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Amundsen Davis, LLC

Legal Assistant

Amundsen Davis, LLC, Goerkes Corner, Wisconsin, United States

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Amundsen Davis, a respected full-service business law firm, is seeking a skilled, detail-oriented

Legal Assistant

to join our collaborative legal team. If you have a strong background in

Trusts & Estates

and thrive in a fast-paced, client-focused environment, this is an excellent opportunity to make a meaningful impact. You’ll work closely with attorneys to manage estate matters from start to finish, ensuring accuracy, organization, and exceptional client service. Essential Duties and Responsibilities

Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns Maintain and create Corporate Records Organize and maintain electronic and physical client files, estate documents and trust records Coordinate signatures, notarization, and documents execution (including e-signtaure platforms such as DocuSign). Enter attorney timeslips into iTimekeep Serve as a primary client contact, ensuring timely communication with beneficiaries and related professionals Support attorneys with case management from inception through resolution Required Competencies, Education and Experience

5+ years of legal experience, in Trusts & Estates Proficiency in fiduciary accounting and legal case/document management Excellent organization, accuracy, and communication skills This position requires regular and predictable in-office attendance About Amundsen Davis

Amundsen Davis is a full-service business law firm comprised of 260 attorneys headquartered in Chicago. As one of the fastest growing law firms in the Midwest, we understand the entrepreneurial thinking that drives business decisions for our clients. We use this insight to respond to the needs of clients creatively, expediently and pragmatically. The firm handles the transactional, labor and employment, and litigation needs of companies across the U.S. Our experience in both litigated and transactional matters makes us a unique partner for your business. The law firm has offices in the following locations: Chicago, Crystal Lake, St. Charles, and Rockford, IL; Columbus, and Cleveland OH; Milwaukee, Appleton, Brookfield, Green Bay, and Madison, WI; St. Louis, MO; and Indianapolis, IN. Equal Opportunity Employer

Amundsen Davis is an Equal Opportunity Employer. We support and encourage workforce diversity. We do not discriminate because of an individual’s race, color, religion, gender, national origin, sexual orientation, gender identity or expression, ancestry, citizenship, creed, marital status, veteran status, age, family care giving responsibilities, genetic profile or predisposition, pregnancy or disability with respect to hiring, promotion, firing, compensation, or other terms, conditions, or privileges of employment.

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