Paralegal/Legal Assistant
Occupations:
Paralegals and Legal AssistantsLegal Secretaries and Administrative AssistantsLegal Support Workers, All OtherLawyersSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveIndustries:
Legal ServicesOffices of Real Estate Agents and BrokersManagement of Companies and EnterprisesActivities Related to Real EstateLessors of Nonfinancial Intangible Assets (except Copyrighted Works)Our client, a growing law firm with an amazing culture, is seeking an experienced, detail-oriented Paralegal/Legal Assistant with a minimum of 3 years of relevant experience. Top salary and benefits offered! This is an in-office position.The ideal candidate will have demonstrated experience in Business/Transactional matters and/or Trust/Estate Planning and Administration, client relations skills with the ability to serve as a primary point of contact for clients, attention to detail, advanced proficiency with the Microsoft Office suite, and the ability to learn the Firm's legal research and accounting software platforms.Responsibilities:· Support attorneys with all facets of client representation· Prepare and finalize legal documents including wills, trusts, powers of attorney, estate administration filings, operating agreements, and asset/stock purchase agreements, all under attorney supervision, and manage correspondence with all parties (clients, beneficiaries, creditors, opposing counsel, financial institutions, etc.)· Conduct legal research using Westlaw (Practical Law), LexisNexis, or similar platforms and draft legal memoranda, correspondence, and client communications· Maintain detailed client files, case management records, and billing documentation in compliance with Firm protocols and Rules of Professional Conduct· Schedule, coordinate, and participate in client meetings and transactional deal closings; manage and monitor critical deadlines including for transactional deals and trust/estate tax/administration deadlines· Manage phone calls, emails, and other communications, and directly respond to routine client inquiries with appropriate guidance from attorneys as needed· Willingness to pursue professional development through attendance at relevant continuing legal education courses and training programsRequired Qualifications:· Minimum 3 years of substantive experience with Business/Transactional and/or Trust/Estate Planning and Administration matters with willingness to expand knowledge in complementary practice areas· Associate's degree in paralegal studies, Bachelor's degree, paralegal certificate, or equivalent combination of education and experience· Excellent organizational and multitasking skills with proven ability to manage multiple client matters and competing deadlines simultaneously· Strong written and verbal communication skills, with demonstrated ability to interact professionally with clients, attorneys, and third parties· Proven ability to work independently with limited attorney supervision while collaborating effectively with attorneys, clients, and support team in a boutique firm environmentPreferred Qualifications:· Experience with Estate Administration/Trust accounting software (Zanes)· Experience with Transactional software (Westlaw – Practical Law)· Familiarity with Pennsylvania Probate procedures and Orphans' Court rules· Pennsylvania Notary Public· Experience in other legal areas (i.e. Litigation, Real Estate) helpful but not require