Legal Assistant

3 weeks ago

Washington, United States Bonnie Jones Associates, LLC Full time
Job DescriptionJob Description

Trust & Estate Legal Assistant

A top-rated boutique Estate Planning and Estate Administration law firm located in Washington, DC is seeking a skilled and talented Legal Assistant to support a founding partner. There are 7 attorneys, 2 paralegals and 3 legal assistants that service over 1,000 high net worth individuals in the metropolitan D.C. area with detail and professionalism, and each day brings a new adventure and learning opportunity.

The job is in-person for the first six months of employment, then employees in good standing may apply for a hybrid work arrangement.

Background check is required.

RESPONSIBILITIES & DUTIES

The Trust & Estate Legal Assistant will assist partners, associate attorneys, and paralegals on their client matters. In addition to being organized and able to multitask, this role requires a person with broad problem-solving skills and the ability to adapt and perform a wide variety of responsibilities.

Duties include, but are not limited to:

  • Handle new client intake for partners, including screening potential new clients, drafting engagement letters, performing conflict checks, and assisting clients in the completion and submission of new client questionnaires
  • Welcome clients and other visitors to our office and remind clients of upcoming meetings
  • Prepare and assemble large mailings with multiple enclosure
  • Assemble basic estate planning documents in preparation for client signing meetings and serve as witness or notary (they assist with the notary application)
  • Receive, open, log, scan, and distribute incoming mail
  • Scan, save and appropriately store executed client documents
  • Create client portals and assist clients in accessing their client portal
  • Provide administrative support to attorneys by scheduling client meetings and handling travel arrangements
  • Prepare binders that organize clients’ signed estate planning documents and beneficiary designations
  • Keep organized electronic files of clients’ Wills, trusts, powers of attorney, purchase agreements, promissory notes, and other legal documents
  • Inventory and maintain clients’ original estate planning documents
  • Obtain and record tax ID numbers for estates, trusts and corporate entities
  • Form limited liability companies in various states

QUALIFICATIONS

  • Legal experience a strong plus but will train someone with great computer skills and a bachelor’s degree.
  • Excellent organizational skills and attention to detail
  • Ability to perform comfortably in a fast-paced, deadline-oriented work environment
  • Ability to be flexible, handle pressure and adapt to changing work priorities
  • Prior experience in legal administrative support is preferred, not required
  • Communicate clearly and concisely in a professional manner
  • Ability to work independently with minimal supervision to meet deadlines and productivity standards
  • In-depth understanding of the entire Microsoft Office Suite

COMPENSATION: $65,000 to $80,000 starting salary, DOE

BENEFITS:

o Two weeks of paid time off to start, increasing with years in service

o Insurance -- medical, dental and life insurance

o 401(k) match program after three months

o Parental leave

o Subsidized parking in the building

 

 

 

Company DescriptionBonnie Jones Associates, L.L.C. is your source for finding and filling permanent financial, accounting, administrative, legal, executive assistant, accounting and HR positions. Our professional staff matches the right candidate with the right employer and we take a lot of pride in that responsibility. Bonnie Jones Associates, L.L.C. has over eighty years of combined recruiting experience.

Our commitment to you is that we will work very hard to find you the right match. Our hope is that you will be very happy that you have chosen to work with us and that you feel we have done a good job for you. Please browse our web site, www.bonniejones.com and contact us so that we can make a happy match for youCompany DescriptionBonnie Jones Associates, L.L.C. is your source for finding and filling permanent financial, accounting, administrative, legal, executive assistant, accounting and HR positions. Our professional staff matches the right candidate with the right employer and we take a lot of pride in that responsibility. Bonnie Jones Associates, L.L.C. has over eighty years of combined recruiting experience. \r
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Our commitment to you is that we will work very hard to find you the right match. Our hope is that you will be very happy that you have chosen to work with us and that you feel we have done a good job for you. Please browse our web site, www.bonniejones.com and contact us so that we can make a happy match for you

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