Administrative Support Specialist in Estate Planning

7 days ago


King of Prussia, Pennsylvania, United States Stevens & Lee Full time

About Stevens & Lee

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We are a full-service law firm with approximately 195 attorneys in 16 offices in Pennsylvania, New Jersey, NYC, Boston, and Wilmington DE. Our firm provides services to a wide range of business clients from lower middle-market to Fortune 500 companies – on a regional and national basis.

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.

This is a 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.

Responsibilities

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  • 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 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.

Requirements

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To be successful in this role, you will need:

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  • A Bachelor's degree or equivalent training/work experience.
  • A 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.

Estimated Salary: $72,000/year



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