Legal Assistant - Wealth Management Group

Performs

abroadrangeofsecretarialandadministrativesupport for

attorneys in the Wealth Management area. Assists

with dutiesincludingbutnot limited to t yping, filing anddataentry. Provides

calendar managementsupport for assigned pairing andmay consistently interact with

clients

via thephoneorin

person.

Organizes andmaintainsall

electronic and paper

filesrelatingtopracticeandadministrativematters in accordancewithteam

preferences. Job

Functions: Provides

general

secretarial

support

to assigned

attorneys which

may

include drafting documents ,

answering phones, scheduling

appointments,

calendar

management,

opening

and distributing

mail.

Deals

with

sensitive,

confidential information and

ensures

that day to day

support

for

team runs smoothly and

effectively.

Prepares

correspondence,

memos, letters, and

reports.

Assists

with

initial drafting and editing

documents

such

as

wills, estates, and trusts . Establishes and maintains files and

enters

data into a case management

system.

Organizes,

summarizes, and indexes

documents.

Sends and

retrieves

documents from Record

Center

as

needed

and

follows workflow

procedures

as

it relates to

opening/closing

matters and generating engagement/disengagement

letters.

Assumes

responsibility

for

all

incoming

and outgoing

calls;

answers

phone,

deals with

routine

inquires

for

both internal and

external

contacts; refers calls to other team members or attorneys as needed .

Utilizes strong communication skills, both

written

and

verbal,

to

ensure

information

is

obtained

and

relayed

in a

professional

manner.

Maintains a courteous and

service

driven

demeanor

at all times.

Maintains

pairing's

calendar and contact lists as requested.

Arranges

all aspects of both internal and

external

client meetings

and

conferences.

Stays

apprised of calendars and

actively

communicates

changes or reminders as needed.

Coordinates

all business -related

travel arrangements .

Maintains

familiarity

with

legal terminology,

basic

legal

procedure,

and law firm document protocol. Has knowledge of legal document formats

such

as contracts, agreements,

briefs,

summonses,

complaints, and

motions.

Ensures a high level of service when interacting with clients and other related internal and external contacts. Maintains discretion and sound judgment when interacting with clients, both external and internal to the Firm. Assumes a helpful, proactive, and professional manner at all times.

Submits attorney time via the 3E billing system. Reviews, revises, and disseminates monthly client billing statements. Liaises with Billing Department.

Performs other duties and responsibilities as assigned. Essential competencies:

Works proactively with others to

support

efforts

within

a

department

or

function

of the Firm.

Organizes and prioritizes assignments and contributes to the

department's

ability to meet or

exceed

goals and

standards.

Maintains current knowledge of

trends

and developments affecting the area of specialization.

Uses

innovative

thinking and exercises

sound

judgment

to achieve

results. Qualifications:

Minimum

High

School

Diploma, college degree preferred.

Five

years

of legal assistant experience in a wealth management practice.

Excellent

computer skills and

proficiency

with

word

processing,

spreadsheet,

Internet,

presentation and time and billing

software.

Professional experience with

3E,

Outlook,

MSWord.

Demonstrated ability to

balance

customer

service

while delivering high results and

productivity.

Effective

oral and writing communication

skills

with

strong

knowledge

of grammar,

spelling,

punctuation, and

legal

terminology.

Demonstrated

flexibility

and the ability to handle

complex,

multiple tasks

for

several individuals with

different

work

styles.

Openness

to

change pace quickly while maintaining strong organization and attention to detail.

Team

player and the

willingness

to

support

others and take on additional

responsibilities

as

needed.

Ability

to

lift

boxes

and move files as needed. Work Authorization:

Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now in the future).

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