Our client is one of the fastest-growing mid-sized law firms in Pennsylvania, the 44th-largest in the state, and a Top Workplace for seven consecutive years. They are hiring a Legal Administrative Assistant to support the attorneys in their Private Client Services Group.
The group's practice is trusts and estates for business owners, executives, professionals, high-net-worth individuals and families, fiduciaries, trustees, and closely held businesses - estate and tax planning, business succession, charitable planning, asset protection, and trust and estate administration.
This is a defined, senior team: three partners, three counsel, one associate with a second joining, one other administrative assistant, and a paralegal.
WHAT YOU'LL DO
Manage detailed calendars for multiple attorneys, and prioritize meeting requests and the logistics behind them
Coordinate client meetings, signing appointments, internal and external meetings, Zooms, and conference calls
Track fiduciary deadlines, tax-related due dates, and follow-up items across several attorneys' matters
Prepare, proofread, format, and revise correspondence, engagement letters, estate planning binders, and trust and estate administration materials
Support active matters - organizing client materials, coordinating documents, and maintaining matter files
Handle extensive client contact by phone, email, and in person, alongside communication with fiduciaries, trustees, financial advisors, accountants, and other outside professionals
Review and edit pre-bills, and compile and process a high volume of monthly attorney billing
Open, maintain, and close client files, and keep filing and retrieval systems organized
Provide backup coverage for other legal support staff
WHAT THEY'RE LOOKING FOR
Significant experience as a legal administrative assistant supporting multiple attorneys in a busy transactional practice. 10+ years is preferred.
Trusts and estates experience is a plus, not a requirement. A strong legal administrative assistant from a private client services, tax, corporate, or similarly sophisticated transactional practice will be considered.
Real experience with complex attorney billing, calendar management, document preparation and file organization
Strong initiative, sound judgment and discretion, with the ability to work independently and manage competing priorities
Excellent written and verbal communication, and the client service instincts to deal directly with clients and outside advisors
Proficiency with Microsoft Office, time entry and billing software, and document management systems
Comfortable maintaining confidentiality in a client-facing environment
LOCATION AND SCHEDULE
Hybrid: Conshohocken office at least three days per week, where most of the group sits
Occasional days at the Philadelphia office as needed
Numbers & Facts
Location
Pennsylvania
Skills
Accountingunmatched
Administrative Skillsunmatched
Attorneyunmatched
Billingunmatched
Billing Softwareunmatched
Business Planunmatched
Calendar Managementunmatched
Corporate Taxunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
Document Managementunmatched
Establish Prioritiesunmatched
Estate Planningunmatched
Fiduciaryunmatched
File Maintenanceunmatched
High Net Worthunmatched
Legalunmatched
Legal Support Skillsunmatched
Logisticsunmatched
Loss Preventionunmatched
Microsoft Officeunmatched
Organizational Skillsunmatched
Paralegalunmatched
Plan Meetingsunmatched
Presentation/Verbal Skillsunmatched
Private Client Servicesunmatched
Proofreadingunmatched
Succession Planningunmatched
Tax Planningunmatched
Time Managementunmatched
Writing Skillsunmatched
🎯
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