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Estate Planning Assistant

1 month ago

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

We are seeking a highly skilled Estate Planning Assistant to join our team at Norris McLaughlin, P.A. As an Estate Planning Assistant, you will play a crucial role in supporting our attorneys in managing attorney calendars, assisting with meeting deadlines, and drafting estate planning documents.

Responsibilities
  • Manage attorney calendars and assist in meeting deadlines.
  • Screen attorney incoming calls and manage all incoming mail.
  • Draft, edit, and finalize estate planning documents.
  • Open new files, prepare conflicts checks, and draft engagement letters.
  • Process monthly client billing, attorney time entry, and general office responsibilities.
  • Prepare client binder of completed Estate planning documents.
  • Maintain attorneys' client files.
  • Perform other administrative duties as assigned in support of attorneys.

Requirements
  • Self-starter able to work independently as well as part of a team.
  • Excellent prioritization and time management skills to meet strict deadlines.
  • Outstanding interpersonal and communication skills, both written and oral.
  • Proficient with MS Office Suite, including advanced use of MS Word.
  • Proficient in the use of document management systems (iManage preferred).
  • Excellent organizational skills; very detail-oriented.
  • Strong client-first work ethic.
  • Strong attention to detail.
  • Legal assistant experience, preferably working in an estate planning practice group.
  • Associate degree or equivalent of business experience a plus.

About Us
Norris McLaughlin, P.A. cultivates a culture of inclusion for all employees that respects their backgrounds, experiences, views, and strengths. Our differences in culture and beliefs enable us to be a better team. We are an equal opportunity employer and do not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, age, marital status, civil union status, domestic partnership status, affectional or sexual orientation, genetic information, pregnancy or breastfeeding, sex, gender identity or expression, disability or atypical hereditary cellular or blood trait of any individual, or because of the liability for service in the Armed Forces of the United States or the nationality of any individual or any other characteristic protected by law.