  You can handle numerous details accurately and efficiently, particularly in legal documentation and client file management.
• Proactive Problem Solver
  :
  Anticipates issues and takes initiative to resolve them, ensuring smooth administrative operations.
• Tech-Savvy
  :
  Comfortable learning and utilizing technology, including AI-assisted tools for workflow optimization.
• Strong Communicator
  :
  Excellent verbal and written communication skills, essential for client interactions and team coordination.
• Organized and Efficient
  :
  Exceptional time management skills to prioritize tasks and meet deadlines.
• Adaptable and Flexible
  :
  Thrives in a dynamic work environment with evolving responsibilities.
• Client-Focused
  :
  Demonstrates professionalism and empathy, enhancing the client experience.
• Team-Oriented
  :
  Works collaboratively to support attorneys, paralegals, and other team members.

• Experience
  :
  Minimum experience of two years as a legal assistant or equivalent.
• Time Management and Scheduling
  :
  Skilled at managing complex schedules and coordinating team needs.
• Document and File Management
  :
  Proficient in electronic document organization and retrieval.
• Knowledge of Legal Processes
  :
  Familiar with legal administrative tasks such as intake, conflict checks; state and federal court and administrative agency rules, procedures and deadlines.
• Billing and Invoicing
  :
  Experience with billing procedures and software.
• Problem-Solving
  :
  Able to address administrative challenges and suggest improvements.
• Software Proficiency
  :
  Comfortable with Microsoft Office Suite, Outlook, CRM tools, and ideally AI tools.
• Adaptability to Workflow Tools
  :
  Experience with electronic filing and workflow systems for optimal efficiency.
• Certificates
  :
  Notary certification is helpful, but not required.

The statements contained in this job description are not necessarily all-inclusive; additional duties may be assigned and job requirements may vary from time to time.

• Medical, Dental, and Vision insurance
• 401(k) retirement plan with employer matching
• Individual and Dependent Life Insurance
• Short- and Long-Term Disability
• Paid Time Off
• Paid Holidays
• Employee Assistance Programs

Porzio Bromberg & Newman, P.C. is an equal opportunity employer – women and minorities are encouraged to apply.