Trusts & Estates Legal Assistant

2 months ago

King of Prussia, United States Stevens & Lee Full time

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 Overview


At 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 Responsibilities

  • Support 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 & Competencies

  • Previous 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.


Qualifications

  • Bachelor'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 Outlook
  • Exceptional computer skills with the ability to learn new software applications quickly.



Interested candidates should submit a resume and cover letter to: jobs@stevenslee.com.


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.

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