Estate Planning Assistant

1 month ago


Allentown, Pennsylvania, United States NORRIS MCLAUGHLIN, P.A. Full time
Job Summary

We are seeking a highly organized and detail-oriented Estate Planning Assistant to join our team at Norris McLaughlin, P.A. in Allentown, PA. The successful candidate will provide administrative support to our attorneys, manage client files, and assist with estate planning and tax-related tasks.

Key Responsibilities
  • Manage attorney calendars and ensure timely completion of tasks
  • Screen incoming calls and respond to client inquiries
  • Prepare and send correspondence, including estate planning documents
  • Assist with opening new files, conflicts checks, and engagement letters
  • Process client billing and attorney time entry
  • Maintain accurate and up-to-date client files
  • Perform other administrative duties as assigned
Requirements
  • Self-starter with excellent prioritization and time management skills
  • Outstanding interpersonal and communication skills
  • Proficient in MS Office Suite, including advanced use of MS Word
  • Experience with document management systems (iManage preferred)
  • Strong organizational and detail-oriented skills
  • Legal assistant experience, preferably in an estate planning practice group
  • Associate degree or equivalent business experience a plus
What We Offer

Norris McLaughlin, P.A. is committed to fostering a culture of inclusion and respect for all employees. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for estate planning and administration, we encourage you to apply for this exciting opportunity.



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