Legal Assistant

2 weeks ago

Johns Creek, United States Haverhill Management, LLC Full time
Job DescriptionJob Description

Our client, TrustWorks Law is seeking a meticulous and proactive Legal Assistant to join their estate planning law firm. TrustWorks provides comprehensive personalized estate planning services to help clients prepare for the future. We are seeking to hire Legal Assistants which will be assigned an office in metro Atlanta or in one of our 5 offices located outside of Atlanta. 

As a Legal Assistant you will play a pivotal role in ensuring the accurate preparation and organization of all Estate Planning documents.  If you are passionate about helping people, want less stress, an excellent work/life balance, and are highly motivated, then this IS the opportunity for you

The Firm offers a workplace where everyone feels welcomed.  You will find a collaborative and enthusiastic team whose focus is to provide their clients with world-class legal services.  Join our team and be part of an innovative and dynamic environment where you can make a meaningful impact.

Responsibilities:

  • Type, edit, format and proofread a variety of moderate to complex documents and collaborate with attorneys to coordinate document production.
  • Print and organize estate planning documents for client signings.
  • Preparation of Estate Planning books, meticulously ensuring accuracy before and after signings.
  • Answering the telephones and directing calls, as necessary.
  • Provide administrative support to attorney and enhance office effectiveness
  • Filing all documents and loose papers systematically, maintaining an organized filing system.
  • Performing any other duties as assigned with dedication and professionalism.

Skills:

  • Previous experience drafting estate planning documents needed
  • Experience with WealthCounsel software
  • Previous legal experience in Clio is a plus
  • Strong interpersonal, oral, and written communication skills.
  • Exemplary professionalism and discretion in handling sensitive and confidential information.
  • Advanced computer literacy, including familiarity with standard office software.
  • Exceptional organizational and project management skills.
  • Adaptability in handling diverse tasks and responsibilities.
  • Ability to prioritize multiple projects.
  • Profoundly detail-oriented, ensuring accuracy in all endeavors.
  • Ability to work independently as well as being a dedicated team member.
  • Ability to operate standard office equipment efficiently

Benefits:

  • Generous amounts of time away from work to promote a healthy work-life balance. We offer paid vacation to all full-time employees in addition to observing 10 holidays annually.
  • A substantial benefit package for health insurance including Medical, Dental, Vision and Life insurance at no charge for the employee and made available for your dependents to enroll for coverage.

 

NOTE:  THIS POSITION IS IN THE OFFICE AND NOT REMOTE.  OUT OF TOWN CANDIDATES WILL NOT BE CONSIDERED.

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