Legal Executive Assistant

Overview

• Provide specialized administrative support to attorneys in the Private Wealth practice area.
• Assist with document preparation, client communication, and scheduling tasks.
• Ensure confidentiality and professionalism in all client and firm matters.
• Support the Chair of the Private Wealth group in daily operations.
• Liaise with other teams and departments as needed for seamless coordination.
• Prepare and manage complex legal documents and correspondence.
• Handle scheduling, travel arrangements, and expense reporting efficiently.
• Maintain up-to-date client and matter records for assigned attorneys.
• Provide backup support to other team members when necessary.

Key Responsibilities & Duties

• Manage attorney calendars, schedule meetings, and arrange conference calls.
• Prepare and proofread legal documents, ensuring accuracy and completeness.
• Coordinate client billing and review prebills for accuracy.
• Assist with court filings and document preparation for state court cases.
• Maintain and organize client files, ensuring timely updates and storage.
• Provide excellent client service and maintain professional relationships.
• Create and update desk instructions for assigned attorneys.
• Support administrative tasks such as mail processing and file maintenance.
• Collaborate with team members to ensure efficient workflow and task completion.

Job Requirements

• Bachelor of Arts (BA) degree or equivalent education and experience.
• Minimum of 5 years of experience as a Legal Executive Assistant in a law firm.
• Proficiency in MS Word, Outlook, Excel, and legal document management systems.
• Strong organizational skills with attention to detail and precision.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience in Trusts and Estates practice area preferred.
• Valid Notary Public commission or willingness to obtain one.
• Ability to work onsite 4-5 days per week with occasional overtime.