Legal Assistant

Job Summary

Boutique Estate Planning Firm is hiring a Word-Class Legal Assistant. We are seeking a dedicated Legal Assistant to provide our clients with an exceptional customer service experience while supporting our attorneys with critical administrative and case-related tasks. This role is essential to maintaining smooth daily operations and creating a positive, lasting impression for our clients. To excel in this position, you’ll need a strong combination of empathy, clear communication, attention to detail, and solid technical skills.

You will play an integral role in enhancing attorney efficiency, streamlining workflows, and helping our firm deliver high-quality service at every stage of the client experience. Our firm is growing rapidly, and we are intentionally building a high-performing “A-Team.” We are looking for someone who can hit the ground running and thrive in a fast-paced, client-focused environment.

• Gather and verify client information
• Prepare and organize asset transfer files and folders
• Calendar deadlines and send timely reminders
• Organize and maintain case files
• Copy, scan, and properly file client documents
• Prepare and print materials for asset transfer meetings
• Mail documents to financial institutions as needed
• Prepare and print agendas, flowcharts, and other legal documents for review and signing meetings
• Create, format, and edit PowerPoint charts and presentations
• Email or upload required documents to the Client Portal for meetings and follow-up
• Perform data entry for client contact and general information
• Make reminder calls to clients
  
  Prepare and track receipts for client documents

• Previous customer service experience and experience working in an office setting in a clerical or administrative role are required; legal experience is a plus
• Ability to manage multiple tasks and cases simultaneously over extended periods, while tracking key dates, communicating updates to the appropriate team members, and prioritizing work to ensure no deadlines are missed
• Comfort using computers and common office applications, including Word, Excel, PowerPoint, and similar tools. Familiarity with Clio and Number Cruncher is a plus
• Excellent spelling, punctuation, and grammar are essential
• Strong attention to detail and a high level of accuracy to avoid costly errors for clients and the firm
• A positive attitude and collaborative, team-oriented mindset are required in this role. We value a drama-free, respectful, and supportive work environment

$50,000 yearly based on experience

Full-time position offering paid holidays, sick time, PTO, health insurance, and a matched SIMPLE IRA retirement plan for eligible employees.