Trusts & Estates Legal Assistant

Powerful Partnerships. Standout Solutions.Stevens & Lee is a full-service law firm with approximately 195 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 OverviewAt 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 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 ResponsibilitiesSupport attorneys and paralegals in the Trusts & Estates Practice Group.Communicate with clients as directed by attorneys in a respectful and professional manner.Assist clients with the execution of estate planning documents.Provide support for estate projects from inception to completion. Submit Conflict Checks, open new client matters and create New Business Memos as directed by attorneys.Work with various court systems processing paperwork and e-filings, running docket reports, and maintaining docket search charts.Partner with the firm's Finance Department to produce monthly attorney billing; process and submit check requests and complete attorney expense reports.Draft legal documents, prepare letters, correspondence, reports, and presentations as needed; proofread and ensure accuracy of all materials.Make redactions, conduct bates numbering, and compile document productions.Coordinate attorney calendars, set-up meetings, conference calls, and make travel arrangements. Manage all incoming and outgoing U.S., certified and Fed-Ex mail per attorney request.Welcome clients and greet visitors with a helpful, positive, and professional attitude.Answer direct-line phone calls in a professional manner and route as necessary.Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.Skills & CompetenciesPrevious experience in Trusts & Estates Legal Department experience required.Strong familiarity with estate planning, probate, and trust administration documents.Ability to communicate professionally and interact effectively with all levels of personnel.Excellent client service skills and ability to work on multiple matters simultaneously in an organized manner and under minimal supervision.Flexibility and ability to respond quickly and positively to shifting demands.Ability to work under pressure to meet strict deadlines.QualificationsBachelor's degree or equivalent training/work experience, required.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.Proficiency in Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and OutlookExceptional computer skills with the ability to learn new software applications quickly.Interested candidates should submit a resume and cover letter to: jobs@. 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.

Created: 2024-11-09