Legal Assistant - Trusts & Estates

Essential Duties:

• Manage the day-to-day schedules of the attorneys. The ability to be proactive and think ahead are key.
• Create, edit, and proofread work product to ensure accuracy.
• Maintain calendars including appointments, meetings, travel and trip plans.
• Processing reimbursements, expense reports and check requests.
• Inputs, reviews, edits, and closes timekeepers' time entries through the firm's web-based time entry program using firm standards.
• Handles monthly client billing. Reviews billing prebills for accuracy and completeness. Performs client, matter and timekeeper inquiries, and narrative edits.
• Opens new matters and generate client conflict checks. Sets up and maintains timekeeper's work files, including daily and regular filing. Indexes and prepares files for off-site storage.
• Assumes responsibility for maintaining the highest level of confidentiality of all Firm and client information, records, and files, both within and outside of the Firm.

Minimum 3 years Trust & Estates experience preferred; OR  3 years’ experience as an Executive Assistant/Secretary in a professional environment.

• Working knowledge of Microsoft Word, Excel, Outlook and PowerPoint.
• Experience with a document management system and time entry system a plus.
• Excellent grammar, spelling, punctuation, and communication skills (both written and verbal).
• Attention to detail and good organizational and analytical skills.
• Flexible attitude and the ability to deal well with changing assignments and priorities.
• Ability to multi-task.
• Professional appearance and demeanor.
• Client-oriented focus.
• Billing experience preferred (including electronic billing).
• BA/BS preferred, but not required.